Practifi
Open positions
2 jobs
13 views last week
Data QA Analyst
New 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 $ 20 views 2 months ago
Technical SaaS Project Manager
Open 52d Remote
Remote project manager at Practifi who owns SaaS implementation delivery for financial advisory clients end to end — building plans from the signed SOW, running kickoff through UAT, go-live and post-go-live support, while managing scope, risk and communication in JIRA and Asana with BAs, Consultants and Data Engineers.
AI Asana Certified ScrumMaster CRM Fintech +7 skills
80K – 95K $