Onboarding Accountant

About Us: We are a dynamic Arizona-based startup, passionate about simplifying bookkeeping and tax processes for small businesses through innovative software solutions. Our journey at Uplinq began with a commitment to empower small business owners with timely financial insights and relieve them of the burdensome task of bookkeeping. We've assembled a dedicated team spanning various expertise areas - from CPAs to engineers, tax preparers to product designers - all united by our mission to redefine how small businesses manage their finances. Your Role: As a key member of our team, you will spearhead the onboarding process for new clients, ensuring a seamless transition onto our platform. This involves conducting onboarding meetings, facilitating communication pre and post-meeting, gathering essential information, and setting up company profiles before handing over to our bookkeeping team. Additionally, you will play a pivotal role in refining our onboarding procedures, striving for both client satisfaction and internal efficiency. Responsibilities: - Lead the onboarding process for new clients, overseeing all aspects from initial meetings to data collection and system setup.
- Contribute to the enhancement of Uplinq's onboarding processes to optimize client experience and internal workflows.
- Engage with high-value clients to tailor their accounts for optimal utilization of Uplinq's services.
- Maintain proactive communication with clients, addressing queries, gathering insights, and elucidating financial data as necessary.
- Collaborate with cross-functional teams to develop innovative solutions within the onboarding framework.
- Share accountability for assessing the financial viability of future product enhancements. First 30 and 60 Days: During the initial 30 days, you will:
- Acquaint yourself with Uplinq's system and the revamped onboarding process.
- Collaborate with our existing team to co-run onboarding sessions.
- Initiate company setup tasks with the support of our seasoned professionals.
- Identify areas for improvement and propose viable solutions within the onboarding framework.
By the 60th day, you will:
- Independently manage and lead onboarding sessions.
- Take ownership of all company setup procedures.
- Collaborate closely with engineering and bookkeeping teams to refine the onboarding process in line with Uplinq's evolving strategies. Requirements: - Proven experience in onboarding or setting up new bookkeeping clients.
- Minimum of 3 years' hands-on experience in cash and accrual bookkeeping, ideally within public accounting for SMBs.
- Proficiency in client-facing roles with a strong focus on professionalism and customer service.
- Ability to collaborate effectively with product and software engineering teams.
- Strong analytical and problem-solving skills, with a knack for simplifying complex bookkeeping challenges.
- Comfortable thriving in fast-paced environments, with exceptional organizational abilities and attention to detail.
- Excellent communication skills, capable of conveying complex financial data in a clear and understandable manner.
- Willingness to both learn from and mentor others. Bonus Points: - Prior experience collaborating with tax professionals.
- Exposure to early-stage startup environments.
- Familiarity with financial technology solutions such as Plaid.
- Proficiency in dashboard creation and data analysis. Additional Qualifications: Education:
- Bachelor's degree in business, accounting, finance, mathematics, or economics preferred.
- Candidates without formal education in these areas but possessing substantial accounting experience are encouraged to highlight this in their application. Experience:
- Over 5 years of experience in public accounting or finance, encompassing accounting and financial operations management.
- Extensive familiarity with QuickBooks Online and a demonstrated ability to adapt swiftly to new processes and software. Why Choose Uplinq: - Engage in meaningful work that aligns with your values, fostering creative problem-solving.
- Unlock unique growth opportunities within a rapidly scaling organization.
- Contribute to a collaborative environment where critical thinking is valued and solutions are explored.
- Experience ownership over your work in a supportive, professional setting.
- Embrace the excitement of agile product development in a flexible work environment that balances remote and in-person collaboration. If you require alternative application or screening methods, please reach out to the employer directly, as Indeed is not responsible for the employer's application process.
Employment Type: Full-Time
Salary: $ 60,000.00 70,000.00 Per Year