Remote Proposal Architect - Client Accounting Services

The 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.

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
• Ammend 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
• Able 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
• 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
• Able 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

Cultural Fit

• G.R.I.T. values: Grit, Gratitude, Resilience, Integrity
• Equal parts casual and professional work environment
• Focus on excellence and innovation
• Fun and exciting work environment
• Flexible work arrangements
• Supportive work-life balance