Senior Accounting Onboarding Specialist
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Job Description
Senior Accounting Onboarding Specialist onboarding small-business clients for Uplinq’s AI bookkeeping and tax automation platform. Configuring QuickBooks, resolving integrations, and managing high-volume client transitions.
Responsibilities:
- Lead daily client meetings to gather financial data, clarify scope, and build trust
- Set up and configure Uplinq and QuickBooks Online accounts
- Resolve integration and access issues involving Plaid connections, payroll, revenue processors, inventory systems, and related tools
- Compare signed proposals with actual client needs and flag scope or pricing mismatches
- Manage a high volume of onboarding timelines and deliverables simultaneously
- Proactively communicate when workload or account delivery is at risk
- Troubleshoot setup and data issues using sound accounting judgment
- Find workarounds to keep stalled onboardings moving
- Collaborate with Sales, Initialization, Accounting, and Tax teams
- Own the onboarding process end-to-end and transition accounts into ongoing support
Requirements:
- Individual applicants residing in the US only
- 6+ years in a client-facing accounting or onboarding role, ideally in public or multi-client accounting firm as Senior Associate level or higher
- 6+ years of daily QuickBooks use including Online setup, integrations, and troubleshooting (not desktop)
- Strong working knowledge of both cash- and accrual-based accounting
- Demonstrated ability to manage 25+ active client relationships at once without letting communication or follow-through slip
- Ability to escalate early, adapt on the fly, and take ownership of outcomes
- Warm, confident, and memorable client presence
- Ability to build rapport quickly and put anxious business owners at ease
- Comfortable having direct conversations with clients about scope and pricing
- Willingness to admit and correct course quickly when something is off
Benefits:
- Competitive pay
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Life insurance
- Remote-first and flexible work culture
- Clear path for career growth in a fast-growing firm
- Modern tech stack and automation-first mindset
- Supportive, collaborative team with strong systems and documentation
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