Conversion Specialist

The Zenith Conversion Specialist is responsible for preparing, coordinating and executing customer conversions from the legacy Zenith platform to NexLedgr, potentially including Rollfi and Yodlee configuration. This role serves as the primary operational stakeholder during the conversion lifecycle, ensuring accurate data migration, successful implementation and a seamless transition experience.

The ideal candidate combines strong detail orientation, project management, data analysis, customer support, and database framework skills to deliver high-quality conversions while minimizing disruption to the customer’s operations., * 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, While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

• 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, IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Eligible for an Annual Discretionary Cash Bonus Target: 5%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets., Axos Employee Benefits May Include:

• 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

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol “AX” (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.