Proposal Manager – Audit Team (with Administrative Functions)

We are an audit, accounting and tax advisory firm providing audit, bookkeeping and tax services to U.S. clients.

Due to continued growth, we are seeking a Proposal Manager to support our Audit Team. The role is heavily focused on outbound client acquisition, including cold calls, in addition to proposal preparation and administrative support functions.

We value professionalism, confidentiality, strong communication skills, and the ability to work in a structured professional services environment.

Conduct high-volume outbound cold calls to prospective clients

Generate and qualify new leads for audit, review, and compilation services

Initiate contact with potential clients and identify decision-makers

Present the firm’s audit services and assess client needs

Schedule discovery calls for Audit Manager

Follow up consistently with prospects to move them through the pipeline

Support closing process and assist with proposal preparation when needed

Coordinate contract execution and onboarding after engagement is signed

Prepare engagement letters and related documentation

Prepare audit, review, and compilation proposals

Issue invoices and monitor client billing

Track client payments and follow up on outstanding balances

1+ year of experience in sales, outbound lead generation, cold calling, or business development

Experience in audit sales or professional services sales is strongly preferred

Proven ability to conduct high-volume outbound calls and generate qualified leads

English proficiency: C1 level or higher (mandatory)

Strong verbal communication skills and confidence in client-facing conversations

Excellent written business communication skills

Strong organizational and time-management abilities

Proficiency in Microsoft Office and Google Workspace

Ability to work with confidential financial and client information

High attention to detail

Ability to multitask and manage multiple prospects simultaneously

Self-motivated, results-oriented mindset

Base salary starting from $1,000 per month (gross)

Full-time employment

Standard Monday–Friday schedule

Remote