Credit Union Conversion Coordinator

About This Role

This role supports the successful onboarding, conversion, and implementation of credit union systems and services, playing a key part in managing implementation projects and coordinating with internal teams and third-party vendors. The role is for a detail-oriented and client-focused individual who can ensure a smooth transition for clients in a fast-paced, client-driven environment.

Responsibilities

• 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 readiness activities
• Contribute to sales demonstrations and product discussions as needed
• Maintain clear and consistent communication with stakeholders throughout each project
• Continuously build knowledge of systems, products, and credit union operations
• Identify opportunities to improve processes and client experience

Requirements

• CU*Base or CBX experience
• High school diploma or equivalent required; associate degree in business or related field preferred
• 1

-2 years of experience in administrative support, customer service, or project coordination

• Strong organizational and time management skills with the ability to manage multiple priorities
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Ability to work effectively with both internal teams and external clients
• Strong attention to detail and problem-solving skills
• Ability to handle sensitive and confidential information with discretion
• Willingness and ability to travel as needed
• Knowledge of credit union or financial services operations
• Experience with software implementations, onboarding, or project coordination
• Familiarity with vendor coordination and client-facing roles

About the Company

CU*Answers operates in a professional office building setting and is committed to working with its employees to reasonably accommodate them with the physical aspects of their positions.