Onboarding Accounting Specialist

Uplinq Inc

Remote, US
Competitive pyy; not specified; health, dental, vi...
Remote
2+ years client-facing accounting experience
Quickbooks online setup proficiency
Cash and accrual-based accounting knowledge
Uplinq Inc is seeking an Onboarding Accounting Specialist to facilitate the client onboarding process for their AI-powered bookkeeping platform. The ideal candidate will possess strong accounting knowledge and exceptional communication skills, particularly in a client-facing role, and will manage client accounts to ensure successful integration with Uplinq’s systems

Job Summary

  • This role serves as the primary point of contact for new clients, guiding them through system setup and data cleanup.
  • The company is a fast-growing Series A startup focused on replacing manual bookkeeping with intelligent automation.
  • Employees receive competitive pay along with comprehensive benefits including health, dental, vision, 401(k), and life insurance.

Matching Summary

Match Score: 85

Uplinq Inc is seeking an Onboarding Accounting Specialist to facilitate the client onboarding process for their AI-powered bookkeeping platform. The ideal candidate will possess strong accounting knowledge and exceptional communication skills, particularly in a client-facing role, and will manage client accounts to ensure successful integration with Uplinq’s systems.

Salary

Competitive pay; Not specified; Health, dental, vision, 401(k), life insurance

Skills & Requirements

Must-have

  • 2+ years client-facing accounting experience
  • QuickBooks Online setup proficiency
  • Cash and accrual-based accounting knowledge

Nice-to-have

  • Public or multi-client accounting background
  • Strong communication skills
  • Experience with AI-powered platforms

Key Requirements

  • 2+ years in client-facing accounting role
  • Proficiency in QuickBooks Online troubleshooting
  • US residency required

Work Rights

Must be residing in the US

Tailored Resume

Cover Letter