Note: The job is a remote job and is open to candidates in USA. AccountingDepartment.com is the leader in outsourced virtual accounting services for businesses, and they are seeking a Proposal Architect to bridge Revenue Generation and Implementation. The role involves reviewing prospective clients’ financial reports, preparing proposals, and ensuring a smooth transition from prospect to client.
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
Skills
- Minimum 3 – 5 years accounting experience, preferably in a Client Accounting Services (CAS) environment
- 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
- Ability to work outside normal hours as needed to meet objectives
- Familiarity with implementation processes and procedures
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
Company Overview