Senior Accounting Onboarding Specialist

Uplinq
United States
Workplace: RemoteFull timeUSD 75,000 - 85,000 annuallyFunction: Finance & AccountingExperience: 6+ yearsSkills: ["Client communication","Accountability","Rapport building","Problem solving","Adaptability"]

Own the end-to-end onboarding experience for new Uplinq clients as their first point of contact. Lead daily client meetings to gather financial data, guide system setup and data clean-up, and ensure account activation. Configure Uplinq and QuickBooks Online (including Plaid and payroll/inventory-related integrations), troubleshoot setup issues, manage high-volume timelines, and escalate scope or timeline risks early. Transition clients smoothly into ongoing support with Sales and internal Accounting/Tax teams.

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FursaFursa
Uplinq
Uplinq
1 week ago

Senior Accounting Onboarding Specialist

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Own the end-to-end onboarding experience for new Uplinq clients as their first point of contact. Lead daily client meetings to gather financial data, guide system setup and data clean-up, and ensure account activation. Configure Uplinq and QuickBooks Online (including Plaid and payroll/inventory-related integrations), troubleshoot setup issues, manage high-volume timelines, and escalate scope or timeline risks early. Transition clients smoothly into ongoing support with Sales and internal Accounting/Tax teams.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Lead daily client meetings to gather financial data, clarify scope, and build trust from the first call.
  • •Set up and configure Uplinq and QuickBooks Online accounts, resolving integration and access issues to ensure clean syncing.
  • •Compare signed proposals to client needs and flag scope or pricing mismatches early to sales, your manager, and clients.
  • •Manage high-volume onboarding timelines and deliverables, proactively escalating when work or an account is at risk.
  • •Troubleshoot setup and data issues using accounting judgment and collaborate across Sales, Initialization, Accounting, and Tax to transition clients into ongoing support.

Pay and Benefits

Salary: USD 75,000 - 85,000 annually
Perks:Health InsuranceDentalVision401kLife InsuranceRemote Work

Key Requirements

  • •6+ years in a client-facing accounting or onboarding role, ideally in a public or multi-client accounting firm (Senior Associate level or higher).
  • •6+ years of daily QuickBooks use, including Online setup, integrations, and troubleshooting.
  • •Strong knowledge of both cash- and accrual-based accounting.
  • •Manage 25+ active client relationships at once with strong communication and follow-through.
  • •Warm, confident client presence with comfort discussing scope/pricing and correcting course quickly when needed.
Experience:6+ years
Skills:Client communicationAccountabilityRapport buildingProblem solvingAdaptability
Tech Stack:QuickBooks OnlinePlaidQuickBooks

Company Brief

Uplinq
Provides a cloud-based platform to help businesses manage distributed service operations with scheduling, dispatch, real-time communication, and analytics to streamline field workforce coordination and service delivery.
Industry: SaaS
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