Onboarding Accounting Specialist

About Uplinq Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We’re re-engineering how entrepreneurs manage their finances, replacing manual bookkeeping, rules, and spreadsheets with intelligent automation that delivers real-time clarity and control. We’re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff. We measure success in demos booked, pipelines created, and revenue influenced. Individual applicants residing in the US only About the role 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. What you'll do Run client meetings daily to collect financial data and pin down scope. Clients trust you when they like talking to you, when they understand what you're telling them, when you do what you said you'd do, and when the accounting is right. Set up and configure Uplinq and QuickBooks Online accounts. That includes fixing the integration and access problems that come with them: Plaid connections, payroll, revenue processors, inventory systems. Check the signed proposal against what the client tells you they need on the first call. If there's a scope or pricing mismatch, flag it that day. Sales, your manager, and the client all need to hear it from you. Keep a high volume of onboarding t