Senior Accountant
4 weeks ago
We are seeking a highly skilled Senior Accountant to join our team as an Onboarding Specialist. In this role, you will be responsible for leading the onboarding process for new clients and their entities, ensuring a seamless and efficient experience.
Key Responsibilities:
- Lead onboarding new clients and their entity(s), including running onboarding meetings, pre and post-meeting communication, information and data gathering, and company setup.
- Develop and implement Uplinq's onboarding processes to ensure a frictionless client experience and 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 as 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.
What You'll Achieve in the First 30 and 60 Days:
- In the first 30 days, you will familiarize yourself with Uplinq's system and new onboarding process, begin to co-run onboardings with our existing team, drive company setup work with the support of our existing team, and identify pain points and solutions within the onboarding process.
- In the first 60 days, you will begin to run and manage onboardings, own all company setup work, and work with engineering and the bookkeeping team to better the onboarding process alongside Uplinq's evolving processes.
Requirements:
- Experience with onboarding or company setup of new bookkeeping clients.
- 5+ years of experience with cash and accrual bookkeeping.
- 3+ years of experience in public accounting for SMBs, with experience similar to a Senior Accountant at a public accounting firm.
- Professionalism and customer service skills.
- Experience collaborating with product and/or software engineering teams.
- Critical thinking and problem-solving abilities.
- Exceptional organization skills.
- Willingness to be mentored and mentor others.
Bonus Points:
- Experience working with tax professionals.
- Experience at an early-stage startup.
- Familiarity with Plaid and other financial technology solutions.
- Experience with dashboards and data analysis.
Why Choose Uplinq:
- Work on building something you believe in and solve problems creatively.
- Unique growth and career opportunities in a rapidly scaling organization.
- Apply critical thinking and explore solutions in a product-led agile environment.
- Respect for your contribution to a continually improving, collaborative environment.
- Own your work and outcomes in a supportive professional environment.
- A flexible balance between work from home and in-person collaboration.
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