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
As an Onboarding Representative, you’ll be the first point of contact for new clients—guiding them through system setup, data clean-up, and preparing their accounts for ongoing success. This is a client-facing, high-touch role that requires exceptional communication skills, strong accounting knowledge, and the ability to manage a large portfolio with speed and accuracy.
What you'll do
- Lead daily client meetings to gather data and build trust.
- Set up and configure Uplinq and QuickBooks Online accounts to ensure seamless integration with our bookkeeping systems.
- Compare signed proposals to actual needs; recommend scope/pricing changes.
- Manage onboarding timelines, deliverables, and client expectations.
- Troubleshoot issues and optimize configurations.
- Collaborate with clients and internal teams to transition accounts into ongoing support with the Accounting Specialists team.
Qualifications
- 2+ years in a client-facing accounting or onboarding role.
- Public or multi-client accounting background
- Proficient in QuickBooks Online setup and troubleshooting.
- Strong background in both cash- and accrual-based accounting
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
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.
