Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!We are seeking an entry-level Data & Reporting QA Analyst to support Revenue Operations team by ensuring the accuracy, consistency, and reliability of Salesforce-driven Tableau reporting. This role plays a critical part in maintaining trust in sales performance, pipeline, and revenue insights used by Sales, Finance, and GTM leadership. The QA Analyst will validate that Tableau dashboards correctly represent Salesforce sales activities, pipeline movements, and revenue signals. This includes identifying reporting issues as well as underlying Salesforce data quality problems that can impact forecasting, attainment analysis, and go-to-market decision-making.
What will you do:
Perform quality assurance on Tableau dashboards and reports used for Sales Ops and RevOps decision-making Validate that Tableau outputs accurately reflect Salesforce pipeline, opportunity, account, and activity data Document QA findings, validation logic, and recurring data issues to improve reporting standards and processes Ensure reports align with defined sales processes, GTM rules, and RevOps metrics (, pipeline stages, bookings, attribution) Identify discrepancies between Salesforce records and Tableau reporting, and determine root cause (report logic vs. CRM data quality) Partner with Sales Ops, RevOps, Analytics, and BI teams to resolve reporting and data issues Perform data reconciliation using Salesforce exports, Tableau data sources, and Excel Break down complex sales reporting issues into smaller, testable components to isolate errors Support the ongoing accuracy of pipeline reviews, forecasting, attainment tracking, and performance dashboards What you will bring:
Comfort working with Tableau, particularly reading, validating, and interpreting dashboards and metrics Working knowledge of Salesforce (CRM), including core sales objects such as Leads, Accounts, Opportunities, and Activities Strong Excel skills, including VLOOKUP/XLOOKUP, IF statements, COUNTIF, SUMIFS, filtering, pivoting, and working with large datasets Strong analytical and abstract thinking skills, especially in understanding how sales processes translate into data Ability to work with large and complex datasets and identify inconsistencies or anomalies Foundational understanding of SaaS sales models, including pipeline, bookings, ARR, renewals, upsell, and churn Strong sense of accountability and ownership over data accuracy and reporting integrity Ability to work independently while seeking guidance and prioritizing work based on business needs Willingness to challenge data that appears incorrect and investigate beyond surface-level explanations Comfort supporting forecasting, pipeline hygiene, and GTM performance analysis through accurate reporting Clear communicator who can explain data issues to both technical and business stakeholders Nice to Have (Not Required) Exposure to Sales Operations, Revenue Operations, or Business Analytics roles Familiarity with sales forecasting concepts or pipeline managementWhat's in it for you:️Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions. ️We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team. ️Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance. ️We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans. ️We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success. ️Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth. ️We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
