CRM QA Engineer

• Develop, coordinate, and execute comprehensive test plans for CRM applications, enhancements, and integrations across environments
• Create detailed test cases, scenarios, and test data validating CRM functionality including lead management, opportunity lifecycle, customer data management, workflows, automations, and reporting
• Design and maintain automated and reusable test scripts for CRM user interfaces, APIs, and system integrations
• Validate CRM configurations such as rules, workflows, validations, permissions, and data models
• Collaborate with Business Analysts and stakeholders to ensure test coverage aligns with functional and technical requirements
• Document QA activities, test results, and defects to support audits, compliance, and release readiness
• Establish testing protocols for CRM releases, upgrades, and third‑party integrations

• Identify, log, analyze, and track defects related to CRM functionality, data integrity, integrations, and user experience using incident tracking tools
• Perform functional, regression, integration, and data validation testing across CRM environments
• Validate data synchronization between CRM platforms and downstream/upstream systems (e.g., marketing automation, ERP, finance, reporting platforms)
• Ensure CRM solutions meet quality, performance, security, and usability standards
• Continuously improve QA processes, automation coverage, and testing tools used in CRM delivery
• Support UAT cycles and partner with business stakeholders to validate CRM solutions prior to production deployment
• Assist with documentation related to CRM functionality, testing procedures, and user guidance

• Build strong, trust‑based relationships with developers, product teams, and business stakeholders
• Act as a quality advocate for CRM solutions across the organization
• Collaborate with users to understand real‑world CRM usage and anticipate risk areas
• Communicate clearly and effectively on defects, testing outcomes, risks, and readiness
• Promote a customer‑centric mindset in CRM design and delivery
• Contribute actively to a collaborative, solution‑oriented QA team
• Cross‑train and provide backup support for other QA team members as needed

The preferred candidate will hold a bachelor’s degree in Computer Science, Information Systems ; or three to five years’ related experience and/or training; or equivalent combination of education and experience.

The preferred candidate has noteworthy experience in the following areas:

• 3+ years of quality assurance experience , with at least 1–2 years focused on CRM platforms – specifically Dynamics 365
• Experience testing CRM systems such as Salesforce, Microsoft Dynamics, HubSpot, or comparable enterprise CRM solutions
• Experience validating CRM workflows, automations, data models, reports, dashboards, and security models
• Hands‑on experience with API testing and data validation
• Experience with web technologies (JavaScript, HTML, CSS)
• Experience with test automation tools (e.g., TestComplete, Playwright, Selenium, ReadyAPI, Postman)
• Experience with scripting or programming languages such as Java, Python, or JavaScript
• Database experience with Oracle, SQL Server, or similar relational databases
• Familiarity with CI/CD and DevOps practices in a QA or release environment

While performing this job, it will require: Eight (8) hours or more a day of sitting; walking; standing; bending; answering the telephone; entering data into the computer; retrieving data from the computer or analyzing data from reports.