• Lead, develop, and scale a high-performing team of Key Account Specialists and managers • Own national performance for the Client Services- Key Account Program and establish custom service levels (SLAs) • Build and manage a metrics-driven solutions program for Key Accounts, defining and tracking KPIs • Ensure client needs are met and exceeded at an account level across multiple sites and territories • Identify and troubleshoot systemic issues, define customer workflow requirements, implement scalable custom solutions • Build customer training programs across clinical workflows, systems, and escalation management for Client Services Key Account Specialists • Collaborate cross functionally with Sales, Marketing, Key Accounts, Compliance, Billing, Clinical Operations, Software, and Product teams • Partner with Key Account and Sales team to align solution scope and timing to account plans, ensure clean handoffs • Establish team resource plan, hire, train, coach, audit, perform competency assessments for a team of Client Services Key Account Specialists

At Treewalk, we help propel industry sharping businesses through reliable, tech-forward accounting services. We know that a strong start builds trust—and that's where you come in. As our Client Integration Lead, you’ll be the driving force behind setting up our clients for long-term success. You’ll lead the transition process from the moment a client signs on, guiding them through a tailored onboarding experience and ensuring they’re confidently integrated into Treewalk’s systems, tools, and workflows. This role combines client-facing leadership, project management, and hands-on accounting knowledge. You’ll collaborate with bookkeepers, controllers, and our AI Solutions team to deliver an onboarding experience that is both efficient and thoughtful—creating clarity for clients and internal teams alike. If you’re someone who thrives on getting things done, loves creating order out of chaos, and genuinely enjoys working with people, this is the role for you. What will your days look like  - 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. Who We Are  Treewalk is an advisory practice based out of downtown Vancouver specializing in financial reporting and corporate services for public companies. We offer clients a complete service package to assist them in timely and accurate disclosures. Our clients are from all industry sectors and are issuers on the TSX-V, CSE, NASDAQ, and the OTC.  We are one of the fastest growing accounting firms in Canada, and we’ve got some big goals that are going to send us to the top. We are a firm with an anti-firm culture - think tech start-up, but accounting. We’re ditching the traditional top-down management hierarchy approach and are leaning into a holacratic system of organizational governance. We are on a journey to become the go-to training place for accountants of all levels who want to work in industry. Our accounting practice specializes in assisting both public and private companies with their financial reporting and accounting needs and helping those that are, or are going, public to stay public. When it comes to clients, we are industry-agnostic. We never shy away from clients in new and emergent industries, and we’ve worked with companies in e-commerce, retail, manufacturing, cannabis, mining, and biotechnology, to name a few. We’ve got a lot on the go, and as far as we’re concerned, the only barrier to reaching our goals is finding exceptional talent to keep building out our team.  Our Core Values  Mastery: At Treewalk, we pursue knowledge. We aspire to be the best at our craft, and we create and pursue opportunities to build on our expertise.  Support: At Treewalk, you're never alone. Teamwork and collaboration are our bedrock, and constant support for each other and our clients is what sets us apart.  Ownership: At Treewalk, we fight to take responsibility. We own our mistakes and our oversights and are relentlessly committed to our responsibility to our colleagues and our clients.  Kaizen: At Treewalk, we don't settle. Kaizen is a business philosophy that means "change for the better", or "continuous improvement". We recognize that nothing is perfect, but we're striving for it anyway.

Description NATIONWIDE PROPERTY & APPRAISAL SERVICES, LLC IS A COMPANY OF PEOPLE COMMITTED TO: · Providing the Customer with the finest Appraisal Management Company (AMC) products backed by consistently top-quality service. · Treating the Customer as we expect to be treated – putting the Customer first every day – and meaning it. · Being leaders in innovation, quality, efficiency and customer satisfaction. Being known for doing the little things and the big things as well. · Insisting on an inclusive work environment where every single person is given the encouragement, support and opportunity to be successful. · Expecting and accepting from ourselves nothing short of the best. Remembering that each of us, the people of Nationwide, makes the unassailable difference. Purpose: The purpose of the Client Services department is to serve as the primary point of coordination between clients, vendors, and internal teams to ensure successful execution of residential and commercial valuation assignments. This includes interpreting client needs, developing appropriate descriptions of work, and managing assignments through completion while maintaining strong, long-term client relationships. Requirements Ideal Candidate for Position: · Demonstrates strong communication skills, with the ability to clearly and professionally engage with clients, vendors, and internal stakeholders. · Comfortable working in a fast-paced environment that requires managing multiple assignments and shifting priorities. · Able to analyze information, ask the right questions, and make sound decisions in situations where direction may not always be clearly defined. · Self-motivated and capable of working both independently and collaboratively within a remote team environment. · Detail-oriented with strong organizational skills and a high level of accountability for assigned work. · Prior experience in appraisal, real estate, or lending is preferred. Application Note: As part of your application, please briefly describe a situation where you had to manage a client request with incomplete information and how you handled it.

Role Description We are looking to add a remote Event Support Rep. In this role, you will be responsible for managing a high volume of customer inquiries about our products and services. You will process complex requirements, resolve complaints, and track customer interactions, including order and billing status. A high level of proficiency in customer service and contact center procedures is required. You'll also be accountable for meeting service goals focused on accuracy, timeliness, knowledge, and quality. You will report directly to the Contact Center Manager. Position is fully remote with ability to travel 4-5 times a year. Pay is $22/hr. What you’ll do: - Manage inbound phone calls, emails, and chats with accuracy and efficiency. - Provide excellent customer service, in line with Fern's customer service standards. - Address products, services, billing questions, and technical issues. - Assist with event-related requests. - Enter orders and exhibitor information into Fern billing systems. - Process, research, and resolve complex requirements to ensure customer satisfaction. - Assist customers with online login and ordering. - Troubleshoot and report website issues. - Up-sell to current customers and cross-sell Fern services. - Manage and process inbound leads. - Transition between inbound support and outbound sales initiatives. - Quote prices and credit terms in compliance with company policies. - Enter sales opportunities and customer information into CRM and other systems. - Maintain a log report of all customer inquiries and resolutions. - Keep updated on all exhibitor products, services, and exhibitor online ordering ecommerce platform. Qualifications - High school diploma or equivalent. - 2+ years of customer service experience. - Strong computer skills, proficient in MS Office/365, particularly Excel, Word, Outlook, and Teams. - Ability to work both independently and in a team. - Ability to juggle multiple tasks in a fast-paced environment. - Detail-oriented with excellent organizational skills. - Strong verbal and written communication skills. - Positive "can-do" attitude. - Can travel to at least 4 shows per year for training. Company Description Fern is at the top of the trade show and expo service industry. Our operation spans more than 200 cities from coast to coast. In other words, wherever there’s a major convention center and event venue, we’re there with experienced local teams providing exceptional service and support, whenever you need it. We recognize that our team members are the core of our company. It is why they stay with us for so long, and it's also what attracts new clients to come aboard.