Full-Time
Sales Development Representative
Posted on 9/4/2025
Uplinq
51-200 employees
AI-driven SMB bookkeeping and tax automation
Compensation Overview
$60k/yr
Phoenix, AZ, USA
Remote
 Sales & Account Management (1) |
|---|
- 2+ years of SDR or business development experience (startup or fintech experience is a plus)
- Strong communication skills and a natural curiosity to learn about business operations
- Comfortable with outbound outreach and high-velocity sales environments
- Organized, persistent, and data-driven
- Experience using tools like HubSpot, ZoomInfo, LinkedIn Sales Navigator, etc.
- Conduct outbound prospecting through email, phone, LinkedIn, and other channels to generate qualified leads
- Research target accounts to craft personalized messaging
- Qualify inbound leads to determine fit and readiness
- Schedule discovery calls and demos for Account Executives
- Rebook missed or rescheduled sales calls
- Follow up with inbound and outbound leads via phone, email, and text
- Make cold calls to generate interest and book appointments
- Support Account Executives by prepping leads and managing handoffs
- Hit weekly outreach and follow-up targets
- Bonus: Background or interest in accounting, finance, or SaaS
Uplinq offers an AI-powered platform that automates bookkeeping and tax tasks for US SMBs. It uses proprietary AI and large language models to classify expenses, manage transactions, and generate financial reports like P&L, while human experts finalize statements and tax strategies. The system connects to tools such as QuickBooks and links to more than 10,000 banks, reducing manual data entry. By pairing automation with human oversight and broad integrations across industries, it aims to help SMBs run finances more accurately and efficiently while expanding its AI capabilities and client base.
Company Size
51-200
Company Stage
Series A
Total Funding
$17.3M
Headquarters
Tempe, Arizona
Founded
2020
Simplify's Take
What believers are saying
- $10M Series A from Next Coast Ventures in May 2025 scales AI capabilities.
- Serves nearly 1,000 SMBs across e-commerce, healthcare, and logistics sectors.
- Customers achieve 80% reduction in manual data entry through AI automation.
What critics are saying
- Intuit API changes disrupt QuickBooks integration within 12-24 months.
- AI hallucinations trigger IRS compliance violations and lawsuits in 6-18 months.
- Human oversight costs erode margins as customers exceed 1,000 in 18-36 months.
What makes Uplinq unique
- Uplinq automates bookkeeping using proprietary AI and LLMs for expense categorization.
- Platform integrates with 10,000 banks and QuickBooks for day-one P&L generation.
- Human oversight finalizes statements and optimizes tax strategies for accuracy.
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Benefits
Competitive Equity
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Growth & Insights and Company News
6 month growth
↑ 5%1 year growth
↑ 12%2 year growth
↑ 5%Uplinq raises $10M Series A to scale AI-powered bookkeeping and tax automation for small businesses across the U.S., led by Next Coast Ventures.
Uplinq has secured a $10 million Series A funding round led by Next Coast Ventures, with participation from AZ-VC Live Oak Ventures and existing investors. This funding will enhance Uplinq's AI capabilities, scale customer acquisition, and strengthen infrastructure for SMB financial management. Uplinq's AI-driven platform automates bookkeeping and tax workflows, improving accuracy and efficiency for nearly 1,000 SMBs across various industries in the U.S.
Business entrepreneur Mark Cuban recently addressed an SXSW conference in Austin, Texas, telling the crowd that when it comes to any industry, AI is merely a tool of the trade, not the overall magical solution, according to TechCrunch. For You: Mark Cuban Wants To Reshape Healthcare — 5 Ways His Approach Could Save Americans Money Find Out: 8 Common Mistakes Retirees Make With Their Social Security Checks That includes small businesses, which usually struggle to get their footing in the early years, though with Cuban’s advice, might be able to harness AI to beat their competitors. GOBankingRates reached out to business experts to see if they agreed with Cuban’s advice and found out how small businesses can use AI to edge out their competitors. “AI can be a valuable tool for small businesses, particularly those with limited resources,” explained CEO of Abrigo, Jay Blandford. “In addition to serving small businesses, many community banks and credit unions are small businesses themselves.” Blandford pointed to survey data from Abrigo, which revealed that among banks and credit unions with fewer than 500 employees, 19% are excited about AI, while 76% are either excited or open but cautious. “This suggests that most of these small businesses are receptive to using AI,” Blandford concluded
Uplinq has raised $5.6 million in seed funding in a funding round led by AZ-VC, the Arizona-focused venture capital fund. The round included a strategic