Onboarding Accounting Specialist

Uplinq Financial Technologies

2h•$65,000 - $75,000•Remote

About The Position

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.

Requirements

3+ years in a client-facing accounting or onboarding role.
Public or multi-client accounting experience.
3+ years using QuickBooks Online daily, including setup, integrations, and troubleshooting.
Solid working knowledge of cash and accrual accounting.
Experience managing 15+ active client relationships simultaneously.
Ability to build rapport quickly and settle down an anxious business owner on a first call.
Comfortable telling a client directly that what they signed won't cover what they need.
Comfortable admitting when you've made a mistake and adjusting.

Nice To Haves

Desktop-only QuickBooks experience won't cover what this role needs.

Responsibilities

Run client meetings daily to collect financial data and pin down scope.
Set up and configure Uplinq and QuickBooks Online accounts.
Fix integration and access problems including Plaid connections, payroll, revenue processors, and inventory systems.
Check the signed proposal against what the client tells you they need on the first call and flag any scope or pricing mismatches.
Keep a high volume of onboarding timelines and deliverables moving at once.
Troubleshoot setup and data problems with real accounting judgment.
Find workarounds when an onboarding stalls, such as manual data entry when a feed breaks, finding another route to documents, or adjusting schedules.
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.