Uplinq

Human Resources

• Manage daily HR functions, including employee relations, benefits, leave, payroll support, and compliance.
• Serve as a resource for employee issues, providing guidance to managers and escalating when needed.
• Partner with managers to address employee relations issues and provide guidance on best practices.
• Implement best practices to improve scalability, efficiency, and workplace culture.
• Maintain and update HR policies, procedures, and the employee handbook to ensure legal compliance.
• Assist with payroll preparation and reporting as needed.
• Lead or participate in HR projects, such as DEI initiatives, culture programs, or process automation.
• Assist with HR reporting, metrics, and special projects as assigned.

HR Generalist

Accounts Receivable

• Build and maintain an accurate AR tracking system with clear ownership, status, and next action for every invoice.
• Ensure all accounts include correct contacts, terms, dispute status, promised payment dates, and follow-up notes.
• Keep AR aging clean and accurate; resolve discrepancies, credits, and stale balances.
• Run daily and weekly collections activities across aging buckets.
• Segment accounts by balance size, customer tier, payment method, and risk.
• Conduct consistent outreach via email and phone and document all activity.
• Track promised payments and escalate missed commitments.
• Manage dispute intake, routing, and resolution in partnership with Customer Success, Billing, RevOps, and Sales.
• Define and enforce escalation timelines and account action policies.
• Prepare weekly AR reporting, including DSO, aging trends, collections effectiveness, dispute cycle time, and cash forecast.

AR Operations Manager

• Problem-solving skills, capable of handling complex workflows and projects efficiently.
• Engages effectively with high-value clients to optimize their account setups and enhance their overall experience with Uplinq’s services.
• Is skilled in onboarding companies to a ready state for tax preparation, ensuring a seamless handoff to Tax Operations team.
• Communicate and clearly convey and explain intricate tax and accounting data to clients as needed.
• Will review financial statements and tax filings to determine data needs.
• Drive continuous improvement in Uplinq’s automated bookkeeping and tax systems and contribute to our business intelligence solutions.
• Carries out administrative duties such as gathering documents, scanning, filing, mailing, etc.
• Completes operational requirements by scheduling and assigning administrative projects and expediting work results.
• Supports team by performing tasks related to organization and strong communication.
• Provides information by answering questions and requests.
• Contributes to team effort by accomplishing related results as needed.

HR Generalist

AR Operations Manager

Tax Readiness Specialist