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

Technical Writer (Employee and Contract Positions Available)


Utilizing our company's templates, formats, and standards, the key responsibilities include the following:

  • Attend client Needs Assessment/Input Sessions with Next Step's consultants.
  • Prepare Request for Proposal (RFP) documents. These RFPs document a bank/credit union's requirements pertaining to a new core operating system's features and capabilities (including online and mobile banking requirements).
  • The projects involve both original writing and editing content written by our consultants.

Key qualifications include:

  • Proficiency in Microsoft Office, particularly Word and its formatting and change tracking features.
  • Advanced writing and communication skills.
  • Comprehensive and accurate note-taking abilities.
  • Bachelor's Degree in appropriate major (English, technical communication, etc.).
  • Willingness to travel to client sites (usually 4-5 days for each project)

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)