Conversion Strategist

Corelation Inc•San Diego, CA

1d•$72,000 - $80,000•Onsite

About The Position

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

At least 6 months of similar or related experience.
At least a two year degree in a related field.

Nice To Haves

Experience working in the Credit Union Industry.

Responsibilities

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.
Perform any additional job-related duties as assigned.