Quality Assurance Specialist

Posted 5 Days Ago
Be an Early Applicant
Atlanta, GA, USA
In-Office
55K-75K Annually
Junior
Financial Services
The Role
Audits call-tracking and CRM data for lead quality, routing accuracy, compliance, billing inputs, and partner delivery. Reviews logs for mismatches and anomalies, applies QA protocols, documents findings, supports data cleaning and reporting, and escalates discrepancies. The role also helps improve QA procedures and collaborates with internal teams and external data feeds to protect billing accuracy and partner trust.
Summary Generated by Built In

QA Associate
About the Role

This role is primarily assigned to legal/MVA operational quality function, validating lead and call data, routing accuracy, billing inputs, and partner-delivery quality within the broader customer-acquisition platform. Performs detailed quality-assurance and data-audit work across call-tracking and CRM records to protect lead quality, data accuracy, revenue reconciliation, and partner billing. Escalates complex discrepancies to the Reporting Manager.

What You'll Do
  • Audit call-tracking data and CRM records for lead quality, routing accuracy, and compliance with campaign parameters.
  • Review daily lead/call logs for data mismatches, invalid calls, scoring errors, missing fields, and other anomalies.
  • Apply established QA protocols across the conversion funnel and document findings consistently.
  • Support data gathering, cleaning, and verification used in performance reporting and partner invoicing.
  • Follow and help improve QA SOPs to reduce manual errors and improve repeatability.
  • Collaborate with internal teams and external data feeds to flag quality issues before they affect billing or partner trust.
Required Qualifications
  • 1-3 years of QA, data auditing, call-center QA, lead-generation QA, or comparable quality-control experience.
  • High school diploma required; associate or bachelor's degree preferred, or equivalent combination of education and experience.
  • Strong Excel/Google Sheets skills and ability to work accurately with large data sets.
  • Working knowledge of call-tracking platforms and lead-management CRMs.
  • Strong pattern recognition, attention to detail, documentation, and escalation judgment.
  • Clear written and verbal communication.
Preferred Qualifications
  • Hands-on Ringba experience.
  • Experience in lead generation, affiliate/performance marketing, or partner billing environments.
Work Schedule and Location

Remote - United States. Full-time remote role with scheduled overlap with the Reporting team and U.S. Eastern Time business operations. Reliable internet, a secure remote work environment, and appropriate protection of company and customer information are required.

Compensation and Benefits

The expected U.S. base salary range for this role is $55,000-$75,000. The actual offer will depend on relevant experience, skills, work location, internal equity, and other lawful job-related factors. This range reflects base compensation only.

Eligible U.S. W-2 employees participate in the benefit plans applicable to the position, subject to plan terms and eligibility rules. Benefit details are provided during the hiring process.


 

Skills Required

  • 1-3 years of QA, data auditing, call-center QA, lead-generation QA, or comparable quality-control experience
  • High school diploma
  • Associate or bachelor's degree, or equivalent combination of education and experience
  • Strong Excel and Google Sheets skills
  • Ability to work accurately with large data sets
  • Working knowledge of call-tracking platforms and lead-management CRMs
  • Strong pattern recognition, attention to detail, documentation, and escalation judgment
  • Clear written and verbal communication
  • Hands-on Ringba experience
  • Experience in lead generation, affiliate or performance marketing, or partner billing environments
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The Company
HQ: Winston-Salem, NC
Year Founded: 2017

What We Do

Wisepath Financial Group provides comprehensive estate planning and wealth management services to protect families' futures. They offer personalized strategies for retirement planning, funding, and long-term care, working with individuals and professional advisors to build strong financial foundations and secure lasting legacies for future generations.

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