Uplinq

• 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.

Tax Readiness Specialist

Growth Marketing

• You will design, implement, and maintain the systems that power growth.
• Own HubSpot setup end-to-end: Lifecycle stages, lead statuses, custom objects, properties, pipelines
• Attribution models (first-touch, multi-touch, assisted)
• UTM governance and enforcement across all channels
• Lead routing, SLAs, alerts, and automation
• Build dashboards for: CPL, CPD, CPA, CAC
• Create clean data definitions and documentation so the system is scalable and auditable
• You are the person who makes leadership finally trust the numbers.
• Run high-velocity testing across paid, owned, and conversion surfaces.
• Work closely with Sales to improve demo quality, reduce no-shows and increase close rate

Growth Marketing Manager

Accounting Manager

• Oversee the performance and deliverables of Senior Accounting Specialists
• Conduct regular reviews of client books
• Build, document, and refine SOPs and workflows
• Mentor team members in accrual accounting, job costing, inventory, and class/location reporting
• Act as an escalation point for complex client issues
• Identify opportunities to streamline processes and strengthen integrations

• Manage bookkeeping
• Develop tax strategy
• Prepare taxes for clients
• Collaborate with clients to ensure compliance
• Leverage technology for efficient accounting

Senior Tax Manager

Customer Success Manager

• Handle customer inquiries via phone, email, Zoom, and support tickets
• Communicate bookkeeping and tax status updates clearly and accurately
• Identify and request required documents or information from customers
• Maintain accurate records and workflows in HubSpot and internal systems
• Support customers within our proprietary SaaS platform
• Collaborate closely with internal operations teams to resolve issues efficiently

Customer Success Representative

• Architect the Customer Journey – Define the full lifecycle: onboarding, adoption, QBRs, and renewal workflows.
• Own a ≤14-day time-to-first-value SLA.
• Build and Lead the Team – Hire, onboard, and coach 4 onboarding specialists, 3 CSMs, and 2 support reps to create a proactive, outcome-focused CS culture.
• Drive Product Adoption and Account Health – Launch usage-based health scores, build automated alerting systems, and raise weekly active usage to 70%+.
• Own Retention and Renewals – Forecast retention with ±5% accuracy, and consistently hit ≥94% gross and ≥115% net revenue retention targets.
• Trigger Expansion – Collaborate with Sales to activate upsells tied to onboarding events and behavior-based playbooks—doubling per-customer expansion ACV.
• Voice of the Customer – Lead quarterly VoC reporting, identifying themes and influencing 50%+ of roadmap priorities in partnership with Product and Ops.

Director of Customer Success

• Complete final review of returns.
• Oversee preparation of complex individual and business tax returns, ensuring they meet accuracy and compliance standards.
• Lead by example in using technology to maintain compliance and enhance efficiency.
• Identify and address training needs to enhance expertise in tax preparation and compliance.
• Offer mentorship and hands-on support, fostering a collaborative and efficient work environment.
• Craft and implement standard operating procedures that harness Uplinq’s technological resources.
• Oversee allocation of the team's hours and resources, ensuring optimal project delivery.
• Willingness to work extended hours, especially during peak tax seasons, to meet critical deadlines.
• Establish and maintain stringent quality control protocols for tax preparation and compliance.
• Train and mentor junior staff members on tax-related matters.