Data QA Analyst

🔥 vor 13 Stunden

🇺🇸 Vereinigte Staaten – Remote

💵 $78.000 - $95.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

🔧 QA-Ingenieur (Qualitätssicherung)

🗣️🇺🇸🇬🇧 Englisch erforderlich

Woher diese Stelle stammt

Veröffentlicht auf der Karriereseite von Practifi, nicht über eine Jobbörse

Von Remote Rocketship zum ersten Mal gesehen vor 13 Stunden

Noch offen auf der Website von Practifi. Geprüft vor 53 Minuten.

Logo of Practifi

Practifi

51 - 200 Mitarbeiter

Gegründet 2013

💼 Beratung

🛡️ Versicherung

☁️ SaaS

💰 €16.447.797 Series B - Practifi im 2020-01

Consulting • Insurance • SaaS

Practifi ist eine intelligente, KI-gestützte CRM-Plattform, die speziell für Vermögensverwaltungsunternehmen und registrierte Anlageberater (RIAs) entwickelt wurde. Sie bietet Unternehmensniveau, anpassbare CRM-Funktionalität auf Salesforce-Infrastruktur, mit nativen KI-Assistenten, tiefen Integrationen mit Depotbanken und Wealth-Tech-Systemen (z. B. Orion, Black Diamond, Addepar, Schwab), Workflow-Automatisierung für Compliance und Kundenservice sowie mobilen Zugang, um die Berateroperationen zu optimieren und Unternehmen jeder Größe zu skalieren.

Beschreibung

• Validate every data migration end to end across client onboarding engagements • Analyze source data for record counts, missing values, duplicates, orphaned contacts, and inconsistent values • Navigate the Practifi interface object by object to confirm data displays and connects according to the client's Data Mapping Document • Verify valid External Id and Batch Id values, correct ownership, relationship links, and reconciled counts • Capture screenshots of failed checks and log findings in Asana and JIRA • Route fixes to engineering and retest corrected issues • Provide metrics after each Initial Load and Final Load to the Project Manager, Consultant, or Business Analyst • Prepare the final QA sign-off report before go-live • Escalate go-live risks to the Project Manager within 24 hours • Own a standardized QA checklist and issue-tracking format for every engagement • Track recurring issues across clients and drive process improvements • Complete PractifiU onboarding and training and work with a Practibuddy mentor • Collaborate with Consultants, Business and Data Analysts, Data Engineers, and Project Managers • Support delivery activities when QA volume is lighter • Report to the PMO Team Lead within the Data Services team

🎯 Anforderungen

• 3 to 5 years of experience in data quality, data migration, data validation, or quality assurance, ideally in a CRM or software environment • Hands-on experience reconciling data, including comparing record counts, running field-by-field checks, and finding duplicate and orphaned records • Comfort working inside Salesforce or a comparable CRM, navigating objects, records, and related lists • Working understanding of relational data, including IDs, lookups, and records that link other records • Experience logging and tracking issues in JIRA, Asana, or a similar tool • Clear written communication, including findings a non-technical stakeholder can act on • Experience with Salesforce Inspector, Salesforce Developer Console, Data Loader, or SOQL queries is a nice-to-have • Background in wealth management, financial services, or another regulated industry is a nice-to-have • Experience supporting client onboarding or software implementation projects is a nice-to-have • Strong spreadsheet skills, including lookups, pivot tables, and conditional formatting, are a nice-to-have • Ability to work fully remotely within the US • Must be legally authorized to work in the US for any employer without sponsorship • Salesforce certification is not required to apply

🏖️ Vorteile

• 20 days of paid vacation annually • 10 sick days annually • 3 personal days annually • 3 volunteering days annually • Medical, dental, vision, disability, and life insurance benefits • 401(k) with company match • Fully remote within the US • Practibuddy mentor from the first day • Annual Learnbucks education stipend • Salesforce certification with time and support provided • Bi-annual in-person summits in Chicago • Promotion path from within • Slack culture where questions are welcome and wins get celebrated

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