What are the responsibilities and job description for the Sales Operations QA Associate, Salesforce - Job ID: 685 position at Kapitus?
Description
We are seeking a Sales Ops Quality Assurance Associate to join our Sales Operations team. In this role, you will be responsible for testing and validating Salesforce and NICE flows to ensure smooth and efficient business processes. Your keen attention to detail and problem-solving abilities will play a key role in identifying issues, ensuring business requirements are met, and supporting continuous operational excellence.
What You Will Do
Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need, when and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast-paced; teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay, and solid opportunity for growth.
Company Mission
At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner’s story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity.
Please Note
Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.
Qualifications
Please see above for qualifications
We are seeking a Sales Ops Quality Assurance Associate to join our Sales Operations team. In this role, you will be responsible for testing and validating Salesforce and NICE flows to ensure smooth and efficient business processes. Your keen attention to detail and problem-solving abilities will play a key role in identifying issues, ensuring business requirements are met, and supporting continuous operational excellence.
What You Will Do
- Review, test, and validate Salesforce workflows, automation, and approval processes to ensure alignment with business logic.
- Identify, log, and report issues or inconsistencies in Salesforce flows
- Test and validate NICE CXone Dailers
- Simulate scenarios to verify call distribution, escalation paths, and reporting flows are functioning as intended.
- Identify gaps or bugs in call flows and coordinate with Dialer Admins for resolution.
- Document test cases, scripts, and defect logs with precision to ensure reproducibility and traceability.
- Participate in meetings to provide updates on testing progress and discuss challenges or potential improvements.
- Provide feedback on process inefficiencies and recommend improvements to Salesforce and NICE CXone workflows.
- Ensure workflows adhere to company policies and compliance standards during testing.
- Bachelor’s degree in business, Information Systems, or a related field preferred.
- 2 years of experience in QA testing, preferably within Salesforce and/or NICE CXone environments.
- Understanding of QA methodologies and tools.
- Ability to create and execute detailed test plans, perform UAT, and conduct functional/regression testing.
- Excellent attention to detail and analytical skills.
- Strong interpersonal skills, with the ability to work effectively with cross-functional teams and stakeholders.
- Ability to convey technical issues clearly to both technical and non-technical audiences.
- Hands-on experience with Salesforce flows (automation, approvals) and NICE CXone call routing or contact center solutions.
- Salesforce Administrator or NICE CXone certifications are a plus.
- Competitive Base Salary Range of $62,800-$100,800 . Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience.
- Annual Incentive Compensation Eligibility – Up to 10% annually
- Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families.
- 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance , ensuring our employees have comprehensive protection without any personal expense.
- Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events.
- Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.
- LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:
- Pet and car insurance discounts.
- Financial services such as LegalShield.
- Relaxation and stress management tools, including a fully covered annual subscription to The Calm App.
- Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.
- Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events.
- Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities.
- Paid Time Off & Sick Time
- Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.
Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need, when and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast-paced; teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay, and solid opportunity for growth.
Company Mission
At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner’s story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity.
Please Note
Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.
Qualifications
Please see above for qualifications
Salary : $62,800 - $100,800
