The Quality Assurance Specialist will audit call-tracking data and CRM records to ensure lead quality, routing accuracy, and compliance. They will also support data cleaning for performance reporting and collaborate with teams to resolve quality issues before billing.
Support Senior Advisors in analyzing client data and preparing macroeconomic financial models while participating in joint-planning meetings. Manage existing client relationships and collaborate on local business development and educational marketing events.
Support senior advisors in analyzing client data and preparing macroeconomic financial models. Manage existing client relationships and collaborate on local business development and educational marketing events.
