Own client onboarding after sale: run discovery calls, configure Uplinq and QuickBooks Online (integrations/troubleshooting), clean and import data, manage many concurrent onboarding timelines, escalate scope or risk early, find practical workarounds, and hand off accounts to Accounting/Tax teams.
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 Accounting Specialist, you'll be the first point of contact for new Uplinq clients, guiding them through system setup, data clean-up, and account activation.
This is a high-touch, high-volume role: you'll juggle a large, active portfolio of clients at different onboarding stages, which means the job rewards people who communicate early and often, adapt quickly when something isn't working, and hold themselves accountable for outcomes rather than just effort.
The right candidate will have a magnetic presence on calls and an excitement about interaction with small business owners. The ideal candidate is a person the clients look forward to speaking with, someone who makes them feel confident in the investment they’ve made when choosing Uplinq.
What you'll do
- Lead daily client meetings to gather financial data, clarify scope, and build trust from day one. The ideal candidate understands that trust is earned through rapport, clarity, follow-through, and technical accuracy.
- Set up and configure Uplinq and QuickBooks Online accounts, including resolving integration and access issues (Plaid connections, payroll, revenue processors, inventory systems, etc) so systems sync flawlessly.
- Compare signed proposals to client needs in the first call, and flag scope or pricing mismatches immediately — to sales, to your manager, and directly to the client — rather than letting a gap surface later and erode trust.
- Manage a high volume of onboarding timelines and deliverables simultaneously, and proactively speak up when your workload or a specific account is at risk of falling behind, so it can be addressed before it becomes a bigger problem.
- Troubleshoot setup and data issues using sound accounting judgment, and treat mistakes as fast information rather than something to hide — surface them quickly, learn from them, and adjust.
- Find workarounds to keep stalled onboardings moving — manual data entry when a feed breaks, alternate document paths, creative scheduling — because an on-time, good-enough solution beats a stalled account waiting for a perfect one.
- Collaborate with Sales, Initialization, Accounting, and Tax teams to resolve handoff gaps, own your part of the process end-to-end, and transition accounts smoothly into ongoing support.
Qualifications
- 3+ years in a client-facing accounting or onboarding role, ideally in public or multi-client accounting
- 3+ years of daily QuickBooks use including Online setup, integrations, and troubleshooting (not desktop).
- Good working knowledge of both cash- and accrual-based accounting.
- Demonstrated ability to manage 15+ active client relationships at once without letting communication or follow-through slip — someone who escalates early, adapts on the fly, and takes ownership of outcomes rather than absorbing pressure silently.
- A warm, confident, and memorable presence with clients — someone who builds real rapport fast, puts anxious business owners at ease, and makes a technical process feel personal rather than transactional.
- Comfortable having direct conversations with clients about scope and pricing when what they signed doesn't match what they need, and willing to admit and correct course quickly when something's off.
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
Compensation Range: $65,000-$75,000
Similar Jobs
Financial Services
Lead client onboarding, implementation, and operational transformation engagements from discovery through transition. Assess accounting workflows, identify process improvements, manage project plans and stakeholders, facilitate meetings and training, develop documentation, enable technology adoption, and guide clients toward scalable operating models. The role also supports business development, methodology development, and long-term client success through advisory and implementation services.
Top Skills:
AIIntegrated Business SystemsReporting ToolsWorkflow Automation
Professional Services • Analytics • Financial Services
Lead client onboarding: run setup calls, configure Uplinq and QuickBooks Online, resolve integrations and messy books, oversee junior specialists, manage many concurrent client timelines, escalate scope or timeline issues, and coordinate handoffs with Sales, Accounting, and Tax.
Top Skills:
PlaidQuickbooks OnlineUplinq
Artificial Intelligence • Machine Learning • Natural Language Processing • Software • Conversational AI
Build and deploy production backend services, third-party integrations, internal tooling, and voice agents for strategic enterprise customers. Work directly on site with customer technical and business teams, monitoring and optimizing live systems for accuracy, latency, and throughput. Collaborate with research and product teams to extend the platform, provide field feedback, and create reusable solutions. The role involves regular customer-site work, solution scoping, technical problem-solving, and end-to-end ownership of deployed systems.
Top Skills:
APIsCloud InfrastructureDockerGoJavaScriptKotlinKubernetesPythonRustSpeech-To-TextText-To-SpeechTypescriptVoice Ai
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
