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 reviewParticipate in File Review calls, take detailed notes, and highlight items requiring further clarification or follow upEngage in fact finding with prospective clients, when necessary, to understand business processes and operational nuancesApply analytical and critical thinking to translate file review findings into insights and recommendations for proposalsPrepare draft proposal documents and time estimate worksheets in accordance with ADC terms and conditionsPartner with Proposal Management to finalize proposal options and ensure accuracy and completenessReview individual contracts for completeness and understand the intricaciesReassess and amend contracts when scope, assumptions, or client needs changeIdentify opportunities to improve the data file review, proposal preparation, and handoff processAttend weekly Proposal Department and Sales Department meetingsServe as a resource to Implementation during onboarding processAbility to work outside normal hours as needed to meet objectivesEssential 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 solutions Exceptional analytical and critical thinking skillsExcellent written and verbal communication skillsComfort asking probing questions to gain clarity 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 plusMinimum Education & Training Required:Minimum 3 – 5 years accounting experience, preferably in a Client Accounting Services (CAS) environment Familiarity with implementation processes and procedures, preferredCultural Fit:We are proud of our culture and are looking for someone who shares our G.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 skillsWorking 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 dressAttention 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.How to Become Part of our Future Success:If you believe you have what it takes to assume this new role, you must submit a resume and cover letter explaining why you’re the perfect fit for this position. Kindly include your salary requirements in the cover letter. Only candidates that submit these criteria will be considered.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,
