Solutions Architect Lead onboarding clients to Sardine’s fraud and compliance platform. Leading integrations, implementation projects, technical solutions, and integration - team delivery.
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.
Senior data solutions architect advising Desjardins, North America’s largest cooperative financial group. Designing complex IT solutions across data, applications, security and infrastructure.
Software Engineer building external API integrations for Cohere’s North enterprise AI workspace platform. Owning integration pipelines, evals, tests, and tool performance.
MarTech Solutions Architect integrating customer data platforms and marketing automation for Apply Digital’s personalization agency. Leading implementations, migrations, data activation, and lifecycle optimization for global brands.
MarTech Solutions Architect integrating customer data platforms and marketing automation tools for Apply Digital’s consumer and entertainment brand clients. Leading implementations, migrations, analytics, and personalized lifecycle programs.
Aequilibrium architecting enterprise CMS/DXP modernization for Canada’s complex public - facing digital ecosystems. Leading multi - site architecture, migrations, integrations, security, scalability and implementation standards.
Energy Drive Systems engineer developing motor - control and energy - optimization solutions for heavy industry. Assessing customer systems and supporting industrial projects from opportunity development through handover.
Senior Commercial Solutions Manager building financially based value propositions for Calix, a cloud and software provider for communications service providers. Advising Sales on deal strategy, pricing, business cases, and commercial models across US and Canadian markets.
PreSales Solutions Consultant helping enterprise retailers adopt Tulip’s retail platform in Canada. Designing demonstrations, solution strategies, and POCs across complex enterprise sales cycles.
Senior Product Solutions Consultant helping Novara sell EHSQ+S safety and operational risk software. Coaching Sales Engineers and shaping consultative solutions, product feedback, and complex pre - sales opportunities.