Senior Onboarding Accounting Specialist
$75k - $85kFull-time
Uplinq Financial Technologies
Role Description
As an Senior Onboarding Accounting Specialist, 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
- 4+ 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.
Benefits
- 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.
Vacancy posted 1 day ago
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