Conversion Strategist

Corelation-Inc

San Diego (CA)

On-site

USD 65,000 - 90,000

Full time

12 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401K Match

Discretionary profit share

Discretionary annual bonus

Wellness programs

Bi-Weekly engagements

Community involvement

Professional development days

Vacation days

Floating holidays

Sick days

Parental leave

Company band

Basketball

Flag football

Volleyball

Job summary

Corelation, a recognized Top Workplace in San Diego, seeks a Conversion Strategist to support KeyStone conversion projects. You will collaborate closely with clients and internal teams, gathering requirements and documenting specifications under guidance, with travel about 25% as projects progress.

The role starts at an associate level, mentoring from senior strategists, and aims to independently manage smaller client engagements after initial projects. A two-year related degree is preferred.

Qualifications

Collaborate with clients to gather requirements, document business needs clearly and professionally.
Educate clients on KeyStone details and product capabilities to meet core needs.
Act as liaison between credit unions and development teams, providing timely updates.

Responsibilities

Develop and maintain basic to intermediate database mapping and setup.
Assist with database setup, cross-over data gathering, and convey development items for coding.
Validate databases, test product behavior, troubleshoot issues, and suggest improvements.

Skills

Client collaboration

Requirements gathering

Documentation

Cross-functional teamwork

Communication

Education

Two year degree in a related field

Job description

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. Our offerings include a generous 401(k) retirement plan, an extensive paid time off policy, and a supportive, high-performing work environment. When you join the Corelation team, you’re embarking on a journey of meaningful professional and personal development.

What We Are Looking For

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. It entails extensive information sharing, documenting technical knowledge, educating and communicating on the details of KeyStone as well as communicating requirements and timelines effectively and accurately. This position works with supervisory direction and will require assistance from more senior Conversion Strategists.

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 to ensure the core is built to meet their specific needs.
Act as a liaison between credit unions and development, providing timely and accurate updates to clients and internal staff, and advising credit unions on database concepts and functional capabilities.
Develop and maintain a basic to intermediate understanding of database mapping and setup, and assist with database setup, table information and cross-over data gathering, and conveying development items for coding.
Validate databases, test product behavior, troubleshoot errors, and suggest ways to improve the client’s product, while maintaining a basic to intermediate understanding of database conversion balancing, conversion exception reports, and database validation.
Provide thorough documentation of data standards, internal and external procedures, and write basic technical specifications for custom items.
Assist with client training and support of back-office functions and participate in knowledge development and teach-back sessions on various aspects of the Conversion Strategist role.
Take a proactive approach to address all client business unit needs and questions.
During their first project, the mentor(s) will provide guidance and support as the individual takes the lead. During their second project, they will be expected to independently lead most client/project milestones, tasks, working meetings, and client conversations, with minimal mentor support. After the second project, they should be capable of independently completing small projects (clients less than 500 million in assets) from start to finish, while proactively identifying and mitigating project risks. When potential issues arise, they are proficient in evaluating them and utilize sound critical thinking skills before escalating them to senior team members for resolution.
Perform any additional job-related duties as assigned.
Travel is approximately 25%.

Why You Are The Perfect Fit