Cloud Solutions Architect for AWS Solutions Portfolio team at NetApp. Designing solutions and guiding customers through adopting AWS Cloud technologies.
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.
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