Data QA Analyst

About Practifi (The Real Story) Practifi is the only intelligent CRM company that meets wealth management firms wherever they are in their AI adoption journey. Our enterprise-grade, compliance-first foundation brings client data, workflows, and relationship intelligence together in one system, so firms can understand what matters, take the right action, and scale without ever needing a new CRM. That same directness runs through how we work. We're a team of fewer than 100 people, remote-first across the US and Australia, and we'd rather tell you how this job actually works than polish it for the pitch. We don't sell a version of the role that doesn't exist. The Opportunity (What This Role Really Means) When a wealth management firm moves onto Practifi , the first thing they judge us on is their data. If a household is missing a member, if a client shows up twice, or if a servicing team points to the wrong advisor, they notice on day one. So do their clients. Right now, quality assurance on those data migrations is handled by whoever is delivering the engagement, on top of everything else on their plate. It works, but it means every client gets a slightly different process and nobody has a clear view of the issues that keep coming back. We're creating this role to change that. As our Data QA Analyst, you'll be the dedicated owner of data migration quality across every client onboarding engagement. You'll work the checklist object by object, build one standard the whole team use