Onboarding Accountant

Uplinq - Scottsdale, AZ

Full-time - Mid Level

Remote - Scottsdale, AZ

About the position

The Onboarding Accountant at Uplinq is responsible for leading the onboarding process for new clients, ensuring a smooth transition to Uplinq's bookkeeping services. This role involves direct interaction with clients, managing company setups, and collaborating with internal teams to enhance onboarding processes. The position requires a blend of accounting expertise, customer service skills, and the ability to communicate complex financial data effectively.

Responsibilities

• Lead onboarding new clients and their entities, including running onboarding meetings and managing pre and post-meeting communications.
• Support the development of Uplinq's onboarding processes to ensure a frictionless client experience and efficient internal operations.
• Interact with high-value clients to ensure optimal setup for Uplinq's bookkeeping services.
• Communicate with clients to answer questions, gather information, and explain financial data as needed.
• Collaborate with the team to create valuable technology solutions within the onboarding process.
• Share responsibility for testing the financial feasibility of future product goals.

Requirements

• Experience with onboarding or company setup of new bookkeeping clients.
• 3+ years of experience with cash and accrual bookkeeping.
• 3+ years of experience focused on public accounting for SMBs, similar to a Staff Accountant role.
• Professionalism and customer service skills.
• Experience collaborating with product and/or software engineering teams.
• Critical thinking and problem-solving abilities, with comfort in working with the unknown.
• Ability to identify issues in bookkeeping and create actionable plans to resolve them.
• Experience in fast-paced environments with the ability to simplify complex data for company owners.
• Attention to detail and ability to quickly adopt new tools and methods.
• Exceptional organization skills.
• Willingness to be mentored and mentor others.

Nice-to-haves

• 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.

Benefits

• Unique growth and career opportunities in a rapidly scaling organization.
• Flexible balance between remote work and in-person collaboration.
• Supportive professional environment that respects individual contributions.