Conversion Specialist

Axos Bank

. Prepare, coordinate, and execute customer conversions from the legacy Zenith platform to NexLedgr, potentially including Rollfi and Yodlee configuration .

Posted 9/21/2026full-timeRemote • United StatesMid-LevelSenior💰 $26 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in data conversion processes, including data mapping, validation, and reconciliation, while effectively managing multiple projects and ensuring adherence to timelines and quality standards. Strong analytical and problem-solving skills are essential for identifying data quality issues and executing successful migrations.

Highest-signal resume keywords

Data MigrationProject CoordinationMicrosoft ExcelData AnalysisClient Onboarding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data MappingData ValidationData ReconciliationConversion TestingConversion Tool ProficiencyQuality ControlAnalytical SkillsProblem-Solving SkillsProject ManagementOperational Requirements Gathering

Soft Skills

Organizational SkillsWritten CommunicationVerbal Communication

Tools & Technologies

Microsoft 365SQLReporting ToolsData Analysis Platforms

Industry Keywords

Financial ServicesBankingAccountingFintechSaaS ImplementationsSoftware Deployment

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Prepare, coordinate, and execute customer conversions from the legacy Zenith platform to NexLedgr, potentially including Rollfi and Yodlee configuration
Maintain adherence to conversion work plans, timelines, checklists, and readiness assessments
Work with the Zenith Implementation Specialist to keep conversions on track and meet milestones
Potentially manage multiple conversions simultaneously while meeting deadlines and quality expectations
Develop and publish the master Conversion QC Checklist
Analyze legacy customer data and identify data quality issues before conversion
Prepare, validate, and reconcile migration datasets using the Conversion Tool
Execute test conversions and evaluate results for completeness and accuracy
Verify successful migration of customer datasets
Document exceptions, anomalies, and remediation activities for the Conversion Team
Participate in and help drive implementation interviews with customers
Gather operational requirements and document conversion customizations
Provide conversion nuance details to the Implementation Specialist for customer training
Perform pre-conversion readiness reviews
Perform post-conversion quality control and complete the master Conversion QC Checklist

Requirements

What you’ll need

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
Successful completion of a credit check, criminal background check, and pre-employment drug screening, including marijuana screening
Must satisfy U.S. employment eligibility verification requirements

Benefits

Comp & perks

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
Holidays (about 11 a year)
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program
529 Savings Plan
Employee Mortgage Loan Program
Free access to an Axos Bank Account with Self-Directed Trading