Data QA Lead: Reliable CRM Migrations (Remote)

Practifi; United States; Remote; USD 78,000 - 95,000; Full time

Benefits offered by this job

Practibuddy mentor from day one

Learnbucks education stipend

Fully remote within the US

Bi-annual in-person summits in Chicago

Job summary

Practifi is seeking a Data QA Analyst to own data migration quality across client onboarding engagements. You will establish a standard checklist, document issues, and ensure data accuracy from migration through go-live.

You’ll work with Consultants, Business and Data Analysts, Data Engineers, and Project Managers in a fully remote US setting, with Salesforce and CRM data expertise at the center of delivery.

Qualifications

• 3 to 5 years of experience in data quality, migration, validation, or QA in a CRM or software environment.
• Hands-on experience reconciling data: comparing record counts, field-by-field checks, and finding duplicates and orphans.
• Comfort working inside Salesforce or a comparable CRM, navigating objects, records, and related lists
• A working understanding of how relational data fits together (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, the Salesforce Developer Console, Data Loader, or SOQL queries
• Background in wealth management, financial services, or another regulated industry
• Experience supporting client onboarding or software implementation projects
• Strong spreadsheet skills (lookups, pivot tables, conditional formatting)

Responsibilities

• Validate every migration end to end. You'll analyze source data (record counts, missing values, duplicates, orphaned contacts, inconsistent values), then walk through the Practifi interface object by object to confirm everything displays and connects the way the client's Data Mapping Document says it should.
• Check the details that matter. Every record carries a valid External Id and Batch Id, nothing is owned by a default system user, every contact is tied to at least one relationship, and counts reconcile to source or have a clear explanation.
• Log, route, and retest. You'll capture screenshots of failed checks, log findings in Asana and JIRA, route fixes to engineering, and retest once they're corrected.
• Report clearly. After each Initial Load and Final Load, you'll give the Project Manager, Consultant, or Business Analyst the metrics they need, and you'll prepare the final QA sign-off report before go-live.
• Raise the flag early. When a data issue puts a go-live at risk, you'll elevate it to the Project Manager within 24 hours
• Build the standard. You'll own one QA checklist and issue-tracking format for every engagement, replacing the client-by-client workbooks in use today, and you'll track recurring issues across clients so we fix the process, not just the record.

Skills

Data quality

Data migration

Data validation

Quality assurance

CRM experience

Communication

Tools

Salesforce Inspector

Salesforce Developer Console

Data Loader

SOQL queries

Job description

Practifi is seeking a Data QA Analyst to own data migration quality across client onboarding engagements. You will establish a standard checklist, document issues, and ensure data accuracy from migration through go-live.

You’ll work with Consultants, Business and Data Analysts, Data Engineers, and Project Managers in a fully remote US setting, with Salesforce and CRM data expertise at the center of delivery.