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Proposal Architect – Client Accounting Services
AccountingDepartment.comProposal Architect connecting Revenue Generation and Implementation for outsourced accounting services. Reviewing financial reports and preparing proposals to ensure smooth client onboarding.
About the role
Key responsibilities & impact- The Proposal Architect serves as a critical bridge between Revenue Generation and Implementation
- Ensure a smooth and informed transition from prospect to client
- Review prospective clients’ existing QuickBooks files and/or financial reports to identify risks, complexities, and discussion points for the File Review call
- Participate in 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 to support 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
Requirements
What you’ll need- Minimum 3 – 5 years accounting experience, preferably in a Client Accounting Services (CAS) environment
- Familiarity with implementation processes and procedures, preferred
- 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
- Ability to synthesize complex financial and operation data into clear recommendations and solutions
- 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
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accounting principlesbookkeepingfinancial reportingdata analysisQuickBooksimplementation processesworkflow reviewproposal preparationproject managementfinancial data synthesis
Soft Skills
analytical skillscritical thinkingwritten communicationverbal communicationattention to detailorganizational skillscustomer service orientationadaptabilityinterpersonal skillsproblem-solving