The CRM Quality Assurance Engineer is responsible for planning, designing, and executing both automated and manual testing to ensure the quality, reliability, and performance of CRM platforms and integrations that support sales, marketing, service, and operational teams. This role works closely with Product Owners, Business Analysts, Developers, and business stakeholders to validate CRM functionality against business requirements and ensure solutions meet quality standards before release to production. The CRM Quality Assurance Engineer plays a critical role in ensuring that customer data, workflows, integrations, and reporting within CRM systems are accurate, secure, scalable, and aligned with business needs. The CRM QA Engineer is responsible for the following results: Test Plan Development 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 Delivery 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 Relationships 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
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Job Type
Full-time
Career Level
Mid Level