Uplinq

Onboarding Specialist

• Lead daily client meetings to gather financial data, clarify scope, and build trust
• Set up and configure Uplinq and QuickBooks Online accounts
• Resolve integration and access issues involving Plaid connections, payroll, revenue processors, inventory systems, and related tools
• Compare signed proposals with actual client needs and flag scope or pricing mismatches
• Manage a high volume of onboarding timelines and deliverables simultaneously
• Proactively communicate when workload or account delivery is at risk
• Troubleshoot setup and data issues using sound accounting judgment
• Find workarounds to keep stalled onboardings moving
• Collaborate with Sales, Initialization, Accounting, and Tax teams
• Own the onboarding process end-to-end and transition accounts into ongoing support

Explore Senior Accounting Onboarding Specialist at Uplinq. Review requirements and application details.