Wisepath Financial Group logo
Wisepath Financial Group
Posted 5 days agoVerified live 2d ago

Quality Assurance Specialist

Brief overview

Remote
High SchoolOr in progress
$55k–$75k/yrStated range
1+ yrsMinimum
Quality AssuranceData AuditingMicrosoft ExcelGoogle SheetsCall-Tracking PlatformsLead-Management CRMsRingbaLead GenerationPartner BillingWritten and Verbal Communication

About the company

Wisepath Financial Group logo
Wisepath Financial Groupwisepathgroup.com

Wisepath Financial Group provides financial consulting services such as estate strategies, retirement, insurance & building wealth services.

Job description

Summary

Wisepath Financial Group is hiring a Quality Assurance Specialist to support legal/MVA operational quality within its customer-acquisition platform. The role audits call-tracking and CRM data, validates lead quality and routing accuracy, supports reporting and partner invoicing, and escalates complex discrepancies.

Responsibilities

  • 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

Skills

  • 1-3 years of QA, data auditing, call-center QA, lead-generation QA, or comparable quality-control experience
  • High school diploma required
  • 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
  • Associate or bachelor's degree preferred
  • Equivalent combination of education and experience
  • Hands-on Ringba experience
  • Experience in lead generation, affiliate/performance marketing, or partner billing environments

Qualifications

Must Haves

  • 1-3 years of QA, data auditing, call-center QA, lead-generation QA, or comparable quality-control experience
  • High school diploma required
  • 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

Nice to Haves

  • associate or bachelor's degree preferred
  • equivalent combination of education and experience
  • Hands-on Ringba experience
  • Experience in lead generation, affiliate/performance marketing, or partner billing environments

Benefits

  • 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.
  • Full-time remote role with scheduled overlap with the Reporting team and U.S. Eastern Time business operations.

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