About Uplinq
Uplinq is a tech-forward, multi-client bookkeeping and accounting firm serving a wide range of small business industries. We combine cutting-edge automation with human expertise to provide proactive, high-quality accounting services to our clients. From real estate developers to e-commerce sellers, our clients rely on us to manage bookkeeping, tax strategy, and tax preparation so they can focus on running their businesses.
We’re redefining what modern accounting support looks like—and we’re looking for detail-oriented, curious, and accountable professionals to join our growing team
Individual applicants residing in the US only
About the role
We’re looking for an experienced Customer Success Representative to manage customer communications and ensure smooth coordination between customers and our bookkeeping and tax operations teams. This role focuses on understanding workflow statuses, gathering required information, and keeping customers informed—not providing financial advice.
What you'll do
- Handle customer inquiries via phone, email, Zoom, and support tickets
- Communicate bookkeeping and tax status updates clearly and accurately
- Identify and request required documents or information from customers
- Maintain accurate records and workflows in HubSpot and internal systems
- Support customers within our proprietary SaaS platform
- Collaborate closely with internal operations teams to resolve issues efficiently
Qualifications
- 3+ years of SaaS customer support or customer success experience
- Working knowledge of bookkeeping and small business financial workflows
- Expert-level proficiency with HubSpot, Zoom, and Google Workspace
- Ability to quickly learn proprietary software
- Excellent written and verbal communication skills
- Highly organized with strong attention to detail
Why Join Us
- Competitive pay + health, dental, vision, 401(k), and life insurance
- Remote-first and flexible work culture
- Clear path for career growth in a fast-growing firm
- Modern tech stack and automation-first mindset
- Supportive, collaborative team with strong systems and documentation
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.
