Data Conversion & Implementation Specialist
Cornelius Full-time Mid-level Solutions & Sales Engineering
At a glance
Mid-level Solutions & Sales Engineering role at Infovisa. Cornelius · full-time · no salary stated · we estimate $100,884–$169,894 across the United States.
Estimated pay
Infovisa has not published a salary for this role. The figure below is our estimate, not theirs.
$100,884 – $169,894
What the middle half of mid-level solutions & sales engineering roles in the United States paid, among postings that did state a salary.
Worked out from 1,014 postings that stated pay, median $130,000. Last updated Oct 23, 2026.
RoleSolutions & Sales Engineering
SeniorityMid-level
LocationCornelius
EmploymentFull-time
PostedAug 6, 2026 · 2mo ago
Role brief
growthroles summary, based on the employer's posting.
What you'll do
- Convert legacy trust-accounting records into Infovisa applications with standard and customized tools
- Map, check, balance, and validate client information throughout each conversion
- Investigate conversion problems and protect data accuracy before production launch
- Run quality checks and regression tests for newly released software
- Lead weekly client calls covering data, vendor coordination, and implementation progress
What you bring
- At least three years of professional experience, with a bachelor’s degree preferred
- Hands-on SQL Server experience, including the ability to write or interpret SQL queries
- Experience transforming, mapping, checking, and importing data
- Strong analysis, problem-solving, communication, and Microsoft Office skills
- Capacity to handle several client implementations at the same time
Who this fits
You’ll suit analytical, detail-focused, customer-oriented work that combines data troubleshooting with direct client interaction. The role involves some travel and requires collaboration with Product Support and Development during implementations.
From the employer
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 Infovisa's 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
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 support and 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.
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 Infovisa's 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 Infovisa's 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 Infovisa's 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.
- Bachelor's 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 support and 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.
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