[Hiring] Proposal Architect @AccountingDepartment.com

Role Description

The Proposal Architect serves as a critical bridge between Revenue Generation and Implementation, ensuring a smooth and informed transition from prospect to client.

• Review of prospective clients’ existing QuickBooks files and/or financial reports to identify risks, complexities, and discussion points for the File Review call.
• Participate in the File Review call, capture key insights, and prepare proposal documents that accurately reflect the client’s needs, scope, and estimated effort.
• Prepare and deliver all relevant documentation to the Implementation team for a seamless onboarding experience.
• Remain engaged post-handoff to assist with offboarding questions, learn from outcomes, refine assumptions, and continuously improve the proposal and sales process.
• Opportunity for a highly analytical, detail-oriented accountant who thrives in a fast-paced, collaborative environment.
• Overtime may be required to meet project deadlines.
• Responsibilities may be performed entirely within proposal development or in combination with client accounting work, skill alignment, and business needs.
• Time allocation will be determined collaboratively and may be adjusted over time.

Qualifications

• 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 operational 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 judgment.
• 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.

Requirements

• Minimum 3 – 5 years accounting experience, preferably in a Client Accounting Services (CAS) environment.
• Familiarity with implementation processes and procedures, preferred.

Benefits

• Work from home, W-2 position.
• Compressed work week option available.
• Generous vacation and paid holidays.
• Group Medical, Dental, Life, Vision, Accident Insurance.
• 401(k) plan.
• Participation in a company-wide annual bonus incentive plan.
• $25 monthly internet stipend.
• Virtual employee groups, clubs, and activities throughout the year.
• Casual dress.