Conversion Coordinator

Job description

Description 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. CU*Base 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. What You’ll Do: - 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 readine...