Remote Proposal Architect - Client Accounting Services

AccountingDepartment.com

3d•Remote

About The Position

AccountingDepartment.com is seeking a Proposal Architect to serve as a critical bridge between Revenue Generation and Implementation, ensuring a smooth and informed transition from prospect to client. This role involves reviewing prospective clients' existing QuickBooks files and financial reports to identify risks and complexities, participating in file review calls, and preparing proposal documents that accurately reflect client needs, scope, and estimated effort. The Proposal Architect also prepares and delivers documentation to the Implementation team for seamless onboarding and remains engaged post-handoff to assist with offboarding, learn from outcomes, and refine processes. This is an opportunity for a highly analytical, detail-oriented accountant who thrives in a fast-paced, collaborative environment. Overtime may be required to meet project deadlines. Proposal Architect responsibilities can be performed entirely within proposal development or in combination with client accounting work, depending on skill alignment and business needs. Team members maintaining client responsibilities will split their time between proposal development and client service, allowing them to keep technical skills sharp while building proposal development experience.

Requirements

Strong knowledge of fundamental bookkeeping and accounting principles, practices and procedures
Strong knowledge of accounting fundamentals and practical experience reviewing accounting system data and workflows (QuickBooks or similar) required
Ability to synthesize complex financial and operation data into clear recommendations and solutions
Exceptional analytical and critical thinking skills
Excellent written and verbal communication skills
Comfort asking probing questions to gain clarity during the proposal process
Able to adapt to ambiguous situations and exercise sound judgement
Meticulous attention to detail and accuracy
Strong organizational skills with the ability to manage multiple projects simultaneously
Ability to prioritize workload and shift gears based on workload and project demands
Proficiency with QuickBooks and Microsoft Office applications, particularly Outlook, Excel, and Word
Professional, friendly and approachable demeanor with strong customer service orientation
Comfortable working with many different personality types
Team oriented and comfortable working with others in a telecommuting environment using video conferencing

Nice To Haves

Strong alignment with AccountingDepartment.com’s mission and core values
Desire to act as a positive role model and trusted partner across teams
Process documentation experience is a plus
Familiarity with implementation processes and procedures, preferred

Responsibilities

Review and analyze prospects' existing QuickBooks file and/or financial reports; prepare detailed analysis for use during data file review call with prospects, including specific topics that should be covered during the review
Participate in File Review calls, take detailed notes, and highlight items requiring further clarification or follow up
Engage in fact finding with prospective clients, when necessary, to understand business processes and operational nuances
Apply analytical and critical thinking to translate file review findings into insights and recommendations for proposals
Prepare draft proposal documents and time estimate worksheets in accordance with ADC terms and conditions
Partner with Proposal Management to finalize proposal options and ensure accuracy and completeness
Review individual contracts for completeness and understand the intricacies
Reassess and amend contracts when scope, assumptions, or client needs change
Identify opportunities to improve the data file review, proposal preparation, and handoff process
Attend weekly Proposal Department and Sales Department meetings
Serve as a resource to Implementation during onboarding process
Ability to work outside normal hours as needed to meet objectives