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QA Analyst

Posted 11 days ago

Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.
We are seeking a QA Analyst in our Product department, reporting to our Head of Product. This role is responsible for working closely with our product and engineering teams to analyze requirements, write test plans, and perform testing, all to improve software quality for our customers.


Responsibilities
  • Conduct regression testing to ensure functionality, performance and usability for upcoming feature releases.
  • Write detailed test plans based on requirements for new features or bug fixes. 
  • Manually test specific functionality for individual pull requests. 
  • Document test results, testing procedures, and steps to reproduce bugs or defects.  
  • Provide feedback to improve the testing process and recommend improvements based on test results and team collaboration. 

Desired skills and experience
  • 3-5 years of QA experience with software product quality assurance testing web-based software applications on desktop operating systems; including, but not limited to manual testing, writing test plans, regression testing, documenting steps to reproduce, submitting bugs, and documenting issues.
  • Deep technical knowledge and aptitude for a wide variety of software applications and platforms, including modern operating systems, browsers, and common screenshot and video capture tools.
  • Strong attention to detail, a love of technology, and a desire to solve problems. Quick to notice improvements or defects often missed by others.
  • Adept communicator; verbally and in writing.
  • Familiarity (and opinion) of various testing frameworks.
  • Experience with automated testing (Optional).
  • Strong ability to evaluate, maintain and prioritize multiple objectives simultaneously in a dynamic, fast-paced environment. 
  • Excited to work in a high-energy, collaborative, high-growth environment.


 Work Schedule
  • Weekdays, during business hours
  • No travel required


 Benefits
  • Competitive salary and bonus compensation
  • Comprehensive health plan
  • 401k plan
  • Paid time off

 
Interested? Email us a note that speaks directly to this position, along with your resume, and a link to your Linkedin profile to [email protected].
 

Other

Fraudulent recruiting activities may use our name and branding to target job seekers. If you receive a suspicious email or job offer claiming to be from Wealthbox, please do not engage.

  • We only communicate from official Wealthbox email addresses. We do not use emails such as @wealthboxcareers.com, @wealthboxjobs.com, or similar lookalike email domains.
  • We never extend an offer without a formal team interview process.
  • We will never ask you to send personal or financial information (e.g., social security number, bank info) via email or before an offer is made and accepted through official channels.

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