Wealthbox is CRM for financial advisors. 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. With a focus on simplicity and usability, Wealthbox makes use of modern design and development practices and reflects the growing consumerization of B2B software for financial advisor teams of all sizes.
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.
Job 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 & 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.
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