Proposal Architect – Client Accounting Services

🕒 May 6

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AccountingDepartment.com

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2004

💸 Finance

☁️ SaaS

🤝 B2B

Finance • SaaS • B2B

AccountingDepartment. com is a leading provider of outsourced accounting services for small to mid-sized businesses across the United States. Specializing in online and cloud-based accounting, the company offers comprehensive solutions that act as a full-scale accounting department, including bookkeeping, controller services, financial reporting, strategic planning, and cash flow forecasting. Founded in 2004, they serve a diverse range of industry sectors, utilizing advanced technologies like QuickBooks and NetSuite to streamline operations and improve financial accuracy. Their team of accounting professionals, including CPAs and financial experts, is dedicated to supporting the growth and financial health of their clients.

📋 Description

• 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

• 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

• 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