Senior Remote Accounting Onboarding Specialist

Uplinq Financial Technologies; United States; Remote; USD 75,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Remote-first

Flexible schedule

Job summary

Uplinq Financial Technologies seeks a Senior Onboarding Accounting Specialist to be the first point of contact for new clients, guiding them through setup, data clean-up, and activation.

In a high-touch, high-volume role, you’ll manage a large onboarding portfolio, lead daily meetings, configure QuickBooks Online, resolve integration issues, and ensure a smooth handoff to ongoing support.

Qualifications

• 6+ years in a client-facing accounting or onboarding role.
• 6+ years of QuickBooks Online use including Online setup, integrations, and troubleshooting.
• Strong working knowledge of both cash- and accrual-based accounting.
• Demonstrated ability to manage 25+ active client relationships at once.
• A warm, confident, and memorable presence with clients.
• Comfortable discussing scope and pricing when advised.

Responsibilities

• Lead daily client meetings to gather financial data, clarify scope, and build trust from the first call.
• Set up and configure Uplinq and QuickBooks Online accounts, including resolving integration and access issues (Plaid connections, payroll, revenue processors, inventory systems, etc).
• Compare signed proposals to actual client needs in the first call, and flag scope or pricing mismatches early.
• Manage a high volume of onboarding timelines and deliverables simultaneously, and address risk of delay.
• Troubleshoot setup and data issues using sound accounting judgment, learn from mistakes, and adjust.
• Find workarounds to keep stalled onboardings moving.
• Collaborate with Sales, Initialization, Accounting, and Tax teams to resolve handoff gaps.

Skills

Client-facing

Relationship management

Time management

Communication

Tools

QuickBooks Online

Plaid connections

Inventory systems

Job description

Uplinq Financial Technologies seeks a Senior Onboarding Accounting Specialist to be the first point of contact for new clients, guiding them through setup, data clean-up, and activation.

In a high-touch, high-volume role, you’ll manage a large onboarding portfolio, lead daily meetings, configure QuickBooks Online, resolve integration issues, and ensure a smooth handoff to ongoing support.