[Hiring] Conversion Strategist @Corelation Inc

Role Description

The Conversion Strategist is the beginning level position responsible for KeyStone product planning, database configuration, conversion data and development specifications through the conversion process to the Keystone application. The Conversion Strategist will work heavily with the client but also collaborates extensively with other Conversion Strategists as well as Implementation, Development, Education, and Project Management staff. This position must demonstrate a high level of collaboration and teamwork and ability to strategize toward a successful KeyStone conversion.

• Extensive information sharing and documenting technical knowledge.
• Educating and communicating on the details of KeyStone.
• Communicating requirements and timelines effectively and accurately.
• Works with supervisory direction and will require assistance from more senior Conversion Strategists.

Qualifications

• At least 6 months of similar or related experience.
• At least a two year degree in a related field.
• Preferably experience working in the Credit Union Industry.

Requirements

• Collaborate with clients to gather requirements, document business and development needs, and effectively communicate and listen to clients in a professional and positive manner.
• Thoroughly understand and educate clients on KeyStone application details and gain an understanding of the products and services offered by clients.
• Act as a liaison between credit unions and development, providing timely and accurate updates to clients and internal staff.
• Develop and maintain a basic to intermediate understanding of database mapping and setup.
• Validate databases, test product behavior, troubleshoot errors, and suggest improvements.
• Provide thorough documentation of data standards, internal and external procedures.
• Assist with client training and support of back-office functions.
• Take a proactive approach to address all client business unit needs and questions.
• During their first project, receive guidance and support from mentor(s).
• Independently lead most client/project milestones, tasks, and conversations after the second project.
• Perform any additional job-related duties as assigned.
• Travel is approximately 25%.

Benefits

• Medical, Dental, Vision, Life Insurance
• 401(K) Match
• Discretionary profit share
• Discretionary annual bonus
• Wellness Programs: Yoga and Massages
• Bi-Weekly engagements (coffee tastings, trivia, etc.)
• Community Involvement
• Professional Development Growth Days
• Vacation Days
• Floating Holidays
• Sick Days
• Parental leave

Company Description

Recognized as a Top Workplace in San Diego, we live and work by our core values of integrity, collaboration, innovation, respect, and service. At Corelation, we invest in our people through competitive pay, outstanding benefits, and a culture that values growth and connection.