Proposal Architect – Client Accounting Services

This is a fully remote position, open to applicants in United States.

📋 Description

• The Proposal Architect acts as a vital link between Revenue Generation and Implementation.

• Facilitate a seamless and well-informed transition from prospect to client.

• Analyze prospective clients’ existing QuickBooks files and/or financial statements to pinpoint risks, complexities, and discussion topics for the File Review call.

• Engage in the File Review call, gather essential insights, and create proposal documents that accurately represent the client’s requirements, scope, and estimated efforts.

• Compile and provide all necessary documentation to the Implementation team to ensure a smooth onboarding experience.

• Stay involved after the handoff to address offboarding inquiries, gain insights from outcomes, refine assumptions, and enhance the proposal and sales process continuously.

⛳️ Requirements

• A minimum of 3 – 5 years of accounting experience, ideally in a Client Accounting Services (CAS) setting.

• Familiarity with implementation processes and procedures is preferred.

• Strong understanding of fundamental bookkeeping and accounting principles, practices, and procedures.

• In-depth knowledge of accounting fundamentals and practical experience in reviewing accounting system data and workflows (QuickBooks or similar) is required.

• Exceptional analytical and critical thinking abilities.

• Outstanding written and verbal communication skills.

• Capacity to distill complex financial and operational data into clear recommendations and solutions.

• High attention to detail and accuracy.

• Strong organizational abilities with the capability to manage multiple projects simultaneously.

• Proficient in prioritizing workload and adapting to project demands.

• Proficient in QuickBooks and Microsoft Office applications, particularly Outlook, Excel, and Word.

• Professional, friendly, and approachable demeanor with a strong customer service orientation.

• Comfortable interacting with various personality types.

🏝️ Benefits

• Work from home, W-2 position.

• Option for a compressed workweek available.

• Generous vacation policy and paid holidays.

• Group Medical, Dental, Life, Vision, and Accident Insurance.

• 401(k) plan.

• Eligibility for a company-wide annual bonus incentive plan.

• $25 monthly internet stipend.

• Virtual employee groups, clubs, and activities throughout the year.

• Casual dress code.