Remote Proposal Architect for Data-Driven Accounting

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

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.