Practifi
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2 jobs
13 views last week
Data QA Analyst
RemoteNorth America
United States
Owns data-migration quality for every client onboarding onto Practifi, a Salesforce-based CRM for wealth management firms. Day to day: validating migrated data object by object (counts, duplicates, orphaned records), logging and retesting issues in JIRA/Asana, and producing QA sign-off reports before go-live.
AI Asana CRM Data Engineering Data Quality +4 skills
78K – 95K $ 6 views 2 months ago
Technical Consultant
Open 46d RemoteNorth America
United States
A Technical Consultant who builds client solutions on Practifi's Salesforce-based wealth management platform: scopes requirements with clients and a Business Analyst, configures objects, flows, and security, runs training sessions and demos, and serves as the escalation point for support and MSP issues. Core tech is Salesforce admin/configuration tooling and the Practifi platform.
AI Fintech JSON SaaS Salesforce
85K – 110K $