Conversion Specialist

Summary

Axos delivers technology-driven financial tools and services that help individuals, small businesses, and companies manage their money. The Conversion Specialist prepares, coordinates, and executes customer conversions from the legacy Zenith platform to NexLedgr, including data migration, testing, validation, implementation support, and quality control.

Responsibilities

• Maintain adherence to established conversion work plans, timelines, checklists, and readiness assessments
• Work closely with Zenith Implementation Specialist to ensure conversions remain on track, hitting all target milestones and dates
• Potentially manage multiple conversions simultaneously while consistently meeting deadlines and quality expectations
• Develop and publish master Conversion QC Checklist
• Analyze legacy customer data and identify data quality issues prior to conversion
• Prepare, validate, and reconcile migration datasets using the Conversion Tool, minimizing manual data manipulation
• Execute test conversions and evaluate results for completeness and accuracy
• Verify successful migration of customer’s dataset
• Document exceptions, anomalies, and remediation activities, sharing with Conversion Team
• Participate and help drive implementation interviews with customers
• Gather operational requirements and clearly document conversion customizations
• Provide detailed breakdown of conversion nuances to Implementation Specialist for customer training (aka, “Training Notes”)
• Perform pre-conversion readiness reviews
• Perform post-conversion QC and complete master Conversion QC Checklist

Skills

• Bachelor's degree in Business, Information Systems, Finance, Operations, or a related field, or equivalent experience
• 3+ years of experience in software implementation, client onboarding, data conversion, operations, project coordination, or customer-facing project management
• Experience with large-scale data migration and conversion processes, including data mapping, validation, reconciliation, and conversion testing
• Strong analytical, problem-solving, organizational, and project management skills
• Advanced proficiency in Microsoft Excel and Microsoft 365 applications
• Strong written and verbal communication skills
• Experience supporting financial services, banking, accounting, fintech, SaaS implementations, or software deployment projects preferred
• Familiarity with SQL, reporting tools, and data analysis platforms preferred

Qualifications

Must Haves

• Bachelor's degree in Business, Information Systems, Finance, Operations, or a related field, or equivalent experience
• 3+ years of experience in software implementation, client onboarding, data conversion, operations, project coordination, or customer-facing project management
• Experience with large-scale data migration and conversion processes, including data mapping, validation, reconciliation, and conversion testing
• Strong analytical, problem-solving, organizational, and project management skills
• Advanced proficiency in Microsoft Excel and Microsoft 365 applications
• Strong written and verbal communication skills

Nice to Haves

• Experience supporting financial services, banking, accounting, fintech, SaaS implementations, or software deployment projects preferred
• Familiarity with SQL, reporting tools, and data analysis platforms preferred

Benefits

• Eligible for an Annual Discretionary Cash Bonus Target: 5%
• Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%
• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
• Remote OR Onsite