Uplinq · 1 week ago
Onboarding Senior Accountant
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Uplinq is a technology company focused on transforming bookkeeping and financial insights through data and machine learning. The Onboarding Senior Accountant will lead the onboarding process for new clients, ensuring a seamless experience and collaborating with internal teams to enhance the onboarding procedures.
AccountingBusiness Intelligence
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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
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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
Company
Uplinq
Saas, Automated Bookkeeping, Financial Intelligence