Job Overview

Level Up Talent Solutions is looking for a Lean-Pro Sales Quality Assurance Specialist to support a health and wellness client by reviewing consultation sales recordings and ensuring key consultation areas are being covered. This role is ideal for someone detail-oriented, analytical, and familiar with sales calls, client consultations, or call quality review. The main focus is to identify missed areas, document observations, and provide feedback that can support coaching and performance improvement.

Responsibilities

• Review recorded sales consultation calls and evaluate them using established QA scorecards or review guidelines
• Complete approximately 8–12 call reviews per day, depending on assigned volume
• Check adherence to required consultation flow, process standards, and communication guidelines
• Monitor calls for professionalism, documentation accuracy, ethical sales practices, and compliance-sensitive areas
• Document strengths, missed steps, inconsistencies, compliance concerns, and improvement opportunities
• Track quality trends related to discovery, rapport-building, recommendation quality, objection handling, closing process, and overall call consistency
• Prepare weekly and monthly reports summarizing QA scores, recurring patterns, compliance findings, and improvement opportunities
• Maintain organized QA records, call evaluations, reports, dashboards, and performance documentation
• Escalate major compliance concerns, repeated issues, or urgent quality findings to leadership when needed
• Handle sensitive health-related, customer, and performance information with confidentiality and professionalism

Qualifications

• At least 3 years of experience in Quality Assurance, Call Quality Review, Sales Operations, Compliance, Customer Experience, Call Center Quality, or a similar role
• Experience evaluating recorded customer interactions, sales calls, consultation calls, or service calls
• HIPAA training, HIPAA compliance experience, or prior experience handling health-related information securely and confidentially, with willingness to complete any required HIPAA training before starting
• Experience using scorecards, QA forms, checklists, or quality evaluation tools
• Strong attention to detail and ability to identify missed steps, inconsistencies, and process deviations
• Strong analytical skills with the ability to recognize patterns and summarize findings clearly
• Proficient in Google Sheets or Microsoft Excel for tracking, reporting, and organizing QA data
• Familiarity with CRM systems such as GoHighLevel or similar platforms
• Comfortable reviewing Zoom recordings and using Google Workspace
• Strong written English skills for preparing clear, concise, and useful reports
• Reliable, organized, objective, and able to work independently with minimal supervision

Nice to Have

• Experience reviewing high-ticket or consultative sales calls
• Background in healthcare, wellness, functional medicine, coaching, or education-related services
• Experience creating QA dashboards, scorecards, KPI reports, or performance tracking sheets