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Axos Bank

Digital bank offering integrated financial services

Conversion Specialist

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-time$26 - $31 /hr

About the Job

Requirements

  • A bachelor's degree in Business, Information Systems, Finance, Operations, or a related field, or equivalent experience.
  • At least 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.

Responsibilities

  • Maintain adherence to established conversion work plans, timelines, checklists, and readiness assessments.
  • Work closely with the Zenith Implementation Specialist to keep conversions on track and meet target milestones and dates.
  • Manage multiple conversions simultaneously while meeting deadlines and quality expectations.
  • Develop and publish the master Conversion Quality Control Checklist.
  • Analyze legacy customer data and identify data quality issues before conversion.
  • Prepare, validate, and reconcile migration datasets using the Conversion Tool while minimizing manual data manipulation.
  • Execute test conversions and evaluate results for completeness and accuracy.
  • Verify successful migration of the customer's dataset.
  • Document exceptions, anomalies, and remediation activities and share them with the Conversion Team.
  • Participate in and help drive implementation interviews with customers.
  • Gather operational requirements and clearly document conversion customizations.
  • Provide detailed conversion nuances to the Implementation Specialist for customer training through Training Notes.
  • Perform pre-conversion readiness reviews.
  • Perform post-conversion quality control and complete the master Conversion Quality Control Checklist.

Desired Qualifications

  • Experience supporting financial services, banking, accounting, fintech, software-as-a-service implementations, or software deployment projects.
  • Familiarity with SQL, reporting tools, and data analysis platforms.

About the Company

Axos Bank

Digital bank offering integrated financial services

Axos Bank is a financial institution that offers banking, investing, clearing, and custody services in a single platform. It provides traditional banking products for individuals and businesses, and integrates services across money management, investment, and settlement functions to simplify finances. The company operates as a digital-first bank, aiming to connect multiple financial services under one provider rather than requiring customers to use several firms. Its product approach centers on merging banking with other financial services to create a unified experience—one firm with many ways forward. Axos’s goal is to make money work smarter for customers by offering accessible, connected financial solutions and broadening the scope of what a bank can do for individuals, businesses, and institutions.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Diego, CA
Founded
1999

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