About Uplinq
Uplinq is a tech-forward, multi-client bookkeeping and accounting firm serving a wide range of small business industries. We combine cutting-edge automation with human expertise to provide proactive, high-quality accounting services to our clients. From real estate developers to e-commerce sellers, our clients rely on us to manage bookkeeping, tax strategy, and tax preparation so they can focus on running their businesses.
We’re redefining what modern accounting support looks like—and we’re looking for detail-oriented, curious, and accountable professionals to join our growing team
Individual applicants residing in the US only
About the role
We’re looking for an experienced Customer Success Representative to manage customer communications and ensure smooth coordination between customers and our bookkeeping and tax operations teams. This role focuses on understanding workflow statuses, gathering required information, and keeping customers informed—not providing financial advice.
What you'll do
- 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
Qualifications
- 3+ years of SaaS customer support or customer success experience
- Working knowledge of bookkeeping and small business financial workflows
- Expert-level proficiency with HubSpot, Zoom, and Google Workspace
- Ability to quickly learn proprietary software
- Excellent written and verbal communication skills
- Highly organized with strong attention to detail
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
Top Skills
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