Onboarding Accounting Specialist

{
  "content_hash": "2421b95048ab99c4379f2c231c01d9134be621904724f1748329374b487ec0de",
  "source_hash": "158f9c9314f9d15b4e9a7d4aeac9e6336c6376d2da5522bb2d2562dfb6c5022d",
  "last_changed_at": "2026-06-06T20:02:09.921Z",
  "active_status": "active"
}

{
  "language": "en-us",
  "location": {
    "raw": "Remote, United States",
    "city": null,
    "region": null,
    "country": "United States",
    "is_remote": true,
    "confidence": 0.98,
    "workplace_type": "remote"
  },
  "salary_max": 75000,
  "salary_min": 65000,
  "inferred_at": "2026-06-06T20:02:09.915Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en-us",
    "location": {
      "raw": "Remote, United States",
      "city": null,
      "region": null,
      "country": "United States",
      "is_remote": true,
      "confidence": 0.98,
      "workplace_type": "remote"
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": "remote",
  "salary_period": "year",
  "workplace_type": "remote",
  "salary_currency": "USD"
}

{}

{
  "list_job": {
    "id": "ff1374d5-7816-490a-a66d-1b0147cd83be",
    "url": "https://ats.rippling.com/uplinq/jobs/ff1374d5-7816-490a-a66d-1b0147cd83be",
    "name": "Onboarding Accounting Specialist",
    "language": "en-US",
    "locations": [
      {
        "city": null,
        "name": "Remote",
        "state": null,
        "country": "United States",
        "stateCode": null,
        "countryCode": "US",
        "workplaceType": "REMOTE"
      }
    ],
    "department": {
      "name": "Customer Success"
    }
  },
  "detail_job": {
    "url": "https://ats.rippling.com/uplinq/jobs/ff1374d5-7816-490a-a66d-1b0147cd83be",
    "name": "Onboarding Accounting Specialist",
    "uuid": "ff1374d5-7816-490a-a66d-1b0147cd83be",
    "board": {
      "logo": {
        "url": "https://prod-images.rippling.com/a4416632493bf6ff9999e0065c8e1a56391a7ab8.png?Expires=1780862529&Signature=RMipJ63oUzRQbaZxQqC8jUnA5nMofQLjQNFY6LSnev-rJtK18KGM9fanNJ4Y1GVX3bTxwYqyTTeTCPDWKlXXHyrod36pC~1z9fVzRZl-dEiJ6eCR2MsDLRwBfKZWHvqYtba3LNLRwwgenjZZ87uLeoJihjNU18fP4jFv0rE-FgfthsMa2IgQ~bpxSW9A1FjxuIXtzu0j1PhPuyemB9RMnC52TPB1T6a138Y70yXc7ZMEqP1h9uewtqMeM0e404Q7kjlKbVsGdtMI4x7ijSwmOslmuTXk~~Mukjb~hRWnTFnEc5Et3Osdb63WkDzNIz1C8wqFejjEOy6XxZ5HDsYv~A__&Key-Pair-Id=K2Y26R2ZPP26PH",
        "name": "Uplinq Logo Dark.png",
        "type": "image/png"
      },
      "slug": "uplinq",
      "title": "Uplinq Inc",
      "banner": {
        "url": null,
        "name": "",
        "type": ""
      },
      "boardURL": "https://ats.rippling.com/uplinq/jobs",
      "fontType": null,
      "subtitle": "Careers at Uplinq Inc",
      "boardType": "RIPPLING",
      "linkColor": "#19c2a6",
      "buttonColor": null,
      "legalNotice": null,
      "buttonTextColor": null,
      "noOpeningsMessage": null,
      "groupJobsByLocation": false,
      "showBoardLogoOnJobPost": false,
      "showCompanyInfoUnderJobPost": false
    },
    "createdOn": "2026-05-04T13:06:25.022000-07:00",
    "department": {
      "name": "Customer Success",
      "base_department": "Customer Success",
      "department_tree": [
        "Customer Success"
      ]
    },
    "companyName": "Uplinq",
    "description": {
      "role": "<meta><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">Individual applicants residing in the US only</strong></b><br><br><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">About the role</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">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.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">What you'll do</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Lead daily client meetings to gather data and build trust.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Set up and configure Uplinq and QuickBooks Online accounts to ensure seamless integration with our bookkeeping systems.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Compare signed proposals to actual needs; recommend scope/pricing changes.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Manage onboarding timelines, deliverables, and client expectations.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Troubleshoot issues and optimize configurations.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Collaborate with clients and internal teams to transition accounts into ongoing support with the Accounting Specialists team.</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">Qualifications</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">2+ years in a client-facing accounting or onboarding role.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Public or multi-client accounting background</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Proficient in QuickBooks Online setup and troubleshooting.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Strong background in both cash- and accrual-based accounting</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">Why Join Us</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Competitive pay + health, dental, vision, 401(k), and life insurance</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Remote-first and flexible work culture</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Clear path for career growth in a fast-growing firm</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Modern tech stack and automation-first mindset</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Supportive, collaborative team with strong systems and documentation</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:10.5pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p>",
      "company": "<meta><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:9pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:16pt;white-space:pre-wrap;\">About Uplinq</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We’re re-engineering how entrepreneurs manage their finances, replacing manual bookkeeping, rules, and spreadsheets with intelligent automation that delivers real-time clarity and control.</span><br><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">We’re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff. We measure success in demos booked, pipelines created, and revenue influenced.</span></p>"
    },
    "workLocations": [
      "Remote"
    ],
    "employmentType": {
      "id": "Salaried, full-time",
      "label": "SALARIED_FT"
    },
    "payRangeDetails": [
      {
        "currency": "USD",
        "isRemote": true,
        "location": "Remote",
        "rangeEnd": 75000,
        "frequency": "YEAR",
        "rangeStart": 65000
      }
    ],
    "activeJobApplication": {
      "basicQuestions": [
        {
          "oid": "first_name",
          "title": "First name",
          "required": true,
          "fieldType": "SHORT_ANSWER"
        },
        {
          "oid": "last_name",
          "title": "Last name",
          "required": true,
          "fieldType": "SHORT_ANSWER"
        },
        {
          "oid": "email",
          "title": "Email",
          "required": true,
          "fieldType": "SHORT_ANSWER"
        },
        {
          "oid": "current_company",
          "title": "Current company",
          "required": false,
          "fieldType": "SHORT_ANSWER"
        },
        {
          "oid": "phone_number",
          "title": "Phone number",
          "required": true,
          "fieldType": "PHONE_NUMBER"
        },
        {
          "oid": "location",
          "title": "Location (city only)",
          "required": true,
          "fieldType": "SHORT_ANSWER"
        },
        {
          "oid": "resume",
          "title": "Resume",
          "required": true,
          "fieldType": "FILE"
        },
        {
          "oid": "cover_letter",
          "title": "Cover letter",
          "required": false,
          "fieldType": "FILE"
        }
      ],
      "customQuestions": {
        "fields": [
          {
            "oid": "first_name",
            "title": "First name",
            "required": true,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "last_name",
            "title": "Last name",
            "required": true,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "email",
            "title": "Email",
            "required": true,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "current_company",
            "title": "Current company",
            "required": false,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "phone_number",
            "title": "Phone number",
            "required": true,
            "fieldData": {},
            "fieldType": "PHONE_NUMBER"
          },
          {
            "oid": "location",
            "title": "Location (city only)",
            "required": true,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "resume",
            "title": "Resume",
            "required": true,
            "fieldData": {},
            "fieldType": "FILE"
          },
          {
            "oid": "cover_letter",
            "title": "Cover letter",
            "required": false,
            "fieldData": {},
            "fieldType": "FILE"
          }
        ]
      },
      "additionalQuestions": [
        {
          "id": "69f8fc41d4f61205c91ee8a8",
          "form": {
            "sections": [],
            "questions": [
              {
                "tags": [],
                "title": "What is your highest level of education?",
                "canEdit": false,
                "dataType": "select",
                "isPrivate": false,
                "uniqueKey": "10fcc787-7acf-42ac-9ff3-55a9c33ce427",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "High school diploma or GED",
                  "Associates Degree",
                  "Bachelors Degree",
                  "Masters Degree or higher"
                ],
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              },
              {
                "tags": [],
                "title": "Do you hold any of the following professional credentials?",
                "canEdit": false,
                "dataType": "enum",
                "isPrivate": false,
                "uniqueKey": "22f1b697-992a-4de6-bb81-0dd6dbdc07f8",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "Neither",
                  "EA (Enrolled Agent)",
                  "CPA (Certified Public Accountant)",
                  "Both"
                ],
                "questionType": "SINGLE_SELECT_RADIO",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": false
              },
              {
                "tags": [],
                "title": "How many years of experience do you have working in a multi-client services environment? Or how many years of experience do you have with managing multiple clients at the same time?",
                "canEdit": false,
                "dataType": "select",
                "maxChars": 12,
                "isPrivate": false,
                "uniqueKey": "31954689-5046-4f5b-b0f5-f68883e61fa7",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "No Experience",
                  "1-2 Years",
                  "3-6 Years",
                  "7+ Years"
                ],
                "description": "Such as public accounting, client accounting services, or outsourced bookkeeping.",
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              },
              {
                "tags": [],
                "title": "How many years of experience do you have where you were personally responsible for preparing or reviewing full month-end / year-end financials?",
                "canEdit": false,
                "dataType": "select",
                "isPrivate": false,
                "uniqueKey": "1018ba33-d8d0-450c-8243-b322dcade196",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "No Experience",
                  "1-2 Years",
                  "3-6 Years",
                  "7+ Years"
                ],
                "description": "Preparing or reviewing month-end financials includes tasks like closing the books, reconciling accounts, and reviewing the Profit & Loss statement and Balance Sheet to ensure accuracy.",
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              },
              {
                "tags": [],
                "title": "How many years of experience do you have personally providing accounting financials for business clients?",
                "canEdit": false,
                "dataType": "select",
                "maxLabel": "",
                "minLabel": "",
                "isPrivate": false,
                "uniqueKey": "1718b168-d1c7-48bc-8753-c698da6094e8",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "No Experience",
                  "1-2 Years",
                  "3-6 Years",
                  "7+ Years"
                ],
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              },
              {
                "tags": [],
                "title": "How many years of experience do you have with full-cycle bookkeeping in QBO?",
                "canEdit": false,
                "dataType": "select",
                "maxLabel": "20",
                "minLabel": "1",
                "isPrivate": false,
                "uniqueKey": "0055154f-9443-49a2-9639-9a10ebabf4be",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "No Experience",
                  "1-2 Years",
                  "3-6 Years",
                  "7+ Years"
                ],
                "description": "Experience includes full-cycle bookkeeping in QBO only, not desktop.",
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              },
              {
                "tags": [],
                "title": "How many years of experience do you have working in expense management  / payment processing or with AI driven Software?",
                "canEdit": false,
                "dataType": "select",
                "maxChars": 250,
                "isPrivate": false,
                "uniqueKey": "829fba06-6f39-4b20-86e8-03d83372d3dd",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "No Experience",
                  "1-2 Years",
                  "3-6 Years",
                  "7+ Years"
                ],
                "description": "",
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              },
              {
                "tags": [],
                "title": "Are you willing to undergo a background check as a condition of employment?",
                "canEdit": false,
                "dataType": "select",
                "isPrivate": false,
                "uniqueKey": "144545d1-c69a-43c4-9b94-4686b375a6cc",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "Yes",
                  "No"
                ],
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              },
              {
                "tags": [],
                "title": "Are you legally authorized to work in the United States for any employer?",
                "canEdit": false,
                "dataType": "select",
                "isPrivate": false,
                "uniqueKey": "3aa9937d-d4b2-4a7b-bf0a-32b0f8be9d18",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "Yes",
                  "No"
                ],
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              },
              {
                "tags": [],
                "title": "Will you now or in the future require visa sponsorship to work in the United States?",
                "canEdit": false,
                "dataType": "select",
                "isPrivate": false,
                "uniqueKey": "1ae9129f-be4c-4f72-9f62-46edd1ded728",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "Yes",
                  "No"
                ],
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              }
            ],
            "skipLogic": [],
            "deletedSections": [],
            "deletedQuestions": []
          },
          "name": "Uplinq Accounting Questionnaire"
        }
      ]
    },
    "hasAIEvaluationsEnabled": true,
    "eeocQuestionnaireEnabled": false,
    "applicationConfirmationTemplate": "67365c95a00bb110ea11fbda",
    "eeocQuestionnaireEnabledForJobPost": false
  },
  "detail_meta": {
    "url": "https://ats.rippling.com/api/v2/board/uplinq/jobs/ff1374d5-7816-490a-a66d-1b0147cd83be",
    "http_status": 200,
    "content_type": "application/json",
    "response_bytes": 15699
  },
  "detail_errors": []
}