Proposal Architect – Client Accounting Services

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

📋 Description

• Evaluate and assess the existing QuickBooks files and/or financial reports of prospects.

• Create comprehensive analyses for prospect data file review discussions, highlighting key topics to address.

• Actively engage in File Review discussions, taking thorough notes and pinpointing items that require clarification or follow-up.

• Conduct in-depth fact-finding with potential clients to comprehend their business processes and operational details.

• Convert findings from file reviews into actionable insights and recommendations for proposals.

• Draft proposal documents and time estimate worksheets in alignment with company terms and conditions.

• Collaborate with Proposal Management to ensure the accuracy and completeness of proposal options.

• Examine individual contracts for thoroughness and grasp their complexities.

• Reevaluate and modify contracts when there are changes in scope, assumptions, or client requirements.

• Identify opportunities for enhancements in data file review, proposal preparation, and handoff processes.

• Attend weekly meetings for both the Proposal Department and Sales Department.

• Act as a resource for Implementation during the onboarding process.

• Prepare and provide essential documentation to Implementation once a prospect transitions to a client.

• Address offboarding inquiries and utilize outcomes to refine assumptions and enhance the proposal and sales process.

• Proposal duties may be combined with client accounting responsibilities based on skills and business needs.

• Divide time between proposal development and client service while managing client responsibilities.

• Willingness to work outside regular hours as necessary to achieve objectives.

• Overtime may be required to meet project deadlines.

⛳️ Requirements

• Strong alignment with the mission and core values of AccountingDepartment.com.

• A desire to serve as a positive role model and reliable partner across teams.

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

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

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

• Exceptional analytical and critical thinking abilities.

• Excellent written and verbal communication skills.

• Comfortable asking probing questions to achieve clarity during the proposal process.

• Capable of adapting to ambiguous situations and exercising sound judgment.

• Meticulous attention to detail and accuracy.

• Strong organizational skills and the ability to manage multiple projects simultaneously.

• Capacity to prioritize workload and adjust based on project demands.

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

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

• Comfortable interacting with various personality types.

• Team-oriented and adept at collaborating in a telecommuting environment using video conferencing.

• Experience with process documentation is a plus.

• Minimum of 3 – 5 years of accounting experience, preferably in a Client Accounting Services (CAS) setting.

• Familiarity with implementation processes and procedures is preferred.

• Willingness to work outside normal hours as necessary to meet objectives.

• Must submit a resume and cover letter detailing why you are the ideal candidate.

• Salary requirements must be included in the cover letter.

🏝️ Benefits

• Work from home, W-2 position.

• Option for a compressed work week available.

• Generous vacation policy and paid holidays.

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

• 401(k) plan.

• Participation in a company-wide annual bonus incentive program.

• $25 monthly internet stipend.

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

• Casual dress code.

• 100% remote work opportunity.

• Flexible career continuity for military spouses.

• Family-friendly company culture.

• Support for a healthy work-life balance.

• Award-winning organizational culture.