AI Solutions Manager

🕒 Junho 26

🇨🇦 Canadá – Remoto

💵 $110.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💻 Engenheiro de Soluções

👻 Score fantasma 9%

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Treewalk

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2016

🤝 B2B

💳 Fintech

B2B • Fintech • Accounting

A Treewalk é uma empresa de contabilidade inovadora que aproveita a tecnologia de IA para fornecer soluções contábeis abrangentes para empresas. Eles oferecem serviços como contabilidade, relatórios financeiros e suporte de CFO, com foco em entregar valor e crescimento para seus clientes. A Treewalk enfatiza um ambiente de trabalho flexível e colaborativo, capacitando tanto sua equipe quanto seus clientes a enfrentar desafios de forma eficaz e abraçar novas oportunidades de avanço.

Descrição

• 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

• 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.