Passionately Serving Our Clients Since 1995


Join Our All Star Team


We're Hiring!

We are a very specialized company of experts with the highest standards for performance and integrity.

Current Opportunities

Project Manager

Utilizing Next Step's proven methodology and tools, the key responsibilities include the following: 

  • Project Manage vendor core system evaluations and selections for banks and credit unions.
  • Assess system and process needs.
  • Develop RFPs / Requirement Documents.
  • Facilitate decision / selection process.
  • Project Manage conversions to the selected systems.

Key qualifications include:

  • Conversion experience working at a banking / credit union software company or consulting firm.
  • Basic familiarity with Core System functionality (such as Fiserv, Open Solutions, Jack Henry, Symitar, FIS, Finastra, CSI, etc.).
  • Bank Operations knowledge (such as back-office deposits, ACH, loan servicing, branch operations, etc.).
  • Excellent communication skills.
  • Enthusiastic and organized.
  • Ability to travel significantly (all expenses reimbursed)

Sales Support and Marketing Assistant

Key responsibilities include the following: 

  • Support sales activities including preparation of slide presentations, proposals, meeting materials, collateral, etc.
  • Assist and coordinate interactions with prospects via phone, email, WebEx, etc.
  • Help develop the company’s industry conference presence including working with third parties to reserve exhibitor space, create booths, and all associated activities.
  • Work with management to determine messaging to market and propagate the company’s presence in the industry via traditional and digital marketing and advertising.
  • Assist with third parties to maintain company’s web site and to design a new site.

This position will enable the candidate to engage directly with executive management and provides the opportunity to work with a dynamic small company. It is a great opportunity for a professional still relatively early in his/her career who is interested in growing in the sales and/or marketing areas.

Key qualifications include:

  • Applicable / related work experience required. Experience at a bank, credit union, or software vendor that serves financial institutions is a plus.
  • Bachelor’s Degree in marketing or similar field.
  • Excellent communication skills and ability to work with strong professionals.
  • Proficient computer and Microsoft Office skills.
  • Enthusiastic and organized.