Solutions Consultant acting as a technical advisor throughout the sales cycle at IFS. Collaborating with sales and clients to design and demonstrate solutions using the IFS platform.
About the role
- AI Solutions Manager leading AI and automation project engagements at Treewalk. Driving client solutions and internal AI adoption for a growing accounting firm.
Responsibilities
- Lead billable client engagements focused on AI and automation, working directly with clients to identify inefficiencies, design solutions, and implement tools that improve their financial and operational workflows.
- Serve as the primary point of contact and project lead for client AI engagements — managing scope, timelines, deliverables, and client relationships throughout.
- Conduct discovery sessions and process assessments with clients to understand their systems, pain points, and goals before recommending solutions.
- Present findings, project plans, and progress updates to client stakeholders clearly and confidently, including executives and non-technical decision-makers.
- Own the full project lifecycle for AI implementations — from initial scoping and planning through execution, handoff, and post-implementation review.
- Build and maintain detailed project plans with clearly defined milestones, resource requirements, and timelines; proactively identify and communicate risks before they become issues.
- Manage and lead a team of staff supporting AI and automation engagements — setting clear expectations, allocating work effectively, and maintaining accountability across active projects.
- Coordinate internal team members, external vendors, and client stakeholders to keep projects on track and aligned.
- Manage competing priorities across multiple active engagements, making smart calls about sequencing, resourcing, and escalation.
- Maintain thorough project documentation throughout each engagement, ensuring a clear record of decisions, progress, and outcomes.
- Lead the evaluation, selection, and integration of AI tools that support both client engagements and the firm's internal operations, with a focus on automation, compliance, financial reporting, and client management.
- Manage relationships with AI vendors and technology partners, holding them accountable to performance and reliability standards.
- Ensure all solutions integrate effectively with existing systems, particularly QuickBooks and other core platforms used by clients and the firm.
- Stay current on emerging AI technology and proactively bring forward recommendations that could benefit clients or the business.
- Identify opportunities to streamline Treewalk's internal processes using AI — including data entry automation, reconciliation, and financial reporting workflows.
- Lead efforts to standardize how AI tools are adopted and used across the firm, ensuring consistent and measurable impact.
- Design and deliver training for both client teams and internal staff, ensuring effective adoption of every tool deployed.
- Coach and mentor junior staff on AI tools, project workflows, and client engagement best practices — helping build the team’s capability as the practice grows.
- Serve as the firm's primary internal resource for AI-related questions, troubleshooting, and ongoing support.
- Establish KPIs for each client engagement and internal initiative, and deliver regular performance reports to both clients and senior leadership.
- Continuously assess tools in use and recommend improvements or adjustments to enhance their impact.
Requirements
- 3–5+ years of experience in technology implementation, process improvement, or a client-facing consulting role — ideally within professional services or an accounting/finance environment.
- Proven project management skills: you know how to build a plan, communicate timelines, flag risks early, manage resources, and keep multiple stakeholders aligned across concurrent projects.
- Demonstrated experience evaluating and deploying AI or automation tools in a business context.
- Hands-on experience with AI-assisted coding tools such as Claude Code, Codex, Cursor, or similar is a strong asset — personal or hobby use counts.
- Confident, polished client communication skills — you're comfortable leading meetings, presenting to executives, and managing expectations when things get complicated.
- Comfort working in an accounting and finance context — you don't need to be a CPA, but you need to understand how a firm like ours operates and what matters to our clients.
- Experience with QuickBooks or similar accounting platforms is a strong asset.
- Familiarity with data privacy, security, and compliance considerations in professional services.
- PMP, CAPM, or equivalent project management certification is an asset but not required.
Benefits
- This is a growing service line at Treewalk, and you'll have real influence over how it takes shape, as the practice area expands
- Direct client exposure and the chance to build lasting relationships across a diverse portfolio including public companies, private companies, First Nations, and government entities.
- A collaborative, supportive team that takes the work seriously without taking itself too seriously.
- Flexible working arrangements and a genuine commitment to work-life balance.
- Extended healthcare benefits from Day 1 — no waiting period.
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Strategic Solutions Consultant at Hootsuite enhancing client engagement through technical and subject matter expertise. Collaborating with teams to deliver tailored solutions that connect clients with their audiences.
Senior Solutions Engineer managing technical pre - sales processes for Pressable’s WordPress hosting solutions. Collaborating with sales teams and architecting tailored solutions for prospective customers.
AI Solutions Engineer at Fluent Software Group developing AI - powered customer service voice agents. Managing client relationships, delivering technical solutions, and driving strategic impact on enterprise projects.
Manager, Data Analytics, Solution Architect at EY enhancing information management capabilities through data interpretation and innovative approaches. Collaborating with clients to support better decision making and regulatory compliance.
Software Implementation Consultant at PointClickCare implementing solutions for healthcare providers. Collaborating with customers to enhance outcomes in Long - Term and Post - Acute Care settings.
Strategic technical leader responsible for integrating partners onto Remote's platform. Combining API expertise with consultative skills to expand Remote's ecosystem.
Solutions Consultant providing technical support and customer training for BotCity's Intelligent Automation platform. Ensuring customer satisfaction and contributing to strategic growth plans in a global remote setting.
LP
OFSAA Solutions Architect
LinkedIn Recruiter Post
OFSAA Solutions Architect with 10+ years experience and strong OFSAA (E4) expertise for Loan IQ data integration. Contract position with hybrid work (3 days onsite in Toronto).
AI Solution Architect shaping AI use cases from idea to delivery at major financial services client. Defining solution architectures and driving platform consolidation with Microsoft Foundry expertise.