QA Data – CRM & Data Compliance

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

📋 Description

• Conduct daily audits of GoHighLevel (GHL) CRM records using established quality assurance checklists and risk-based sampling techniques.

• Confirm the ownership of contacts and opportunities, pipeline stages, dispositions, appointments, sources, setter attribution, assignments for closers, notes, tasks, timestamps, and follow-up activities.

• Detect missing, duplicate, incomplete, contradictory, outdated, or improperly staged records.

• Examine critical transactions such as no-shows, cancellations, reschedules, same-day and next-day appointments, transfers, and completed consultations.

• Ensure that sold Detect Kits are accurately linked to contacts, opportunities, appointments, setters, closers, and lead sources.

• Reconcile GHL data with sales, setter, closer, quality assurance, and commission spreadsheets.

• Validate spreadsheet formulas, filters, date ranges, duplicates, naming conventions, manual entries, lookups, totals, and data validation processes.

• Keep a daily exception log that documents issues, responsible parties, severity, corrections, deadlines, status, and verification.

• Track exceptions to resolution and independently verify that corrections have been completed.

• Identify recurring errors and differentiate between individual mistakes, training deficiencies, unclear standard operating procedures (SOPs), system problems, and process issues.

• Review AI-generated quality assurance flags and discern true exceptions, false positives, overlooked errors, and repeated false positives.

• Maintain precise attribution across setters, reschedulers, closers, lead sources, appointments, sales, and commissions.

• Compile succinct daily reports that outline compliance rates, unresolved issues, overdue corrections, recurring errors, and significant findings.

• Escalate discrepancies that affect revenue, privacy issues, data manipulation, and persistent compliance problems.

• Collaborate with Sales Management, Customer Success Managers (CSMs), quality assurance stakeholders, and Revenue Operations to uphold a reliable source of truth.

⛳️ Requirements

• A minimum of 2 years of experience in quality assurance, CRM administration, data auditing, sales operations, revenue operations, bookkeeping reconciliation, spreadsheet management, or a similar role.

• Advanced practical knowledge of Google Sheets or Excel, encompassing formulas, filters, lookups, conditional logic, duplicate detection, reconciliation, and data validation.

• Proficient experience with GoHighLevel (GHL) or a similar CRM platform.

• Strong investigative skills for resolving discrepancies and tracing information back to its original source.

• Exceptional attention to detail with a focus on accuracy.

• Outstanding organizational, written communication, follow-through, and documentation abilities.

• Comfortable enforcing standards and professionally communicating discrepancies with various teams.

• Capability to work independently, prioritize issues based on risk, and adhere to daily deadlines.

• Strong integrity and confidentiality when managing sensitive patient, employee, sales, and compensation data.

• Reliable internet connection and a private, secure remote workspace.

• Preferred: background in healthcare, appointment setting, call centers, high-ticket sales, or commission-based environments.

• Preferred: familiarity with Kixie, GHL integrations, Slack, Google Drive, dashboards, or sales reporting systems.

• Preferred: experience with AI-driven quality assurance or call-analysis tools.

• Preferred: understanding of HIPAA-compliant workflows and data privacy principles.

• Preferred: experience in creating SOPs, audit checklists, exception logs, reconciliation reports, or data dictionaries.

🏝️ Benefits

• $1,500 monthly base salary.

• Performance-based team bonus linked to company revenue and ongoing CRM compliance.

• Fully remote role.

• Opportunity to collaborate closely with sales leadership and revenue operations.

• High level of ownership and visibility within a growing healthcare organization.

• Long-term potential to contribute to the establishment of scalable quality assurance and data-quality systems.