*Contract or Part-time Opportunities Available*
At Upwell, we're transforming the logistics accounts receivable workflow with cutting-edge software solutions. Our platform combines practical AI applications with deep logistics expertise to automate complex freight processes, from document processing, invoicing, collections to predictive analytics. We focus on leveraging the rapidly evolving AI landscape to solve concrete supply chain challenges.
Role Overview:
As the Solutions Expert, you'll be responsible for analyzing customers' QuickBooks processes, and partnering with our product and engineering team to plan, implement and optimize solutions for a seamless integration with Upwell's software ecosystem. We're seeking a finance expert who combines deep QuickBooks expertise with logistics industry knowledge to help streamline our customers' financial operations and reporting processes. You'll work directly with customers to understand their unique financial workflows as well as the product and engineering team to configure solutions that drive efficiency and accuracy.
Key Responsibilities:
- QuickBooks Implementation and Optimization:
- Design and implement QuickBooks configurations tailored to logistics industry requirements
- Develop custom workflows and automations to streamline financial processes and integrations
- Customer Success:
- Lead QuickBooks training internally for customer and product alignment
- Provide ongoing consultation on best practices for logistics financial management
- Troubleshoot complex accounting issues and provide strategic solutions
- System Integration:
- Coordinate with technical teams to ensure smooth data flow between QuickBooks and Upwell's platform
- Design and validate financial data mapping processes
- Establish quality control procedures for data accuracy
- Industry Expertise:
- Apply logistics-specific accounting knowledge to customer solutions
- Stay current with industry regulations and accounting requirements
- Develop standardized solutions for common logistics accounting challenges
Qualifications:
- Experience:
- 5+ years of QuickBooks administration and implementation experience
- 3+ years of accounting or finance experience in logistics, freight, or transportation
- Proven track record of managing complex financial systems and processes
- Technical Skills:
- Advanced QuickBooks certification required
- Expert knowledge of QuickBooks Desktop and Online platforms
- Hands on experience troubleshooting QB Desktop Web Connector
- Experience with logistics-specific accounting processes (freight billing, carrier payments, etc.)
- Proficiency with Excel and financial reporting tools
- Experience with Aljex TMS is not required, but a plus
- Industry Knowledge:
- Deep understanding of logistics and transportation financial operations
- Familiarity with industry-specific accounting requirements and best practices
- Experience with TMS (Transportation Management System) platforms a plus
- Soft Skills:
- Strong project management and organizational abilities
- Excellence in customer communication and relationship building
- Ability to translate complex financial concepts for non-financial stakeholders
- Education:
- Bachelor's degree in Accounting, Finance, or related field
- Professional accounting certifications preferred
Why Join Us?
- Develop cutting-edge technology in the rapidly evolving logistics space
- Flexible engagement options - contract or part-time considered
- Help shape the future of financial management in transportation
- Competitive pay- Hourly rates range from $85-150 depending on experience
- Professional development opportunities and continuous learning
- Work with awesome + smart people
Join our team and help revolutionize Order to Cash management in the logistics industry!
Top Skills
What We Do
Upwell uses artificial intelligence to automate and transform accounts receivable for transportation and logistics companies. Every dollar counts in this industry, but today’s landscape is too complex for companies to rely on back-office superheroes using manual processes and dated technologies. Many companies have thousands of dollars locked up in invoicing exceptions, and many don’t have reliable systems for knowing what’s been paid. Now there’s a better way. Upwell’s AI-powered platform empowers accounting and finance teams by improving cash flow, automating legacy processes, and enhancing the customer experience. Reinvent your accounts receivable and start the journey toward getting paid faster at upwell.com.
