[Hiring] Senior Accounting Onboarding Specialist @Uplinq Financial Technologies

Role Description

As a Senior Onboarding Accounting Specialist, you'll be the first point of contact for new Uplinq clients — guiding them through system setup, data clean-up, and account activation. This is a high-touch, high-volume role:

• Juggle a large, active portfolio of clients at different onboarding stages.
• Communicate early and often, adapt quickly, and hold yourself accountable for outcomes.
• Have a magnetic presence on calls and excitement about interaction with small business owners.

The ideal candidate is someone clients look forward to speaking with, making them feel confident in their investment with Uplinq.

What you'll do

• Lead daily client meetings to gather financial data, clarify scope, and build trust.
• Set up and configure Uplinq and QuickBooks Online accounts, resolving integration and access issues.
• Compare signed proposals to actual client needs and flag mismatches immediately.
• Manage a high volume of onboarding timelines and deliverables simultaneously.
• Troubleshoot setup and data issues using sound accounting judgment.
• Find workarounds to keep stalled onboardings moving.
• Collaborate with Sales, Initialization, Accounting, and Tax teams to resolve handoff gaps.

Qualifications

• 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.
• Strong working knowledge of both cash- and accrual-based accounting.
• Demonstrated ability to manage 25+ active client relationships simultaneously.
• A warm, confident, and memorable presence with clients.
• Comfortable having direct conversations with clients about scope and pricing.

Benefits

• Competitive pay + health, dental, vision, 401(k), and 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.

Compensation Range

$75,000-$85,000