Remote Proposal Architect - Client Accounting Services (CAS)

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AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses - and our family is growing! Perhaps your next career adventure awaits!
AccountingDepartment.com never settles with status quo. We strive to make sure our staff have plenty of opportunities that broaden skill sets and ultimately enhance career satisfaction while working here. If you're someone who wants to make a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we sound like a perfect match!
It's been an exciting 22 years at AccountingDepartment.com! We hope you will join us as we continue this exciting revolutionary journey we are on.
Your Role:
The Proposal Architect serves as a critical bridge between Revenue Generation and Implementation, ensuring a smooth and informed transition from prospect to client.
This role begins with a detailed review of prospective clients’ existing QuickBooks files and/or financial reports to identify risks, complexities, and discussion points for the File Review call. The Proposal Architect participates in the File Review call, captures key insights, and prepares proposal documents that accurately reflect the client’s needs, scope, and estimated effort.
Once a prospect becomes a client, the Proposal Architect prepares and delivers all relevant documentation to the Implementation team to support a seamless onboarding experience. The role remains engaged post handoff to assist with offboarding questions, learn from outcomes, refine assumptions, and continuously improve the proposal and sales process.
This is an exceptional 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 may be performed entirely within proposal development or in combination with client accounting work, skill alignment, and business needs. Team members who choose to maintain client responsibilities will split their time between proposal development and client service. This approach allows team members to keep their technical and client facing skills sharp and build valuable experience in proposal development at the same time. Time allocation will be determined collaboratively and may be adjusted over time.
Essential Duties & 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
Essential Skills & Experience:
Strong alignment with AccountingDepartment.com’s mission and core values
Desire to act as a positive role model and trusted partner across teams
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
Process documentation experience is a plus
Minimum Education & Training Required:
Minimum 3 – 5 years accounting experience, preferably in a Client Accounting Services (CAS) environment
Familiarity with implementation processes and procedures, preferred
Cultural Fit:
We are proud of our culture and are looking for someone who shares our G.R.I.T. values:
Grit: Motivated self-starter wit