Data QA Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Validate all data migrations comprehensively throughout client onboarding projects.

• Examine source data for record quantities, absent values, duplicates, orphaned contacts, and inconsistent entries.

• Navigate the Practifi interface object by object to ensure data is displayed and connected according to the client's Data Mapping Document.

• Confirm valid External Id and Batch Id values, appropriate ownership, relationship links, and reconciled counts.

• Document failed checks with screenshots and log findings in Asana and JIRA.

• Direct fixes to engineering and retest resolved issues.

• Deliver metrics to the Project Manager, Consultant, or Business Analyst after each Initial Load and Final Load.

• Compile the final QA sign-off report prior to go-live.

• Raise go-live risks to the Project Manager within 24 hours.

• Maintain a standardized QA checklist and issue-tracking format for each engagement.

• Monitor recurring issues among clients and promote process enhancements.

• Complete PractifiU onboarding and training while collaborating with a Practibuddy mentor.

• Work alongside Consultants, Business and Data Analysts, Data Engineers, and Project Managers.

• Assist with delivery activities when QA volume is lower.

• Report to the PMO Team Lead within the Data Services team.

⛳️ Requirements

• 3 to 5 years of experience in data quality, data migration, data validation, or quality assurance, preferably in a CRM or software setting.

• Practical experience in reconciling data, including comparing record counts, executing field-by-field checks, and identifying duplicate and orphaned records.

• Comfortable working within Salesforce or a similar CRM, navigating objects, records, and related lists.

• Basic understanding of relational data, including IDs, lookups, and records that link to other records.

• Experience in logging and tracking issues using JIRA, Asana, or similar tools.

• Strong written communication skills, including the ability to present findings in a manner that non-technical stakeholders can act upon.

• Familiarity with Salesforce Inspector, Salesforce Developer Console, Data Loader, or SOQL queries is a plus.

• Background in wealth management, financial services, or any regulated industry is a plus.

• Experience in supporting client onboarding or software implementation projects is a plus.

• Proficient spreadsheet skills, including lookups, pivot tables, and conditional formatting, are a plus.

• Ability to work fully remotely within the US.

• Must be legally authorized to work in the US for any employer without the need for sponsorship.

• Salesforce certification is not a requirement to apply.

🏝️ Benefits

• 20 days of paid vacation each year.

• 10 sick days annually.

• 3 personal days each year.

• 3 volunteering days every year.

• Comprehensive medical, dental, vision, disability, and life insurance benefits.

• 401(k) plan with company match.

• Fully remote work within the US.

• Assigned a Practibuddy mentor from day one.

• Annual Learnbucks education stipend.

• Opportunity for Salesforce certification with provided time and support.

• Bi-annual in-person summits held in Chicago.

• Opportunities for internal promotions.

• A Slack culture that encourages questions and celebrates achievements.