Uplinq Inc
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Professional Services • Analytics • Financial Services
Lead high-volume client onboarding for an accounting automation platform. Responsibilities include gathering financial data, configuring Uplinq and QuickBooks Online accounts, troubleshooting integrations and data issues, identifying scope or pricing mismatches, managing onboarding timelines, communicating proactively with clients, and coordinating with Sales, Accounting, Tax, and support teams. The role requires strong accounting judgment, technical troubleshooting, client rapport, and ownership of onboarding outcomes.
