About this role
About Uplinq Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We’re re-engineering how entrepreneurs manage their finances, replacing manual bookkeeping, rules, and spreadsheets with intelligent automation that delivers real-time clarity and control. We’re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff. We measure success in demos booked, pipelines created, and revenue influenced. Individual applicants residing in the US only About the role As an Onboarding Representative, you’ll be the first point of contact for new clients—guiding them through system setup, data clean-up, and preparing their accounts for ongoing success. This is a client-facing, high-touch role that requires exceptional communication skills, strong accounting knowledge, and the ability to manage a large portfolio with speed and accuracy. What you'll do Lead daily client meetings to gather data and build trust. Set up and configure Uplinq and QuickBooks Online accounts to ensure seamless integration with our bookkeeping systems. Compare signed proposals to actual needs; recommend scope/pricing changes. Manage onboarding timelines, deliverables, and client expectations. Troubleshoot issues and optimize configurations. Collaborate with clients and internal teams to transition accounts into ongoing support with the Accounting Specialists team. Qualifications 2+ years in a client-facing accounting or onboarding role. Public or multi-client accounting background Proficient in QuickBooks Online setup and troubleshooting. Strong background in both cash- and accrual-based accounting Why Join Us Competitive pay + health, dental, vision, 401(k), and life insurance Remote-first and flexible work culture Clear path for career growth in a fast-growing firm Modern tech stack and automation-first mindset Supportive, collaborative team with strong systems and documentation