QA Data– CRM & Data Compliance
$18,000–$18,000 year
RemoteUnited States
Job Summary
Audit GoHighLevel CRM records daily using established checklists to verify contact ownership, pipeline stages, and sold product connections. Identify missing, duplicate, or contradictory data across appointments, transactions, and spreadsheets, then document exceptions with responsible owners and deadlines. Reconcile GHL data against sales and commission spreadsheets, validate formulas and naming conventions, and independently verify that corrections are properly completed. Escalate revenue-impacting discrepancies and recurring errors to prevent future occurrences while maintaining a single reliable source of truth for the sales organization. Prepare concise daily reports on compliance rates and material findings.
Required 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
Desired Qualifications
- Experience in healthcare, appointment setting, call centers, high-ticket sales, or commission-based environments
- Experience with Kixie, GHL integrations, Slack, Google Drive, dashboards, or sales reporting systems
- Experience working with AI-powered quality assurance or call-analysis tools
- Familiarity with HIPAA-conscious workflows and data privacy principles
- Experience creating SOPs, audit checklists, exception logs, reconciliation reports, or data dictionaries
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