Remote Proposal Architect - Client Accounting Services (CAS)

AccountingDepartment.com; New York (NY); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Work from home

Compressed work week option available

Generous vacation and paid holidays

Group Medical, Dental, Life, Vision,  

401(k) plan

Annual bonus incentive plan

Internet stipend

Virtual employee groups, clubs, and  

Casual dress

Job summary

AccountingDepartment.com is seeking a detail oriented Proposal Architect to bridge Revenue Generation and Implementation. You will review prospective clients’ QuickBooks files and financial reports to identify risks, discuss points for the File Review call, and prepare proposals that reflect client needs and estimates.

After onboarding, you’ll deliver documentation to the Implementation team, support the handoff, and assist with questions.

Qualifications

• Strong knowledge of bookkeeping and accounting principles.
• Experience reviewing accounting data and workflows (QuickBooks or similar).
• Ability to translate financial data into clear proposals.

Responsibilities

• Review prospects' QuickBooks files and financial reports for data points to cover in the File Review call.
• Participate in File Review calls, capture insights, and prepare proposal documents reflecting client needs and estimated effort.
• Deliver documents to Implementation team after onboarding and support ongoing questions during handoff.
• Identify ways to improve data review, proposal prep, and handoff processes.
• Attend weekly Proposal and Sales Department meetings and collaborate with multiple teams.

Skills

Analytical thinking

Attention to detail

Written communication

Verbal communication

Multi-project management

Team collaboration

Customer service orientation

Adaptability

QuickBooks knowledge

Bookkeeping fundamentals

Education

3–5 years accounting experience

Tools

QuickBooks

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

DescriptionAwarded Inc. Magazine's Best Workplaces for the fifth year in a row!

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 valuesDesire to act as a positive role model and trusted partner across teamsStrong knowledge of fundamental bookkeeping and accounting principles, practices and proceduresStrong knowledge of accounting fundamentals and practical experience reviewing accounting system data and workflows (QuickBooks or similar) requiredAbility to synthesize complex financial and operation data into clear recommendations and solutionsExceptional analytical and critical thinking skillsExcellent written and verbal communication skillsComfort asking probing questions to gain clarification during the proposal processAble to adapt to ambiguous situations and exercise sound judgementMeticulous attention to detail and accuracyStrong organizational skills with the ability to manage multiple projects simultaneouslyAbility to prioritize workload and shift gears based on workload and project demandsProficiency with QuickBooks and Microsoft Office applications, particularly Outlook, Excel, and WordProfessional, friendly and approachable demeanor with strong customer service orientationComfortable working with many different personality typesTeam oriented and comfortable working with others in a telecommuting environment using video conferencingProcess documentation experience is a plus

Minimum Education & Training Required

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

Cultural Fit

We are proud of our culture and are looking for someone who shares ourG.R.I.T. values:Grit

Motivated self-starter with a positive, can-do attitude. Demonstrates

GRIT

in overcoming obstacles and accomplishing tasks.G

Expresses

Gratitude

and appreciation for the contributions of team members, fostering a positive and collaborative work environmentR

Demonstrates

Resilience

flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environmentI

Unquestionable commitment to upholding the highest standards of

Integrity

ethical behavior, and transparency in all business practicesT

Proven ability to contribute effectively to organizational and team objectives through strong

Teamwork

skills

Working at AccountingDepartment.com, LLC

The people at AccountingDepartment.com, LLC are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We’re serious about our business and delivering the best service to our clients, but we also make it a priority to keep things fun and exciting.

Benefits Include

Work from home, W-2 positionCompressed work week option availableGenerous vacation and paid holidaysGroup Medical, Dental, Life, Vision, Accident Insurance401(k) planParticipation in a company wide annual bonus incentive plan$25 monthly internet stipendVirtual employee groups, clubs, and activities throughout the yearCasual dress

Attention Military Spouses

For the last 22 years, we've proudly offered 100% remote, W-2 positions, and we’ve built an environment where career continuity is more than just a buzzword – it’s a reality! Whether you’re stationed at a new base or relocating for a PCS, we offer military spouses the unique opportunity to continue your career without disruption.As an accounting professional, you can take your position with you and keep your career on track no matter where life takes you. We believe in family first and are proud to be a family-friendly company with an award-winning culture.If you're looking for a role that values flexibility, career growth, and a supportive work-life balance, we may just be the perfect fit for you. Join us and experience the benefits of working with a company that truly cares about its people.

AccountingDepartment.com is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at AccountingDepartment.com is based solely on a person's merit and qualifications.