Customer Success Representative – Uplinq | Remote

Customer Success Representative – Uplinq | Remote (United States)

Uplinq is seeking an experienced Customer Success Representative to manage client communications and coordinate between customers and bookkeeping/tax operations teams. This remote role is available to applicants residing in the United States only and offers competitive pay, benefits, and career growth opportunities.

• Job Title: Customer Success Representative
• Employer: Uplinq
• Location: Remote (United States only)
• Pay: $70,000–$75,000 per year (employer-provided range)
• Job Type: Full-Time
• Contract Type: Permanent
• Closing Date: Not specified (apply promptly)

Uplinq is a tech-forward, multi-client bookkeeping and accounting firm serving diverse small business industries. Combining automation with human expertise, Uplinq provides proactive, high-quality accounting services including bookkeeping, tax strategy, and tax preparation. Clients range from real estate developers to e-commerce sellers, relying on Uplinq to manage financial workflows so they can focus on growth.

The Customer Success Representative will handle customer inquiries, provide workflow updates, and ensure smooth coordination between clients and internal teams. This role emphasizes communication, organization, and customer support—not financial advice.

• 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 Hub Spot and internal systems
• Support customers within Uplinq’s proprietary SaaS platform
• Collaborate closely with internal operations teams to resolve issues efficiently

• 3+ years of SaaS customer support or customer success experience
• Working knowledge of bookkeeping and small business financial workflows
• Expert-level proficiency with Hub Spot, Zoom, and Google Workspace
• Ability to quickly learn proprietary software
• Excellent written and verbal communication skills
• Highly organized with strong attention to detail
• Competitive salary ($70,000–$75,000/year)
• Health, dental, vision, life insurance, and 401(k)
• Remote-first and flexible work culture
• Clear path for career growth in a fast-growing firm
• Modern tech stack and automation-first mindset
• Supportive, collaborative team with strong systems and documentation

Applications must be submitted directly to Uplinq
.

How to Apply:

• Prepare your CV highlighting SaaS customer support and bookkeeping workflow experience.
• Ensure your application demonstrates Hub Spot proficiency and strong communication skills.