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Data Conversion & Implementation Specialist

Infovisa

Job Location:

Cornelius, NC - USA

Monthly Salary: Not provided by the employer

Posted: 8 August 2026 (Yesterday)

Application Deadline: 5 November 2026

Vacancies: 1 Vacancy

Job Summary

Position Title: Data Conversion & Implementation Specialist Infovisa Inc. Charlotte NC

FLSA Status: Exempt

Position Summary
Infovisa an industry leader in trust and financial accounting software and services is seeking a Data Conversion & Implementation Specialist to join our Product Services team. This position is responsible for converting client data from legacy trust accounting systems into Infovisas proprietary software ensuring the accuracy and integrity of client data throughout the implementation process.
The ideal candidate is analytical detail-oriented and customer-focused with the ability to understand complex data structures troubleshoot data issues and work directly with clients throughout the implementation lifecycle.

Essential Functions

Convert client data from legacy trust accounting systems into Infovisas proprietary applications using standard and customized conversion tools.
Analyze map validate and reconcile client data throughout the conversion process.
Research and resolve data conversion issues to ensure data integrity and accuracy.
Perform quality assurance and regression testing for new software releases.
Develop proficiency in Infovisas products services and business processes.
Explain system functionality data requirements and implementation processes to clients and internal team members.
Participate in implementation planning and client onboarding activities.
Prepare user documentation and internal implementation documentation.
Facilitate weekly calls with new clients to discuss data coordination with third party vendors and status updates.
Perform validation testing of converted data prior to production implementation.
Collaborate with Product Support and Development to resolve implementation-related issues.
Perform other duties as assigned.

Qualifications

Bachelors degree preferred.
Three or more years of professional experience.
Experience in Trust Operations Wealth Management or investment operations preferred.
Experience working with SQL Server and writing/interpreting SQL queries.
Experience mapping transforming validating and importing data.
Strong analytical and problem-solving skills.
Proficient in Microsoft Office products.
Excellent written and verbal communication skills.
Ability to manage multiple client projects simultaneously.

Working Environment:
Some travel required.
Indoor work not exposed to outdoor elements or hazards.
Some sedentary work and occasional lifting and/or carrying up to ten pounds.

Infovisa an independent provider of data processing systems and related services for bank trust departments independent trust companies not-for-profit foundations colleges and universities is looking for talented individuals to join our team and assist in the conversion implementation and supportand testing of our software products and services. We are looking for talented; customer focused individuals to join our team and support our growing client base and expanded product offerings.

Required Experience:

Manager

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