68 applicants

Company

Uplinq · 15 hours ago

Onboarding Senior Accountant

Scottsdale, AZ

Full-time

Remote

Senior Level

$70K/yr - $85K/yr

5+ years exp

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Responsibilities

Lead onboarding new clients and their entity(s). This entails running the onboarding meeting via UPLINQ’s platform, pre and post-meeting communication, information and data gathering, and company setup prior to handoff to UPLINQ’s bookkeeping team

Further develop UPLINQ’s onboarding processes to ensure an frictionless client experience and an efficient internal process

Interact with high-value clients to ensure accounts are setup optimally for UPLINQ’s bookkeeping services

Communicate and meet with clients to answer questions, gather information, and explain financial data if needed

Collaborate with the engineering team to create valuable technology solutions within the onboarding process

Share responsibility for testing the financial feasibility of future financial goals of the product

In the first 30 days you will familiarize yourself with UPLINQ’s system and new onboarding process

In the first 30 days you will begin to co-run onboardings with our existing team

In the first 30 days you will drive company setup work with the support of our existing team

In the first 30 days you will identify pain points and solutions, both internally and externally, within the onboarding process

In the first 60 days you will begin to run and manage onboardings

In the first 60 days you will own all company setup work

In the first 60 days you will work with engineering and the bookkeeping team to better the onboarding process alongside UPLINQ’s evolving processes

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Onboarding clientsCash bookkeepingAccrual bookkeepingPublic accountingCollaboration with engineeringData analysisQuickBooks OnlineFinancial technology solutionsDashboardsCommunication of complex dataMentoring

Required

Experience with onboarding or company setup of new bookkeeping clients

5+ years of experience with cash and accrual bookkeeping

3+ years of experience should be focused on public accounting for SMBs

Professionalism and customer service skills

Experience collaborating with product and/or software engineering teams

Critical thinking and problem solving abilities — you are comfortable working with the unknown, learning, and solving bookkeeping challenges. You could look at any set of books and identify issues, create an action plan to solve them and execute or oversee the action plan

Experienced and comfortable working in fast-paced environments and have the business acumen to take complex data and simplify it for company owners. Attention to detail & ability to adopt new tools and methods quickly

The ability to communicate complex data in an understandable way

Exceptional organization skills

Willing to be mentored as well as mentor others

5+ years experience in public accounting or finance, managing accounting and financial operations

Significant experience with QuickBooks Online and experience adapting to new processes and software very quickly

Preferred

You have experience working with tax professionals

You have experience at an early stage startup

You are familiar with Plaid and other financial technology solutions

You have experience with dashboards and data analysis

Bachelor’s degree in business, accounting, math, finance, or economics is highly preferred

Open to candidates without a formal education in the areas listed above, but with significant accounting experience. Please highlight this in the application questions and your resume or cover letter