About Uplinq
Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We’re re-engineering how entrepreneurs manage their finances, replacing manual bookkeeping, rules, and spreadsheets with intelligent automation that delivers real-time clarity and control.
We’re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff. We measure success in demos booked, pipelines created, and revenue influenced.
About the role
We are seeking a dynamic Account Executive to join our growing team. The ideal candidate will combine technical expertise with strong sales acumen, particularly in the SMB sector. You will work closely with potential clients to understand their needs and demonstrate how Uplinq's products can meet their business objectives. This role requires an understanding of bookkeeping solutions and integrations to help clients seamlessly adopt our solutions (we'll help you get there).
What you'll do
- Engage with prospective SMB clients to understand their bookkeeping and accounting challenges.
- Present and demonstrate Uplinq's software solutions, highlighting technical features and integration capabilities.
- Collaborate with other members of the sales team to develop strategies that address client needs and close deals.
- Assist clients with the implementation and integration of Uplinq’s solutions into their existing systems.
- Conduct product training sessions for new clients to ensure a smooth transition and effective use of our software.
- Gather feedback from clients to contribute to product development and improvement.
- Maintain up-to-date knowledge of industry trends, competitive products, and advancements in bookkeeping and accounting technology.
Qualifications
- Bachelor’s degree in Business, Accounting, Finance, or a related field preferred.
- 3+ years of experience in sales or a similar role, preferably in the SMB sector.
- Strong understanding of bookkeeping and accounting principles, as well as related software tools (e.g., QuickBooks Online) preferred.
- Excellent communication and presentation skills, with the ability to convey technical information to a non-technical audience.
- Proven track record of successfully supporting sales teams and closing deals.
- Experience with SaaS products and software integration.
- Ability to work independently and as part of a team, managing multiple projects simultaneously.
- Strong problem-solving skills and attention to detail.
- Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce).
Why Uplinq?
- Join a mission-driven team dedicated to transforming small business bookkeeping and accounting.
- Be part of a collaborative and supportive work environment that values innovation and excellence.
- Opportunity to grow with a company that is redefining the industry through AI-driven solutions.
- Competitive salary and benefits package.
If you are passionate about leveraging technology to solve real-world problems and have a knack for sales and technical expertise, we would love to hear from you. Apply today to join the Uplinq team and make a significant impact on the future of small business finance.
Pay: 75,000 Base + Commission
Top Skills
What We Do
Uplinq AI is revolutionizing bookkeeping for small businesses through advanced artificial intelligence. Our platform eliminates the complexity and time-drain of financial management, allowing entrepreneurs and small business owners to focus on what matters most—growing their business.
Designed specifically with small businesses in mind, Uplinq AI seamlessly integrates with existing financial systems to automate data entry, categorize transactions with remarkable accuracy, and identify potential tax savings that are often overlooked. We understand the unique challenges that small businesses face when managing finances with limited resources and expertise.
Our solution delivers:
- Automated bookkeeping that saves hours of manual work each week
- Enhanced accuracy in financial reporting and tax preparation
- Small-business-friendly pricing without sacrificing powerful features
- Real-time financial insights for informed decision-making
- Simple integration with popular accounting software
- Specialized support for small business tax requirements
- Bank-level security protecting your sensitive financial data
Uplinq AI transforms the burden of bookkeeping into a strategic advantage. Our intelligent system grows with your business, adapting to your changing financial patterns and requirements.
Join thousands of small businesses that have discovered how Uplinq AI's intelligent bookkeeping solution can reduce costs, improve compliance, and provide clarity in financial management.
Experience the future of intelligent bookkeeping—designed specifically for small business success.
