Overview
This role serves as a bridge between revenue generation and implementation, supporting a smooth transition from prospect to client.
Key work begins with reviewing prospective clients’ existing QuickBooks files and/or financial reports to identify risks, complexities, and discussion points for the file review call. After participating in the file review, the Proposal Architect prepares proposal documents that reflect the client’s needs, scope, and estimated effort.
Once a prospect becomes a client, this role prepares and delivers relevant documentation to the implementation team to support onboarding. The position also remains engaged after handoff to support offboarding questions, learn from outcomes, refine assumptions, and continuously improve the proposal and sales process.
This opportunity is well-suited for a highly analytical, detail-oriented accounting professional working in a fast-paced, collaborative environment. Overtime may be required to meet project deadlines.
Responsibilities
- Review and analyze prospects’ existing QuickBooks files and/or financial reports; prepare detailed analysis for use during the data file review call with prospects, including specific topics to cover during the review
- Participate in file review calls, take detailed notes, and highlight items requiring further clarification or follow up
- Conduct fact finding with prospective clients as needed to understand business processes and operational nuances
- Apply analytical and critical thinking to translate file review findings into proposal insights and recommendations
- Prepare draft proposal documents and time estimate worksheets in accordance with the organization’s terms and conditions
- Partner with Proposal Management to finalize proposal options and ensure accuracy and completeness
- Review individual contracts for completeness and understand contract 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 the onboarding process
- Work outside normal hours as needed to meet objectives
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
- Strong analytical and critical thinking skills
- Ability to synthesize complex financial and operational data into clear recommendations and solutions
- Exceptional written and verbal communication skills
- Ability to ask probing questions to gain clarity during the proposal process
- Ability to adapt to ambiguous situations and exercise sound judgment
- 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 a strong customer service orientation
- Comfortable working with different personality types
- Team-oriented and comfortable working in a telecommuting environment using video conferencing
Preferred Qualifications
- Process documentation experience
- Experience maintaining client responsibilities while balancing proposal development work (time allocation determined collaboratively and may be adjusted over time)
Compensation & 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
Location
Work from home (remote)
Application Requirements
Submit a resume and cover letter explaining why you are a fit for the position, including salary requirements in the cover letter. Only candidates that submit these criteria will be considered.
Equal Opportunity
The employer is an equal opportunity employer and does not discriminate based on 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 is based solely on merit and qualifications.