Conversion Strategist: Client-Focused Data & Implementation

Corelation-Inc; San Diego (CA); On-site; USD 65,000 - 90,000; Full time

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

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.