Client Integration Lead – Accounting Services

🕒 April 16

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Treewalk

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2016

🤝 B2B

💳 Fintech

B2B • Fintech • Accounting

Treewalk is an innovative accounting firm that leverages AI technology to provide comprehensive accounting solutions for businesses. They offer services such as bookkeeping, financial reporting, and CFO support, focusing on delivering value and growth for their clients. Treewalk emphasizes a flexible and collaborative work environment, empowering both their team and clients to navigate challenges effectively and embrace new opportunities for advancement.

📋 Description

• 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, partnering 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.

🎯 Requirements

• 3+ years of accounting experience; CPA designation is an asset but not required. • Strong understanding of bookkeeping, internal finance processes, and month-end deliverables. • Experience with cloud-based tools such as QuickBooks, Xero, Dext, Plooto, and others. • A proactive, solutions-oriented mindset—you love problem-solving and improving systems. • Outstanding client-facing skills and a track record of delivering high-touch service. • Excellent verbal and written communication skills; confident leading client conversations. • Curiosity and follow-through—you dig into the details and ensure nothing falls through the cracks. • Experience managing projects or teams is a strong asset.

🏖️ Benefits

• We will cover your annual dues, and professional development courses. Better yet, we do not have a claw back policy - if you decide to leave Treewalk at any point, we will never ask for that money back. • We’re flexible – we treat our team members like professionals and give them autonomy to exercise their judgment and manage their schedules as they see fit. Get that workout in, run those errands – we trust you to manage your workload and meet those deadlines. • We’ve got you covered from Day 1 - your extended healthcare and maternity leave benefits kick in on your first day of work!