Remote Proposal Architect - Client Accounting Services (CAS)

AccountingDepartment.com; United States; Remote; USD 80,000 - 110,000; Full time

Benefits offered by this job

Work from home

Compressed work week

Generous vacation and paid holidays

Group Medical, Dental, Life, Vision

401(k) plan

Annual bonus incentive plan

Internet stipend

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, capture insights, and craft proposal documents reflecting scope and effort.

Post‑sale, you’ll support onboarding and assist with contract reviews and ongoing improvements. Overtime may be required to meet deadlines in a fast-paced, telecommuting environment.

Qualifications

• Strong knowledge of fundamental bookkeeping and accounting principles.
• Experience reviewing accounting system data and workflows (QuickBooks or similar).
• Ability to translate file review findings into proposals and recommendations.

Responsibilities

• Review client QuickBooks files and financial reports and identify risks.
• Participate in File Review calls and record key insights.
• Prepare draft proposals and time estimates aligned with ADC terms.
• Support onboarding by delivering documentation to Implementation.
• Improve data review and handoff processes to enhance proposals.

Skills

Accounting principles

Analytical thinking

Written and verbal communication

Client collaboration

Detail oriented

Tools

QuickBooks

Microsoft Excel

Outlook

Word

Job description

Awarded 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 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 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 environment


• R: Demonstrates Resilience, flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment


• I: Unquestionable commitment to upholding the highest standards of Integrity, ethical behavior, and transparency in all business practices


• T: 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 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

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.