Jobs · Sales

Conversion Strategist

That Startup Job · San Diego, CA · 1 mo ago
Sales$72k–$80k/yrFull-time
We need to extract the job posting content and produce HTML fragment with sections: headings using

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to parse the given text. The job posting appears to be for "Conversion Strategist" at Corelation, location San Diego, California, United States, type Remote, Onsite. We need to extract sections: About the role (maybe description), Responsibilities (list of duties), Requirements (list), Qualifications (maybe education/experience), Skills (maybe not explicit), Benefits (list), Pay (range), Schedule (maybe not given). Also maybe "Why You Are The Perfect Fit" and "Why We Are Your Perfect Fit". But we need to map to allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections where there is real specific content. Let's extract content. From the posting: "Recognized as a Top Workplace in San Diego, we live and work by our core values of integrity, collaboration, innovation, respect, and service. At Corelation, we invest in our people through competitive pay, outstanding benefits, and a culture that values growth and connection. Our offerings include a generous 401(k) retirement plan, an extensive paid time off policy, and a supportive, high-performing work environment. When you join the Corelation team, you’re embarking on a journey of meaningful professional and personal development." That's about the company/role? Could be "About the role" or "About us". We'll treat as "About the role". Next: "Business & Corporate Law What We Are Looking For The Conversion Strategist is the beginning level position responsible for KeyStone product planning, database configuration, conversion data and development specifications through the conversion process to the Keystone application. The Conversion Strategist will work heavily with the client but also collaborates extensively with other Conversion Strategists as well as Implementation, Development, Education, and Project Management staff. This position must demonstrate a high level of collaboration and teamwork and ability to strategize toward a successful KeyStone conversion. Labor & Employment Law It entails extensive information sharing, documenting technical knowledge, educating and communicating on the details of KeyStone as well as communicating requirements and timelines effectively and accurately. This position works with supervisory direction and will require assistance from more senior Conversion Strategists." That seems like description of role/responsibilities. Could be "Responsibilities". We'll extract bullet points? It's prose, but we can convert to

    . However we need to use

    • for any list of duties/requirements/benefits. This is not a list but prose; we can keep as

      . Then "Requirements" section: after that we see "Requirements Collaborate with clients to gather requirements, document business and development needs, and effectively communicate and listen to clients in a professional and positive manner.Thoroughly understand and educate clients on KeyStone application details and gain an understanding of the products and services offered by clients to ensure the core is built to meet their specific needs.Act as a liaison between credit unions and development, providing timely and accurate updates to clients and internal staff, and advising credit unions on database concepts and functional capabilities.Develop and maintain a basic to intermediate understanding of database mapping and setup, and assist with database setup, table information and cross-over data gathering, and conveying development items for coding.Validate databases, test product behavior, troubleshoot errors, and suggest ways to improve the client’s product, while maintaining a basic to intermediate understanding of database conversion balancing, conversion exception reports, and database validation.Provide thorough documentation of data standards, internal and external procedures, and write basic technical specifications for custom items.Assist with client training and support of back-office functions and participate in knowledge development and teach-back sessions on various aspects of the Conversion Strategist role.Take a proactive approach to address all client business unit needs and questions.During their first project, the mentor(s) will provide guidance and support as the individual takes the lead. During their second project, they will be expected to independently lead most client/project milestones, tasks, working meetings, and client conversations, with minimal mentor support. After the second project, they should be capable of independently completing small projects (clients less than 500 million in assets) from start to finish, while proactively identifying and mitigating project risks. When potential issues arise, they are proficient in evaluating them and utilize sound critical thinking skills before escalating them to senior team members for resolution.Perform any additional job-related duties as assigned.Travel is approximately 25%." That is a long list of duties/responsibilities, but it's under "Requirements" heading in the source. However it's more like responsibilities/duties. But we need to follow the source headings? The instruction: Use

      for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should map content to these headings based on what the posting contains. The posting has a "Requirements" section (the big block). It also has "Why You Are The Perfect Fit" (At least 6 months of similar or related experience. You have at least a two year degree in a related field. You preferably have experience working in the Credit Union Industry.) That could be "Qualifications". Also "Why We Are Your Perfect Fit Benefits Include but not limited to: ..." That's benefits. Also "Pay Range Range depends on geographic metro / zone, budget, and experience* Salary Description $72,000 - $80,000". That's pay. We also have "Travel is approximately 25%." That could be schedule? Not exactly schedule; maybe not include schedule unless explicit. We need to avoid filler like "commensurate with experience". The pay range is specific: $72,000 - $80,000. Good. Benefits list: "Medical, Dental, Vision, Life Insurance 401(K) Match Discretionary profit share Discretionary annual bonus Wellness Programs: Yoga and Massages Bi-Weekly engagements (coffee tastings, trivia, etc.… ) Community Involvement Professional Development Growth Days Vacation Days Floating Holidays Sick Days Parental leave What you can be a part of: Company Band Basketball Flag Football Volleyball". That's a list. We need to output sections only if there is real specific content. Thus sections: - About the role: we have introductory paragraph about company values, etc. That's substantive. - Responsibilities: we have the description after "What We Are Looking For" and before "Requirements". That's also substantive. Could be considered responsibilities. - Requirements: we have the big block under "Requirements". That's substantive. - Qualifications: we have "Why You Are The Perfect Fit" bullet points: at least 6 months similar experience, two year degree, preferably credit union experience. That's qualifications. - Skills: Not explicitly listed; maybe we could infer from responsibilities but not explicit. Better to omit if not present. - Benefits: we have list. - Pay: we have salary range. - Schedule: Not given explicitly; travel 25% maybe but not schedule. We'll omit. We must not repeat job title as heading. So we won't add a heading for "Conversion Strategist". We'll just output sections. We need to use

      for each section heading. Use
      • for any list of duties/requirements/benefits. For prose, use

        . We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep the details as they appear, but we can format into lists where appropriate. We need to be careful not to duplicate lines. Let's extract each section's content precisely. **About the role**: Paragraph: "Recognized as a Top Workplace in San Diego, we live and work by our core values of integrity, collaboration, innovation, respect, and service. At Corelation, we invest in our people through competitive pay, outstanding benefits, and a culture that values growth and connection. Our offerings include a generous 401(k) retirement plan, an extensive paid time off policy, and a supportive, high-performing work environment. When you join the Corelation team, you’re embarking on a journey of meaningful professional and personal development." We should keep that as a

        . **Responsibilities**: The text after "What We Are Looking For" up to before "Requirements". Let's extract: "The Conversion Strategist is the beginning level position responsible for KeyStone product planning, database configuration, conversion data and development specifications through the conversion process to the Keystone application. The Conversion Strategist will work heavily with the client but also collaborates extensively with other Conversion Strategists as well as Implementation, Development, Education, and Project Management staff. This position must demonstrate a high level of collaboration and teamwork and ability to strategize toward a successful KeyStone conversion. It entails extensive information sharing, documenting technical knowledge, educating and communicating on the details of KeyStone as well as communicating requirements and timelines effectively and accurately. This position works with supervisory direction and will require assistance from more senior Conversion Strategists." We need to ensure we captured all. There's also "Business & Corporate Law" and "Labor & Employment Law" headings that appear but are likely just formatting; we can ignore them as they are not substantive content. The text includes those headings but they are not part of the description; we can drop them as they are likely just section markers from the original PDF. We'll keep the sentences. Thus responsibilities paragraph. **Requirements**: The block after "Requirements". Let's extract exactly: "Collaborate with clients to gather requirements, document business and development needs, and effectively communicate and listen to clients in a professional and positive manner.Thoroughly understand and educate clients on KeyStone application details and gain an understanding of the products and services offered by clients to ensure the core is built to meet their specific needs.Act as a liaison between credit unions and development, providing timely and accurate updates to clients and internal staff, and advising credit unions on database concepts and functional capabilities.Develop and maintain a basic to intermediate understanding of database mapping and setup, and assist with database setup, table information and cross-over data gathering, and conveying development items for coding.Validate databases, test product behavior, troubleshoot errors, and suggest ways to improve the client’s product, while maintaining a basic to intermediate understanding of database conversion balancing, conversion exception reports, and database validation.Provide thorough documentation of data standards, internal and external procedures, and write basic technical specifications for custom items.Assist with client training and support of back-office functions and participate in knowledge development and teach-back sessions on various aspects of the Conversion Strategist role.Take a proactive approach to address all client business unit needs and questions.During their first project, the mentor(s) will provide guidance and support as the individual takes the lead. During their second project, they will be expected to independently lead most client/project milestones, tasks, working meetings, and client conversations, with minimal mentor support. After the second project, they should be capable of independently completing small projects (clients less than 500 million in assets) from start

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