Client Integration Lead (Accounting Services)

Treewalk Consulting Inc.

Job Overview

Location

Remote

Salary

CAD 70,000 - 85,000 annual

Employment Type

Full-time

Work Arrangement

Remote

Sector

Finance & Banking

Experience Level

Mid-level (3-5 years)

Application Deadline

May 2, 2026

About the Company

Treewalk Consulting Inc. is a rapidly expanding advisory practice headquartered in Vancouver, specializing in comprehensive financial reporting and corporate services for public companies. We provide clients with a complete service package designed to ensure timely and accurate disclosures. Our client base spans diverse industry sectors, with companies listed on the TSX-V, CSE, NASDAQ, and OTC markets. We pride ourselves on a unique 'anti-firm' culture, drawing inspiration from tech start-ups. Moving away from traditional hierarchical management, we embrace a holacratic system of organizational governance. Treewalk aims to be the premier training ground for accountants seeking industry experience. Our expertise lies in assisting both public and private companies with their financial reporting and accounting needs, particularly those navigating the process of going public or maintaining public status. We are industry-agnostic, readily engaging with clients in emerging sectors such as e-commerce, retail, manufacturing, cannabis, mining, and biotechnology. Our core values are Mastery, Support, Ownership, and Kaizen (continuous improvement), guiding our commitment to excellence and collaborative growth.

Job Description

Treewalk Consulting Inc. is seeking a dedicated Client Integration Lead to spearhead the onboarding process for new clients. This pivotal role ensures a smooth and efficient transition, guiding clients through Treewalk's systems, tools, and workflows to foster long-term success.

You will be instrumental in creating tailored onboarding experiences, managing client expectations, and resolving integration challenges. This position requires a blend of client-facing leadership, project management acumen, and a solid understanding of accounting principles. Collaboration with internal teams, including bookkeepers, controllers, and the AI Solutions team, will be key to delivering exceptional service.

The ideal candidate is proactive, detail-oriented, and passionate about creating order and driving client satisfaction. You will play a crucial role in refining internal onboarding processes to support the firm's scalability and efficiency.

To apply for this role, click the Apply button on this page and follow the instructions.

Required Skills

AccountingClient OnboardingProject ManagementBookkeepingCloud Accounting SoftwareClient Relationship ManagementProcess ImprovementFinancial Reporting

Key Responsibilities

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.

Qualifications

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 & Perks

Annual dues and professional development courses covered.
No clawback policy on professional development expenses.
Flexible work arrangements and professional autonomy.
Extended healthcare and maternity leave benefits from Day 1.

How to Apply

To apply for this role, click the Apply button on this page and follow the instructions.

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In the dynamic Canadian accounting sector, seamless client onboarding is paramount for growth. This role demands expertise in API integrations, IFRS standards, and cloud accounting software. As Client Integration Lead, you will significantly impact client retention and revenue by optimizing the transition process, demonstrating leadership in scalable client management, and driving operational efficiency. Your strategic oversight will ensure clients are effectively integrated, contributing directly to Treewalk's market expansion and client success metrics.