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AI Solutions Manager

4 weeks ago
Canada
Full-time
Mid Level
AI (Artificial Intelligence)
Artificial Intelligence and Machine Learning
REST API
Apply Now
Treewalk

Treewalk

Treewalk provides comprehensive accounting solutions, specializing in bookkeeping, financial reporting, and controllership services, while leveraging innovative approaches and AI technology to help businesses streamline their accounting processes and e...

Diversified Financial Services
51-250
Founded 2016
View All Jobs 3

Description

  • Lead billable AI and automation client engagements from discovery and scoping through delivery and post-implementation review.
  • Serve as the primary point of contact for client AI projects, managing scope, timelines, deliverables, and relationships.
  • Conduct discovery sessions and process assessments to identify client inefficiencies and solution opportunities.
  • Present findings, project plans, and progress updates to client stakeholders and executives.
  • Own the full project lifecycle for AI implementations, including planning, execution, handoff, and reporting.
  • Build project plans, manage resources, track milestones, and proactively identify and communicate risks.
  • Coordinate internal staff, external vendors, and client stakeholders across multiple concurrent engagements.
  • Evaluate, select, and integrate AI tools for client work and internal operations.
  • Improve internal processes through AI-driven automation and standardization.
  • Design and deliver training, coach junior staff, and provide ongoing AI support to the firm.
  • Establish KPIs, monitor performance, and report results to clients and senior leadership.

Requirements

  • 3–5+ years of experience in technology implementation, process improvement, or client-facing consulting.
  • Experience in professional services or an accounting/finance environment, preferred.
  • Degree in accounting, finance, business, computer science, math, or a related field.
  • Proven project management skills across concurrent projects with multiple stakeholders.
  • Experience evaluating and deploying AI or automation tools in a business context.
  • Hands-on experience with LLM-assisted coding tools such as Claude Code, Codex, Cursor, or similar.
  • Experience creating documentation and user guides for automation solutions.
  • Confident client communication skills, including leading meetings and presenting to executives.
  • Comfort working in an accounting and finance context.
  • Advanced Excel skills and familiarity with REST APIs.
  • Knowledge of data privacy, security, and compliance considerations in professional services.
  • Professional proficiency in English.
  • Experience with QuickBooks or similar accounting platforms, preferred.
  • Experience with workflow automation tools such as n8n, Zapier, or Power Automate, preferred.
  • Familiarity with Intuit or Xero APIs, preferred.
  • PMP, CAPM, CPA, or equivalent certification, preferred.

Benefits

  • Annual salary of CAD 110,000.
  • Flexible working arrangements.
  • Genuine commitment to work-life balance.
  • Extended healthcare benefits from Day 1 with no waiting period.
  • Direct client exposure across a diverse portfolio.
  • Opportunity to shape a growing service line and influence its direction.
  • Collaborative, supportive team environment.

Interested in this position?

Apply directly on the company website

Apply Now

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