Uplinq
The Onboarding Accounting Specialist at Uplinq serves as the first point of contact for new clients, guiding them through the setup of their accounts and ensuring data is accurately integrated. The role involves managing multiple onboarding timelines, troubleshooting accounting and integration issues, and collaborating with sales, accounting, and tax teams to deliver a smooth client experience.
Uplinq is an AI-powered bookkeeping and tax service that pairs automated accounting with real U.S.-based experts to keep small business books accurate and current. It offers core and advanced bookkeeping, tax compliance and strategy, catch-up bookkeeping, and multi-entity support, all built on a continuously maintained living ledger. Uplinq also serves CPA firms as a back-office capacity solution and integrates with banks, apps, and QuickBooks.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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