Uplinq

1 month ago

Senior Onboarding Accounting Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Own the onboarding experience for new Uplinq clients by leading daily meetings, gathering required data, and guiding customers through system setup and data clean-up. Configure Uplinq and QuickBooks Online accounts, validate signed proposals against real needs, and adjust scope/pricing recommendations. Manage timelines and deliverables, troubleshoot configuration issues, and collaborate with internal teams to transition clients into ongoing support.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Lead daily client meetings to gather data and build trust.
•Set up and configure Uplinq and QuickBooks Online accounts for seamless integration.
•Compare signed proposals to actual needs and recommend scope/pricing changes.
•Manage onboarding timelines, deliverables, and client expectations.
•Troubleshoot issues and optimize configurations while collaborating with internal teams to transition accounts into ongoing support.

Pay and Benefits

Salary: USD 75,000 - 85,000 annually

Perks:Health InsuranceDentalVision401kLife InsuranceRemote Work

Key Requirements

•4+ 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.

Experience:4+ yearsAccountingClient onboardingPublic accountingMulti-client

Skills:CommunicationClient managementProblem-solvingAccuracy

Tech Stack:UplinqQuickBooks Online

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

Website

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Uplinq

1 month ago

Senior Onboarding Accounting Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Lead daily client meetings to gather data and build trust.
•Set up and configure Uplinq and QuickBooks Online accounts for seamless integration.
•Compare signed proposals to actual needs and recommend scope/pricing changes.
•Manage onboarding timelines, deliverables, and client expectations.
•Troubleshoot issues and optimize configurations while collaborating with internal teams to transition accounts into ongoing support.

Pay and Benefits

Salary: USD 75,000 - 85,000 annually

Perks:Health InsuranceDentalVision401kLife InsuranceRemote Work

Key Requirements

•4+ 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.

Experience:4+ yearsAccountingClient onboardingPublic accountingMulti-client

Skills:CommunicationClient managementProblem-solvingAccuracy

Tech Stack:UplinqQuickBooks Online

Company Brief

Uplinq

Industry: SaaS

Website