Onboarding Accounting Specialist

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.

Individual applicants residing in the US only
About the role

You're the first person a new Uplinq client talks to after they sign. You'll walk them through setup and get their account live, which includes cleaning up whatever data they bring with them.

The portfolio is large and always moving. Clients sit at every stage of onboarding at the same time, so you'll be holding several timelines in your head on any given day. When one starts to slip, we need to hear it from you early.

How you come across on a call matters in this job. Most of these clients are small business owners who just spent money on something they don't fully understand yet, and you're the proof they made a good decision. The right person here is someone a nervous owner relaxes around inside the first ten minutes.

What you'll do

• Run client meetings daily to collect financial data and pin down scope. Clients trust you when they like talking to you, when they understand what you're telling them, when you do what you said you'd do, and when the accounting is right.
• Set up and configure Uplinq and QuickBooks Online accounts. That includes fixing the integration and access problems that come with them: Plaid connections, payroll, revenue processors, inventory systems.
• Check the signed proposal against what the client tells you they need on the first call. If there's a scope or pricing mismatch, flag it that day. Sales, your manager, and the client all need to hear it from you.
• Keep a high volume of onboarding timelines and deliverables moving at once. Tell your manager when your workload or one specific account is about to fall behind, early enough that someone can still do something about it.
• Troubleshoot setup and data problems with real accounting judgment. When you get something wrong, say so quickly and adjust how you're working.
• Find workarounds when an onboarding stalls, because a good-enough solution that lands on time is what the client needs: manual data entry when a feed breaks, another route to the documents, a schedule change that unblocks things.
• Work with Sales, Initialization, Accounting, and Tax to close handoff gaps. Own your piece of the process from start to finish and hand the account off cleanly when onboarding ends.

Qualifications

• 3+ years in a client-facing accounting or onboarding role. Public or multi-client accounting experience counts for more here.
• 3+ years using QuickBooks Online daily, including setup, integrations, and troubleshooting. Desktop-only experience won't cover what this role needs.
• Solid working knowledge of cash and accrual accounting.
• You've carried 15+ active client relationships at the same time and stayed on top of all of them. You escalate early when an account is at risk, and you adjust when a plan stops working.
• Clients ask for you by name. You build rapport fast, and you can settle down an anxious business owner on a first call.
• You're comfortable telling a client directly that what they signed won't cover what they need. You're also comfortable saying you got something wrong on the rare occasion that occurs.

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

Compensation Range: $65,000-$75,000