Remote Proposal Architect

Job Summary

A company is looking for a Remote Proposal Architect in Client Accounting Services.

Key Responsibilities

• Review and analyze prospects' QuickBooks files and financial reports to prepare for data file review calls
• Participate in File Review calls, capturing insights and preparing proposal documents
• Support the Implementation team during onboarding and assist with offboarding questions post-handoff

Required Qualifications, Training, and Education

• 3-5 years of accounting experience, preferably in a Client Accounting Services environment
• Strong knowledge of bookkeeping and accounting principles
• Familiarity with implementation processes and procedures is preferred
• Proficiency with QuickBooks and Microsoft Office applications
• Ability to synthesize complex financial data into clear recommendations