QA Data – CRM & Data Compliance

Job not on LinkedIn

🕒 August 13

🇺🇸 United States – Remote

💵 $1.5k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔧 QA Engineer (Quality Assurance)

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Logo of HireBoost

HireBoost

1 - 10 employees

Founded 2021

🎯 Recruiter

🤝 B2B

👥 HR Tech

Recruitment • B2B • HR Tech

HireBoost is a recruitment platform that helps companies enhance their remote teams by hiring top talent in Latin America. By leveraging a network of highly qualified professionals, HireBoost enables businesses to save on operational costs and improves the hiring experience for both candidates and clients. The platform focuses on facilitating smooth collaboration and communication, ensuring that companies can connect with professionals who meet their technical and cultural needs while also providing a great candidate experience.

📋 Description

• Audit GoHighLevel (GHL) CRM records daily using established QA checklists and risk-based sampling • Verify contact and opportunity ownership, pipeline stages, dispositions, appointments, sources, setter attribution, closer assignments, notes, tasks, timestamps, and follow-up activity • Identify missing, duplicate, incomplete, contradictory, stale, or incorrectly staged records • Review critical transactions including no-shows, cancellations, reschedules, same-day and next-day appointments, transfers, and completed consultations • Verify sold Detect Kits are correctly connected to contacts, opportunities, appointments, setters, closers, and lead sources • Reconcile GHL data against sales, setter, closer, QA, and commission spreadsheets • Validate spreadsheet formulas, filters, date ranges, duplicates, naming conventions, manual entries, lookups, totals, and data validation • Maintain a daily exception log documenting issues, owners, severity, corrections, deadlines, status, and verification • Follow exceptions through resolution and independently verify completed corrections • Identify recurring errors and distinguish individual mistakes, training gaps, unclear SOPs, system issues, and process problems • Review AI-generated QA flags and identify true exceptions, false positives, missed errors, and recurring false positives • Maintain accurate attribution across setters, reschedulers, closers, lead sources, appointments, sales, and commissions • Prepare concise daily reports covering compliance rates, open issues, overdue corrections, recurring errors, and material findings • Escalate revenue-impacting discrepancies, privacy concerns, data manipulation, and repeated compliance issues • Collaborate with Sales Management, CSMs, QA stakeholders, and Revenue Operations to maintain a reliable source of truth

🎯 Requirements

• At least 2 years of experience in quality assurance, CRM administration, data auditing, sales operations, revenue operations, bookkeeping reconciliation, spreadsheet management, or a related role • Advanced practical experience with Google Sheets or Excel, including formulas, filters, lookups, conditional logic, duplicate detection, reconciliation, and data validation • Working experience with GoHighLevel (GHL) or a comparable CRM • Strong ability to investigate discrepancies and trace information to its original source • Exceptional attention to detail and an accuracy-first mindset • Excellent organization, written communication, follow-through, and documentation skills • Comfortable enforcing standards and communicating discrepancies professionally with different teams • Ability to work independently, prioritize issues based on risk, and meet daily deadlines • Strong integrity and confidentiality when handling sensitive patient, employee, sales, and compensation data • Reliable internet connection and a private, secure remote workspace • Preferred: experience in healthcare, appointment setting, call centers, high-ticket sales, or commission-based environments • Preferred: experience with Kixie, GHL integrations, Slack, Google Drive, dashboards, or sales reporting systems • Preferred: experience with AI-powered quality assurance or call-analysis tools • Preferred: familiarity with HIPAA-conscious workflows and data privacy principles • Preferred: experience creating SOPs, audit checklists, exception logs, reconciliation reports, or data dictionaries

🏖️ Benefits

• $1,500 monthly base compensation • Performance-based team bonus tied to company revenue and sustained CRM compliance • 100% remote position • Opportunity to work closely with sales leadership and revenue operations • High level of ownership and visibility within a growing healthcare organization • Long-term opportunity to contribute to the development of scalable QA and data-quality systems

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