Conversion Strategist

Corelation, Inc.; San Diego (CA); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical benefits

401(K) match

Discretionary profit share

Discretionary annual bonus

Wellness programs

Company events & activities

Job summary

Corelation, Inc. in San Diego is seeking an entry-level Conversion Strategist to help plan KeyStone deployments, configure databases, and document conversion requirements. You will work closely with clients and with Implementation, Development, Education, and Project Management staff under supervision.

The role emphasizes collaboration, learning, and growing autonomy. Travel is approximately 25%. Corelation offers competitive pay, a generous PTO policy, and a culture that supports growth and

Qualifications

• At least 6 months of similar or related experience.
• Two year degree in a related field is required.
• Prefer experience in the Credit Union Industry.

Responsibilities

• Collaborate with clients to gather requirements and communicate professionally.
• Understand KeyStone details and educate clients about product features.
• Act as liaison between credit unions and development, providing updates to clients and internal staff.
• Assist with database setup, mapping, and data gathering.
• Validate databases, test product behavior, and troubleshoot errors.
• Document data standards and write basic technical specifications.
• Assist with client training and back-office support.
• Take proactive approach to address client needs and questions.
• During first projects, you’ll be guided by mentors; later, you’ll lead most milestones.
• Travel is approximately 25%.

Skills

Client collaboration

Documentation

Database concepts

Testing & troubleshooting

Technical communication

Mentoring potential

Education

Associate degree in related field

Tools

KeyStone

Database setup

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

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

Why We Are Your Perfect Fit:

Benefits Include but not limited to:

• 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

What you can be a part of:

• Company Band
• Basketball
• Flag Football
• Volleyball

Pay Range:

*Range depends on geographic metro / zone, budget, and experience*