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Uplinq · 20 hours ago

Customer Success Representative

United States

Full-time

Remote

Mid Level

3+ years exp

Uplinq is a tech-forward bookkeeping and accounting firm that serves a diverse range of small businesses. They are seeking an experienced Customer Success Representative to manage customer communications and ensure smooth coordination between customers and their bookkeeping and tax operations teams.

AccountingArtificial Intelligence (AI)Financial ServicesFinTechSoftware

No H1B

Responsibilities

Handle customer inquiries via phone, email, Zoom, and support tickets

Communicate bookkeeping and tax status updates clearly and accurately

Identify and request required documents or information from customers

Maintain accurate records and workflows in HubSpot and internal systems

Support customers within our proprietary SaaS platform

Collaborate closely with internal operations teams to resolve issues efficiently

Qualification

SaaS customer supportHubSpotGoogle WorkspaceBookkeeping knowledgeProprietary software learningZoomVerbal communicationWritten communicationAttention to detailOrganizational skills