Onboarding Accounting Specialist

Remote Jobs; Brasil; Teletrabalho; USD 65.000 - 75.000; Tempo integral

Resumo da oferta

A tech-forward bookkeeping firm is seeking an Onboarding Representative to guide new clients through system setup and optimize their accounts for success. This remote position requires exceptional communication skills and strong accounting knowledge, with a competitive salary of $65,000 - $75,000 per year. Join a supportive team and enjoy a flexible work culture.

Serviços

Competitive pay

Health, dental, vision insurance

401(k)

Flexible work culture

Career growth opportunities

Qualificações

• 2+ 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 cash- and accrual-based accounting.

Responsabilidades

• Lead daily client meetings to gather data and build trust.
• Set up and configure Uplinq and QuickBooks Online accounts.
• Manage onboarding timelines and client expectations.
• Troubleshoot issues and optimize configurations.

Conhecimentos

Client-facing skills

Accounting knowledge

QuickBooks Online proficiency

Problem-solving skills

Ferramentas

QuickBooks Online

Descrição da oferta de emprego

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 the books 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

As an Onboarding Representative, 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

• 2+ 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

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

The pay range for this role is:

65,000 - 75,000 USD per year (Remote (United States))