Conversion Specialist Resume Samples

A Conversion Specialist takes responsibility for optimizing the organization’s lead generation and conversion strategy. A well-written Conversion Specialist Resume mentions the following core duties and responsibilities – managing key conversion points, conducting A/B test and measuring the performance of CTA’s; managing and optimizing landing pages, website calls-to-action and lead-generating forms; increasing conversion rates and driving marketing qualified leads for the company’s sales team; and managing the funnel marketing efficiencies.

In order to attract the best match that fits the needs of the specialists, possessing the following skills are crucial – prior work experience in web analytics, A/B testing, and inbound marketing tactics; proficiency using smart CTA’s and smart form features; and the ability to multitask. A degree in science or engineering is commonly seen on resumes. Work experience is a must.

Conversion Specialist Resume example

Conversion Specialist Resume

Objective : Highly motivated skilled professional with over 10 years of diverse Conversion experience with a proven leader with excellent organization, facilitation, and communication skills. Ability to generate new and innovative ideas within established timeframes as well as identify opportunities for improved efficiencies.

Skills : Data Warehouse, Data Conversion, MS Office.

Description :

    1. Converted data from new clients with existing plans and created new plans for both existing and new clients into the Relius system.
    2. Created enrollment materials, 404(c) compliance information, Universal Plan Documents, Safe Harbor notices, Beneficiary forms, and open enrollment forms for new and existing plans.
    3. Designed, created, and maintained a customer relationship management (CRM) program with a team member, to assist in organizing information for multi-divisional clients.
    4. Coordinated with other departments to create and use the CRM program efficiently and accurately.
    5. Processed incoming payrolls for clients when assistance was needed.
    6. Reduced processing times and elevated accuracy by creating multiple data converting macros for the payroll processing department.
    7. Worked with the programming department to create programs that eliminated timely manual entries in the Relius system.
    8. Utilized, designed, and created a Virtual Basics program that interacted with Microsoft Outlook to create personalized email blasts for multi-divisional clients.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BS In Management


Conversion Specialist Resume

Objective : Experienced Conversion Specialist looking to grow within the Information Technology field. Ultimately searching for an organization where my strong networking skills, outstanding work ethic, and eagerness to learn and grow will benefit operational efficiencies.

Skills : Legacy System, Financial Documents, Management.

Description :

    1. Provided operational support for FBI executive management, field agents and analysts to administer judicial and administrative proceedings.
    2. Performed analysis and program management functions addressing document conversion, preparation and tracking using the Bates Stamping process.
    3. Produced useful text files (txt) for search and retrieval, as well as other output formats such as TIFF, JPG, PDF, and MSWord, using Optical Character Recognition (OCR).
    4. Enforced applicable regulations and security directives while serving as Functional Area Manager (FAM), as Acting Evidence Technician, and when handling or processing Federal Grand Jury evidentiary materials.
    5. Ensured Scanning/Quality Control, using various scanning equipment, formats, applications, and software.
    6. Configured scanning equipment to process work and determine the sequence of actions to complete assignments.
    7. Oversaw Quality Assurance of the scanned images to ensure they are complete, legible, and of high quality.
    8. Prepared responses to various Quality Assurance reports and other operational matters.
    9. Saved, burned and copied scanned images to a form of optical media such as a CD or DVD.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma


Conversion Specialist Resume

Headline : Hard-Working and technically skilled professional seeking a Conversion Specialist position in general accounting, as a payroll coordinator or in payroll accounting and tax. Career spans more than 6 years of experience in various industries including manufacturing, banking, restaurateurs, and other industries.

Skills : Finance, Administration, Data Entry, Microsoft Office, Banking, Customer Service, Cash Handling.

Description :

    1. Coordinated all elements for conversion of new retirement plans from existing platform to new platform.
    2. Coordinated all elements of retirement plans leaving the platform.
    3. Consulted with TPA, recordkeepers, and plan sponsors to gather specifications, discuss parameters of conversion, develop timelines, and obtain proper documentation from client to perform conversion process.
    4. Validated, interpreted, compiled, verified accuracy, and loaded conversion data.
    5. Ensured that appropriate forms, documents, applications and contracts with client are completed and forwarded to appropriate parties to establish trading and trustee platforms.
    6. Organized all reports, documents, and data for review and set up files for operations.
    7. Monitored conversion process by uploading and organizing all plan and client conversion data in internal database, and ensure proper scanning and filing of documents.
    8. Completed quality assurance audits on assigned cases.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Conversion Specialist Resume

Objective : To gain business experience as a Conversion Specialist in the private or public sector with natural people skills with the ability to learn quickly and adapt to a dynamic environment.

Skills : Adobe Creative Suite, Customer Service, Filing, General Office.

Description :

    1. Adjusted and reconciled participants' accounts before platform conversion using financial database.
    2. Contracted transfer to fit system guidelines.
    3. Provided corresponding letters to inform changes to participants' accounts.
    4. Issued contracts using financial mainframe and web-front database.
    5. Researched contracts on the mainframe to determine the appropriate plan, sources, and funds for the platform conversion.
    6. Processed manual platform conversion.
    7. Reviewed and revised issued and processed contracts by the first processors to ensure accuracy on the new platform.
    8. Trained and distributed cases and mentored processors to provide and support procedures for adjustments and conversion process.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Graphic Design

Conversion Specialist Resume

Headline : Detail-oriented, self-motivated, organized team-player with excellent oral and written communication skills with strengths include strong analytical, data analysis, process improvement, and problem-solving skills.

Skills : Access Management, User Acceptance Testing, Process Improvement, Business Analysis, Statistics Tracking, Retirement Plan.

Description :

    1. Managed the conversion of retirement plan accounts from the proprietary balance forward processing system or from external sources.
    2. Worked with customers to develop processing procedures and prepare legal plan documents.
    3. Met with the team assigned to the account to review all processing procedures and documentation.
    4. Processed balance forward plan allocations.
    5. Generated participant statements and employer reports.
    6. Prepared reconciliations of customer trust accounts to participant account balance totals.
    7. Worked with customers to resolve discrepancies and/or questions.
    8. Converted new customers into Booke & Company's proprietary recordkeeping system.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.S Of Science In Mathematics

Conversion Specialist Resume

Summary : Experienced motivated individual seeking a Conversion Specialist position employment opportunity in the community for the development.

Skills : MS Office Suite, Salesforce, Data Entry, Customer Service.

Description :

    1. Led multiple medium - large scale projects simultaneously and managed all aspects of the conversion process for newly acquired client business including implementation methodology and resource planning.
    2. Coordinated asset transfers and physical conversion of records from prior providers and trustees.
    3. Acted as liaison and provided ongoing interface with client, prior provider and internal operations, legal and communication departments to facilitate a smooth and accurate transition for plan sponsor clients and participants.
    4. Completed, reviewed, and delivered prototype plan documents and adoption agreements.
    5. Accountable for the proper testing of systems and data to ensure seamless project delivery.
    6. Held internal business partners and 3rd party vendors are accountable to established service agreement and project live date.
    7. Developed strategy and executed 100+ creative promotional campaigns.
    8. Setup, implemented and analyzed testing and targeting campaigns, working with merchants to generate ideas, plans, and A/B tests.
    9. Analyzed promotional campaigns and provided recommendations based on data.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Administration

Conversion Specialist Resume

Summary : Seeking a leadership/supervisory Conversion Specialist position where excellent operating, organizing and problem-solving skills can be used in a team-based environment to contribute towards company growth and progress.

Skills : Detail Oriented, Organized, Leadership, Computer, Data Entry.

Description :

    1. Responsible for working with 401(k) Data/records from prior/other record-keepers and then converting data from their format into our BISYS formats to build and load data files.
    2. Successfully run "edits" and checks/balances on data to ensure it is correct and then load participants' information into the system.
    3. Converted data from outside vendors over to BISYS by working with the client and/or their payroll vendors to establish file connections and help them a program to BISYS's file specifications.
    4. Supported existing clients to help them elevate/implement new services offered for their plan/plan participants.
    5. Responsible for project management around all conversion and payroll level data for new and existing clients.
    6. Mentored all-new Data Leads in the department for the past year, training them on all aspects of the job.
    7. Developed ongoing procedures for position and others within the department.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
A.S. In Accounting

Conversion Specialist Resume

Objective : Highly motivated individual seeking a career with a Company that will benefit from my proven success researching, analyzing, and organizing data while utilizing my exceptional ability to streamline and implement processes to create more efficient work environments.

Skills : Client Data, Technical Support, MS Office, Software Applications.

Description :

    1. Elicited requirements using interviews, document analysis, surveys, site visits, and business process analysis.
    2. Reviewed, analyzed, and evaluate business systems and user needs of financial applications.
    3. Facilitated specification meetings with project team members to determine the scope, current operating procedures, and project limitations.
    4. Led conversion project for Financial Institutions at multiple sites.
    5. Managed written and telephone requests to correct application errors and Change Management needs.
    6. Assisted with installation, validation testing using Crystal Reports 10, operations training, and live week activities at multiple client sites.
    7. Managed the conversion of 401k plan records and assets from the Merrill Lynch platform to other record keepers.
    8. Conducted plan activities for mergers and acquisitions based on company guidelines.
    9. Responsible for producing the relevant conversion documentation, including conversion lay-outs, mapping keys, valuation reports, loan amortization schedules, and ad-hoc reports.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
M.S. In Technology

Conversion Specialist Resume

Objective : Results-driven information technology specialist with over 2-4 years of experience in network design, system design, project costing and project management skills delivering solutions to fit just about any business need. In addition this professional has in-depth hands on experience in information technology sales, analysis, implementation, optimization, troubleshooting and documentation of networks and business needs.

Skills : Advanced working knowledge of all Office Suite programs, WordPress, HTML, Photoshop/Adobe Suite; Windows and Mac capable. Google Analytics Certified.

Description :

    1. Provided editorial and user support service and converted electronic documents for BNA subscribers worldwide.
    2. Defined conversion requirements for incoming electronic court data.
    3. Edited HyperText Markup Language (HTML) documents and conformed to the company's specifications prior to submission over the firewall.
    4. Monitored automatic document conversion schedules to ensure that processes were running smoothly.
    5. Provided resolutions to basic local and remote data communication problems.
    6. Coordinated with online vendors and BNA departments to facilitate problem resolution and ensure a smooth delivery process.
    7. Utilized Microsoft Access to track services for roll-off containers.
    8. Assisted customers with scheduling deliveries, empty and returns and removals for temporary roll-off containers.
    9. Ensured that all deliveries requested for the next day were set up and scheduled within twenty-four hours.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
A.S In Applied Science

Conversion Specialist Resume

Summary : Conversion Specialist professional offering 15+ years of experience in all facets of the institutional retirement marketplace. Provide leadership and exceptional business value to registered investment advisors, financial intermediaries, plan sponsors, and retirement plan participants with expertise in building relationships and implementing solutions to meet their specific needs.

Skills : Customer Service , Intermediate Computer , Intermediate Microsofft Office User.

Description :

    1. Audited balance sheet and created new chart of accounts for conversion to new financial software.
    2. Reconciled historical pricing and made cumulative corrections for all service contracts of active clients using Oracle R12.
    3. Demonstrated a constant progression of responsibilities.
    4. Achieved most senior position in the North East billing group after six weeks.
    5. Produced and reviewed over forty invoices daily with greater accuracy, efficiency, and communication.
    6. Designed and implemented processes that reduced errors, increased accuracy, and strengthened communication between group members.
    7. Created Crystal Reports for clients during conversion and ongoing, set up General Ledger programs, VB Scripts for 401(k) match, Garnishments and Pay calculations.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
M.S. In Statistics