Conversion Specialist Jobs
Conversion Specialist jobs are open across e-commerce, SaaS, fintech, and digital marketing agencies, from entry-level to senior and lead, with specializations in A/B testing, landing page optimization, and email funnel strategy. Scan the live roles below and apply to whichever ones fit.
Find Conversion Specialist JobsOverview
Showing 5 of 17+ Conversion Specialist jobs
Your opportunity
What you’ll do
- Lead consultative onboarding engagements for retirement plan clients and business partners
- Guide the setup of retirement plans on the Trust Bank platform using multiple applications and workflows
- Lead client meetings and translate complex retirement plan, transfer, and account setup requirements into clear next steps
- Coordinate in-kind asset transfers from prior custodians and resolve aging transfer requests through completion
- Collect, review, and validate new-account agreements, fund attachment documentation, and supporting records
- Partner across internal teams to confirm accounts are established with the correct products, services, data, reporting, and operational requirements
- Research issues, identify root causes, document findings for quality control and audit partners, and drive timely resolution
- Monitor Salesforce queues and project deliverables to support accurate data, strong execution, and a seamless client experience
What you have
Required Qualifications
- Minimum of 4 years of progressive financial services experience in a client-facing, operations, conversion, onboarding, trust and custody, recordkeeping, or retirement plan services role
- Working knowledge of qualified retirement plans, ERISA, Department of Labor requirements, plan onboarding, and trust and custody services
- Experience leading complex client conversations and projects involving multiple accounts, transfers, documents, and cross-functional partners
- Strong analytical, research, problem-resolution, written communication, and organizational skills
- Ability to manage competing priorities, work independently, meet deadlines, and maintain accuracy in a fast-moving environment
Preferred Qualifications
- Bachelor’s degree in finance, economics, business administration, or a related field
- Understanding of investments, trading, asset transfers, and the operational considerations involved in transitioning retirement plan business
- Advanced proficiency with Microsoft Office, especially Excel, and experience using Salesforce or other CRM and database systems
- Professional presence, intellectual curiosity, emotional intelligence, and an ownership mindset, with the ability to build trust and navigate sensitive client situations
- Ability to identify process gaps, anticipate downstream impacts, and communicate practical improvements to management and leadership
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Your opportunity
What you’ll do
- Lead consultative onboarding engagements for retirement plan clients and business partners
- Guide the setup of retirement plans on the Trust Bank platform using multiple applications and workflows
- Lead client meetings and translate complex retirement plan, transfer, and account setup requirements into clear next steps
- Coordinate in-kind asset transfers from prior custodians and resolve aging transfer requests through completion
- Collect, review, and validate new-account agreements, fund attachment documentation, and supporting records
- Partner across internal teams to confirm accounts are established with the correct products, services, data, reporting, and operational requirements
- Research issues, identify root causes, document findings for quality control and audit partners, and drive timely resolution
- Monitor Salesforce queues and project deliverables to support accurate data, strong execution, and a seamless client experience
What you have
Required Qualifications
- Minimum of 4 years of progressive financial services experience in a client-facing, operations, conversion, onboarding, trust and custody, recordkeeping, or retirement plan services role
- Working knowledge of qualified retirement plans, ERISA, Department of Labor requirements, plan onboarding, and trust and custody services
- Experience leading complex client conversations and projects involving multiple accounts, transfers, documents, and cross-functional partners
- Strong analytical, research, problem-resolution, written communication, and organizational skills
- Ability to manage competing priorities, work independently, meet deadlines, and maintain accuracy in a fast-moving environment
Preferred Qualifications
- Bachelor’s degree in finance, economics, business administration, or a related field
- Understanding of investments, trading, asset transfers, and the operational considerations involved in transitioning retirement plan business
- Advanced proficiency with Microsoft Office, especially Excel, and experience using Salesforce or other CRM and database systems
- Professional presence, intellectual curiosity, emotional intelligence, and an ownership mindset, with the ability to build trust and navigate sensitive client situations
- Ability to identify process gaps, anticipate downstream impacts, and communicate practical improvements to management and leadership
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Conversion Specialist Jobs by Experience Level
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Find Conversion Specialist JobsConversion Specialist Job Market
Who's Hiring
Top Industries Hiring
- Energy
- Accounting & Auditing
What Employers Look For
The qualifications that appear most often in conversion specialist jobs.
- Experience designing and analyzing A/B or multivariate tests using a recognized testing platform
- Proficiency with web analytics tools to interpret traffic, behavior, and funnel data
- Demonstrated ability to write or edit conversion-focused copy for landing pages and emails
- Familiarity with customer journey mapping and experience identifying drop-off points in a funnel
- Working knowledge of HTML and CSS sufficient to implement or QA front-end changes
- Bachelor's degree in marketing, communications, psychology, or a related field, or equivalent practical experience
Tips for Your Conversion Specialist Job Search
Quantify lift in your resume
Hiring managers for conversion roles scan for numbers fast. Lead every bullet with the metric you moved: conversion rate, click-through rate, revenue per visitor. If you ran a test that lifted checkout completions by any measurable amount, that number belongs at the front.
Build a short testing case study
A one-page case study showing a hypothesis, the test you ran, and the result does more work than a resume bullet. Conversion specialist hiring panels want to see your reasoning process, not just that you used a tool. Even a failed test with a clear post-mortem is worth including.
Apply early to roles that fit
Migrate Mate lists conversion specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by tech stack before applying
Many conversion specialist postings are written around a specific platform, whether it is an e-commerce engine, an email service provider, or a customer data platform. Matching your resume's tool language to the stack listed in the job description increases your chances of clearing automated screening.
Prep for a live optimization exercise
Expect at least one interview stage where you are handed a landing page or funnel screenshot and asked what you would change and why. Practice narrating your prioritization logic out loud, since interviewers care as much about how you think as what you would change.
Negotiate scope alongside compensation
Conversion roles vary widely in how much autonomy you get over test design and copy. Before accepting an offer, confirm whether you will own the full testing roadmap or execute someone else's backlog. Scope shapes both your growth and the results you can claim in your next job search.
Conversion Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most conversion specialists?
Hitachi Energy, CACI International, and Magnolia are hiring the most conversion specialists right now, with openings concentrated in Virginia, North Carolina, and Texas, based on current listings on Migrate Mate as of November 2026. Demand is especially strong at e-commerce brands and B2B SaaS companies running active growth programs.
How many conversion specialist jobs are remote?
About 43% of conversion specialist openings are fully remote or hybrid as of November 2026, reflecting how central digital tools and async collaboration are to the role. Sub-specializations focused on email funnel management and paid landing page optimization tend to have the highest share of fully remote postings.
How do you become a conversion specialist?
Start by learning the core disciplines: copywriting for persuasion, basic statistics for interpreting test results, and analytics platforms for reading funnel data. Run your own tests on a personal project, a freelance client's site, or a volunteer assignment to build a portfolio of real outcomes. From there, entry-level growth marketing or digital marketing coordinator roles are common stepping-stone positions that give you hands-on testing experience before moving into a dedicated conversion role.
Can you get hired as a conversion specialist without direct experience?
Yes, candidates with adjacent experience in email marketing, paid search, or UX writing regularly move into conversion specialist roles by emphasizing transferable skills. The most effective approach is to document any optimization work you have done, even informally, and frame it around a hypothesis, a change, and a measurable result. Smaller e-commerce brands and marketing agencies are typically more open to candidates making this transition than large enterprise teams.
What does the conversion specialist interview process look like?
Most processes run three to four stages. An initial recruiter screen is followed by a hiring manager conversation focused on past test results and your analytical approach. A practical exercise, usually a live critique of a landing page or funnel, is standard at mid-process. Final rounds typically involve a panel with stakeholders from product, design, or growth who probe how you prioritize a testing roadmap and collaborate across teams.
Where can I find and apply to conversion specialist jobs?
You can find and apply to conversion specialist jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your experience and specialization, and apply directly to each listing that fits.
See All 17 Conversion Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
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