Client Integration Lead
T
Treewalk Consulting Inc.Accounting Services
Vancouver, British Columbia, CanadaFull-TimeLead
Salary70,000 - 85,000 CAD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- 3+ years
- Required Skills
- Project ManagementAccountingBookkeepingQuickBooks
Requirements
- 3+ years of accounting experience
- Strong understanding of bookkeeping, internal finance processes, and month-end deliverables
- Experience with cloud-based tools such as QuickBooks, Xero, Dext, Plooto
- Proactive, solutions-oriented mindset
- Outstanding client-facing skills
- Excellent verbal and written communication skills
- Experience managing projects or teams (asset)
Responsibilities
- Own the onboarding experience for new clients, ensuring a seamless, timely transition onto Treewalk’s accounting systems and processes.
- Set clear expectations and deliverables with clients, creating a tailored onboarding plan and sharing regular updates.
- Identify and resolve onboarding challenges, including hands-on cleanup of accounting records when needed.
- Understand each client’s business deeply, assess internal resourcing, and define long-term deliverables and success metrics.
- Build customized workflows that meet client needs while aligning with Treewalk’s best practice.
- Partner with our AI Solutions team to implement and optimize automation tools for each client.
- Lead the onboarding team, managing priorities and timelines while offering feedback and support.
- Collect and act on client feedback, continuously improving satisfaction and engagement during the onboarding phase.
- Continuously improve internal onboarding processes and tools to support scale and efficiency across the firm.
View Full Description & ApplyYou'll be redirected to the employer's site
