Job Description

About SurePoint

SurePoint® Technologies delivers award-winning software that helps mid-sized law firms boost efficiency and maximize financial performance. Our cloud-based solutions connect client management, practice management, and financial systems to improve efficiency and collaboration.

With over 40 years in legal tech and a team of CPAs, former lawyers, and top engineers, we understand what law firms need to thrive. We’re passionate about building tools that reduce administrative work – so our customers can focus on what matters most: serving their clients.

The Conversion Engineer owns the end-to-end migration of client financial, client, and matter data from legacy legal systems into our legal accounting platform. Data conversion is the most technically complex and risk-sensitive component of implementation, directly impacting go-live success, revenue recognition, and client confidence.

This role requires deep expertise in relational databases, financial data structures, and structured data transformation within legal environments. The Conversion Engineer operates with a high degree of independence and is accountable for the accuracy, timeliness, and technical integrity of every migration.

Primary Responsibilities

Data Conversions (Core Focus)

• Lead full-cycle data migrations from third-party legal accounting and practice management systems.
• Analyze source databases and map client, matter, time, billing, trust, and general ledger data into required destination formats.
• Design and execute structured conversion plans, including data cleansing, transformation logic, reconciliation, and validation.
• Identify and resolve data inconsistencies, structural mismatches, and historical anomalies prior to go-live.
• Ensure converted financial data balances and aligns with client accounting standards.

Technical Execution

• Develop and maintain SQL-based scripts and conversion utilities to extract, transform, and load structured data.
• Optimize queries and transformation logic to support efficient processing of large datasets.
• Troubleshoot conversion failures and isolate root causes quickly and decisively.
• Maintain reusable conversion frameworks to increase scalability and reduce manual intervention.

Client & Implementation Collaboration

• Participate in discovery discussions to assess conversion scope and complexity.
• Set clear expectations with clients regarding data readiness, remediation requirements, and timelines.
• Work closely with Implementation Consultants and Project Managers to align technical milestones with overall project plans.
• Support client validation cycles and resolve post-conversion discrepancies.

Quality & Governance

• Conduct reconciliation checks to ensure financial and matter data integrity.
• Document mapping decisions, transformation rules, and exception handling.
• Contribute to process improvements that reduce defect rates and increase predictability of delivery.

Required Qualifications

• 7+ years of experience working with SQL Server and relational databases.
• Demonstrated experience performing structured data migrations in professional services or enterprise environments.
• Strong understanding of financial data relationships, accounting structures, and reporting dependencies.
• Proven ability to troubleshoot complex data issues under tight timelines.
• Experience working directly with clients in a technical delivery or consulting capacity.
• Strong written and verbal communication skills.

Preferred Qualifications

• Experience working with legal accounting or practice management systems.
• Prior involvement in law firm software implementations.
• Familiarity with structured data automation tools (e.g., scripting languages, task automation).
• Experience improving or standardizing repeatable conversion frameworks.

Success Metrics

• On-time completion of conversion milestones.
• Financial data balancing at go-live with minimal post-production defects.
• Reduced escalation volume related to data accuracy.
• High client confidence in conversion quality and technical leadership.

At SurePoint, we know our people are our greatest strength. That’s why we offer a comprehensive total rewards package – and we’re always evolving our benefits to support employee needs at every stage of life and career.

Benefits Include

• Health Insurance (medical, dental, vision)
• Flexible Spending Accounts
• Life, Short-term and Long-term Disability Insurance (employer paid)
• Health Savings Accounts
• Wellbeing Benefits
• 401K (immediately vested, employer match)
• Paid Time Off (Flexible PTO, holidays)
• Employee Assistance Program
• Summer Flex Fridays

To learn more about SurePoint and our products, visit our corporate web site at www.surepoint.com and follow us on LinkedIn, Facebook and Twitter.

SurePoint is proud to be an Equal Opportunity Employer. All applicants will be considered without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, physical or mental disability, veteran status, medical condition, or any other classification protected by law.