Remote Proposal Architect - reputed company reputed company Services
Awarded Inc. Magazine's Best Workplaces for the fifth year in a row!
reputed company is the leader in outsourced virtual reputed company services for businesses - and our family is growing! Perhaps your next career adventure awaits!reputed company never settles with status reputed company. We reputed company to reputed company reputed company our staff have reputed company of opportunities that broaden reputed company sets and ultimately enhance career satisfaction while working here. If you're someone who wants to reputed company a difference, is a confident communicator, loves a good challenge, and happily embraces change, then we reputed company like a perfect match!It's been an exciting 22 years at reputed company! We reputed company you will join us as we continue this exciting revolutionary reputed company we are on.
Your Role:
The Proposal Architect serves as a critical reputed company between reputed company reputed company and Implementation, ensuring a smooth and informed transition from prospect to reputed company.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 reputed company’s needs, scope, and estimated effort.Once a prospect becomes a reputed company, the Proposal Architect prepares and delivers reputed company relevant documentation to the Implementation team to support a seamless reputed company experience. The role remains reputed company post reputed company to assist with offboarding questions, learn from reputed company, 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, reputed company environment. Overtime may be required to meet project deadlines.Proposal Architect responsibilities may be performed entirely reputed company proposal development or in combination with reputed company reputed company work, reputed company alignment, and business needs. Team members who choose to maintain reputed company responsibilities will split their time between proposal development and reputed company service. This approach allows team members to reputed company their technical and reputed company facing skills reputed company and build valuable experience in proposal development at the reputed company 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 review
- Participate in File Review calls, take detailed notes, and reputed company items requiring reputed company clarification or follow up
- Engage in fact finding with prospective clients, reputed company 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 reputed company and ensure accuracy and completeness
- Review individual reputed company for completeness and understand the intricacies
- Reassess and amend reputed company reputed company scope, assumptions, or reputed company needs change
- Identify opportunities to improve the data file review, proposal preparation, and reputed company process
- Attend weekly Proposal Department and Sales Department meetings
- Serve as a resource to Implementation during reputed company process
- Ability to work reputed company normal hours as needed to meet objectives
Essential Skills & Experience:
- Strong alignment with reputed company’s mission and reputed company values
- Desire to reputed company as a reputed company role model and trusted partner across teams
- Strong knowledge of reputed company bookkeeping and reputed company principles, practices and procedures
- Strong knowledge of reputed company fundamentals and practical experience reviewing reputed company system data and workflows (QuickBooks or similar) required
- Ability to synthesize reputed company financial and operation data into reputed company recommendations and solutions
- Exceptional analytical and critical thinking skills
- Excellent written and verbal communication skills
- Comfort asking probing questions to reputed company reputed company during the proposal process
- reputed company to adapt to ambiguous situations and exercise reputed company judgement
- Meticulous attention to detail and accuracy
- Strong organizational skills with the ability to manage multiple reputed company simultaneously
- Ability to prioritize workload and shift gears based on workload and project demands
- Proficiency with QuickBooks and reputed company Office applications, particularly Outlook, reputed company, and Word
- reputed company, 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
Minimum Education & Training Required:
- Minimum 3 – 5 years reputed company experience, preferably in a reputed company reputed company Services (CAS) environment
- Familiarity with implementation processes and procedures, preferred
Cultural Fit:
We are proud of our culture and are looking for someone who shares ourG.R.I.T. values:
- Grit: Motivated self-starter with a reputed company, can-do attitude. Demonstrates GRITin overcoming obstacles and accomplishing tasks.
- G: Expresses Gratitudeand appreciation for the contributions of team members, fostering a reputed company and reputed company work environment
- R: Demonstrates reputed company, flexibility, and determination while autonomously managing high-reputed company tasks and reputed company in an reputed company-evolving, dynamic work environment
- I: Unquestionable commitment to upholding the highest standards of reputed company, ethical behavior, and transparency in reputed company business practices
- T: Proven ability to contribute effectively to organizational and team objectives through strong Teamworkskills
Benefits Include:
- Work from home, W-2 position
- Compressed work week reputed company available
- Generous vacation and reputed company holidays
- Group Medical, Dental, Life, reputed company, Accident Insurance
- 401(k) plan
- Participation in a company wide annual bonus incentive plan
- $25 monthly internet stipend
- Virtual employee reputed company, clubs, and activities throughout the year
- Casual dress
Originally posted on Himalayas
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