Conversion Coordinator
About The Position
We are seeking a detail-oriented and client-focused Conversion Coordinator to support the successful onboarding, conversion, and implementation of credit union systems and services. CUBase or CBX experience is required for this role. This role plays a key part in managing implementation projects, coordinating with internal teams and third-party vendors, and ensuring a smooth transition for clients. The ideal candidate is highly organized, communicates effectively, and is comfortable making independent decisions in a fast-paced, client-driven environment.
Requirements
- High school diploma or equivalent required; associate degree in business or related field preferred
- 1–2 years of experience in administrative support, customer service, or project coordination
- Strong organizational and time management skills with the ability to manage multiple priorities
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Ability to work effectively with both internal teams and external clients
- Strong attention to detail and problem-solving skills
- Ability to handle sensitive and confidential information with discretion
- Willingness and ability to travel as needed
- Knowledge of credit union or financial services operations
- Experience with software implementations, onboarding, or project coordination
- Familiarity with vendor coordination and client-facing roles
- CUBase or CBX experience is required for this role.
Responsibilities
- Coordinate and support implementation and conversion projects from pre-launch through post-go-live
- Serve as a point of contact for clients, providing guidance and support throughout the implementation process
- Collaborate with internal teams and external vendors to ensure timely and accurate project execution
- Assist with data mapping, system configuration, and data entry related to client implementations
- Participate in client meetings, training sessions, and project updates
- Research and resolve complex issues, escalating when appropriate
- Support pre-site visits and implementation of readiness activities
- Contribute to sales demonstrations and product discussions as needed
- Maintain clear and consistent communication with stakeholders throughout each project
- Continuously build knowledge of systems, products, and credit union operations
- Identify opportunities to improve processes and client experience
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
