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# Conversion Specialist

- **Company:** Axos Bank
- **Location:** Los Angeles, CA, United States
- **Experience:** Experienced
- **Salary:** $54,080 - $64,480
- **Contract:** Permanent contract
- **Skills:** Microsoft Excel, Data Analysis, Big Data, Software as a Service, Information Systems, Databases, Customer Data Management, Data Conversion, Data Mapping, Data Migration, Software Deployment, Product Software Implementation Methods, SQL Databases, Zenith, Data Processing, Office365, Tools for Reporting
- **Published:** November 8, 2026
- **Apply:** https://www.adzuna.com/details/5894950680

## About the Role

* 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)

## Description

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.