Conversion Services - Client Services Manager - Req #603

Who we are...
As an industry-leading fintech provider, COCC delivers innovative, comprehensive technology solutions and strategic partnerships throughout the Northeastern United States. Listed among American Banker's FinTech 100 and the Inc. 5,000 fastest growing companies in the nation, COCC inspires the industry with innovation and top-quality support. Designated a Top Workplace in Connecticut and a nationally Certified Great Place to Work, COCC recognizes employees as the core of our success.
Inspiring you to become extraordinary in work and life.


What we need

COCC is seeking a Conversion Manager to support and lead client conversion efforts while developing a high performing team. This role is ideal for someone with financial services experience who enjoys guiding others, managing complex workflows, and serving as a subject matter expert for client implementations.
What’s in it for you
COCC offers a collaborative environment, career growth, and all the benefits you’d expect from an award winning employer, including:
• Hybrid schedules and ample paid time off supporting work life balance and flexibility
• Customized training and onboarding to support you in your first year at COCC
• Robust employee development programs aligned with career pathing objectives
• Cutting edge training and educational resources from vendors like SANS, PluralSight, and CBTNuggets
• Generous PTO, benefits, and competitive compensation
• On site fitness centers, wellness incentives, and lifestyle spending accounts
• Tuition reimbursement
• One on one career coaching
• DEIB initiatives championing inclusion and encouraging you to bring your whole self to work
• Financial planning assistance with certified professionals
• Peer recognition programs
What You’ll do
• Support and lead all aspects of client conversions to COCC products and services
• Supervise and develop a team including approving timecards and conducting performance evaluations
• Deliver training programs and materials for both clients and internal staff
• Prepare and distribute policies and procedures for the conversion team
• Establish, monitor, and report on department expenses
• Participate in hiring, reviews, and performance planning for team members
• Organize and lead client and internal meetings on a regular basis
• Coordinate communication between clients and COCC departments
• Identify and manage required vendor interfaces
• Document action items aligned with standards and processes
• Perform data analysis and review during pre conversion, mock, and live conversion phases
• Provide training and support to financial institutions during conversion
• Translate technical concepts into user friendly language
• Update and enhance internal training programs as products evolve
• Participate in ongoing professional and technical development
• Communicate problems and improvement requests to management
What You’ll Bring
• Bachelor’s degree in business or related field preferred
• Minimum 5 years experience in the financial services industry
• Prior conversion experience preferred
• Previous supervisory or management experience preferred
• Strong verbal and written communication skills across all levels
• Excellent customer service skills
• Strong attention to detail and ability to learn new technology
• Ability to analyze data and define product build requirements
• Knowledge of deposit operations functions
• Experience with COCC INSIGHT or Fiserv DNA core systems a plus
• Intermediate Microsoft Office skills including Word, Excel, and Outlook
• Knowledge of SQL and database query tools
• Ability to handle highly confidential information
The salary range for this job is $95700 - $143500. This is a hybrid position in Southington, CT.


Applicants for employment in the US must have work authorization that does not currently or in the future require sponsorship of a visa for employment authorization in the United States.
COCC is committed to maintaining a drug-free workplace. All applicants are required to pass a credit, background, and substance test prior to employment. COCC procures background and consumer reports in compliance with all Federal and State regulations, including The Fair Credit Reporting Act and applicable Department of Labor laws regarding pre-employment screens. COCC is an equal opportunity employer committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.
Accessibility - If you’re a job seeker with a disability and require accessibility assistance or an accommodation to apply for one of our jobs, please let us know by calling 860-678-0444 or emailing TalentManagement@cocc.com. Please specify the help you need and we’ll be happy to get back to you.