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Accounting Specialist

3 months ago

Tempe, United States Uplinq Full time

About Uplinq

Uplinq is an Arizona-based startup dedicated to automating bookkeeping and accounting for small businesses. Our journey began with a mission to help SMBs navigate financial complexities, from securing loans to making informed business decisions. We quickly realized that the root problem was the arduous task of bookkeeping, a pain point for many small business owners.


Since then, we've been focused on reinventing bookkeeping as a SaaS product, offering high-quality, real-time, and affordable bookkeeping services. Our clients include dentists, restaurant owners, insurance agents, and realtors who appreciate our dedication to simplifying their financial management.


Our team comprises 40 passionate professionals, including CPAs, engineers, accounting specialists, tax preparers, product designers, and marketers. We are united by our mission to empower real people to run their businesses more efficiently through innovative, AI-driven solutions.


Overview

We are seeking a dynamic Accounting Onboarding Specialist to join our growing team. The ideal candidate will combine technical accounting expertise with strong customer success acumen, particularly in the SMB sector. This role requires an understanding of bookkeeping tools and integrations to help clients seamlessly adopt our solutions. You will work closely with potential clients to understand their needs and demonstrate how Uplinq's products can meet their business objectives.


Things you will do:

  • Own overall relationship with clients, which includes managing onboarding, implementation, training, increasing adoption, ensuring retention, and high levels of customer satisfaction
  • Establish a trusted and strategic accounting advisor relationship to help drive continued value of our products and services
  • Communicate effectively to understand customer needs, maximize retention and growth, and communicate learnings
  • Follow accounting SOPs
  • Maintain existing customer success metrics and data as directed
  • Serve as day-to-day contact for clients, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting them
  • Review the customer journey, identifying how it’s supported, taking a consultative approach in helping clients overcome issues and understand our platform and product
  • The ability to communicate complex data in a clear way
  • Exceptional organization skills and ability to prioritize tasks


Qualifications:

  • Experience: Minimum of 3 years in an onboarding or customer success role, preferably within the SMB sector
  • Financial Acumen: Strong knowledge of bookkeeping and accounting principles, with proficiency in software tools such as QuickBooks Online
  • Communication Skills: Excellent verbal and written communication abilities, capable of conveying technical concepts to non-technical audiences effectively
  • Customer Support: Demonstrated success in onboarding new clients and ensuring a smooth transition and integration process
  • Technical Proficiency: Experience with SaaS products and software integrations
  • Teamwork & Independence: Ability to work both independently and collaboratively, managing multiple projects efficiently
  • Problem-Solving: Strong analytical and problem-solving skills with keen attention to detail



Why Uplinq?

  • Join a mission-driven team dedicated to transforming small business bookkeeping and accounting.
  • Be part of a collaborative and supportive work environment that values innovation and excellence.
  • Opportunity to grow with a company that is redefining the industry through AI-driven solutions.
  • Competitive salary and benefits package.


If you are passionate about leveraging technology to solve real-world problems and have a knack for sales and technical expertise, we would love to hear from you. Apply today to join the Uplinq team and make a significant impact on the future of small business finance.