QA Data & CRM Auditor — Remote

Zohorecruit; United States; Remote; USD 17,000 - 23,000; Full time

Benefits offered by this job

100% remote

Job summary

Zohorecruit seeks a highly detail-oriented QA Virtual Assistant – CRM & Data Compliance to ensure CRM records, appointments, and reporting are accurate and reconciled. You will document issues, assign corrections, verify fixes, and help prevent repeats across a remote sales organization.

The role demands meticulous attention to data standards, strong spreadsheet skills, and the ability to enforce quality controls while collaborating with Sales Management, CSMs, QA, and Revenue Operations.

Qualifications

• 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 back to its original source.
• Exceptional attention to detail and a strong "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 consistently meet daily deadlines.
• Strong sense of integrity and confidentiality when handling sensitive patient, employee, sales, and compensation data.
• Reliable internet connection and a private, secure remote workspace.

Responsibilities

• Audit GoHighLevel (GHL) CRM records on a daily basis using established QA checklists and risk-based sampling.
• Verify contact ownership, opportunity ownership, pipeline stage, disposition, appointment status, source, setter attribution, closer assignment, 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 appointments, next-day appointments, transfers, and completed consultations.
• Verify that sold Detect Kits are correctly connected to the appropriate contact, opportunity, appointment, setter, closer, and lead source.
• Reconcile GHL data against required sales, setter, closer, QA, and commission spreadsheets.

Skills

Quality assurance

Data auditing

Spreadsheet management

Attention to detail

Documentation skills

Independent work

Tools

GoHighLevel

Google Sheets

Excel

Job description

Zohorecruit seeks a highly detail-oriented QA Virtual Assistant – CRM & Data Compliance to ensure CRM records, appointments, and reporting are accurate and reconciled. You will document issues, assign corrections, verify fixes, and help prevent repeats across a remote sales organization.

The role demands meticulous attention to data standards, strong spreadsheet skills, and the ability to enforce quality controls while collaborating with Sales Management, CSMs, QA, and Revenue Operations.