Outsourced accounting & advisory solutions for growing companies.
AI Solutions Manager
Location
Canada
Posted
46 days ago
Salary
$110K / year
Seniority
Senior
Job Description
AI Solutions Manager
Treewalk
• 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.
Job 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.
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While your primary focus will be to build Sales applications on Salesforce Health Cloud, you will quickly expand beyond Salesforce, learning new programming paradigms and adopting emerging tools as the software engineering world evolves. Current sales agent tools include managed packages like Blackthorn, BrainShark, and Spiff, while we explore the latest AI technologies to enhance our services. AI tools we use now include Salesforce Einstein Lead Scoring, Bigtincan's AuthoringAI, RoleplayAI, Coaching AI and InvocaAI for conversational intelligence. We plan to introduce more AI features going forward to help sales agents keep up with the demands of our fast-growing business. Lead responsibilities will include the following: Design and Development: - Develop Salesforce Health Cloud features using Omniscript, Apex, and Flows. - Create custom applications, workflows, and automation using Salesforce tools including Omniscript, Apex, Visualforce, Lightning Components, and Salesforce APIs. - Build user interfaces and integrate Salesforce with external systems like Mulesoft. - Contribute to full‑stack development beyond Salesforce, including UI frameworks, backend services, APIs, and data integrations. - Evaluate and adopt new tools, frameworks, languages, and architectural patterns as business and technology needs evolve. Collaboration: - Work with business analysts, project managers, and end-users to gather requirements and translate them into technical solutions. - Collaborate with cross-functional teams in sales, marketing, and IT to ensure solutions align with business objectives. - Provide hands‑on technical leadership, mentoring developers, and setting engineering best practices. Testing and Maintenance: - Ensure application stability, performance, and security through testing and code reviews. - Troubleshoot production issues, debug complex problems, and provide long‑term system support. - Promote CI/CD, strong development lifecycle practices, and scalable deployment strategies. Documentation in ADO: - Create and maintain technical documentation, including architecture designs, solution specifications, and test plans. - Maintain knowledge transfer (KT) documentation and system configuration records in Azure DevOps (ADO). Use your skills to make an impact Required Qualifications - Bachelor's degree or 4+ years' experience with Salesforce development - 2+ years of project leadership experience - 3+ years of Salesforce experience with proficiency in Sales and Health Cloud using Omniscript, Apex, and Flows - Salesforce Certifications: Sales/Service/Health Cloud, Administrator, Platform Developer, and Omnistudio Consultant - Experience managing multiple tasks and deadlines with strong attention to detail - Effective communication skills both verbal and in writing, with the ability to present to senior leaders Preferred Qualifications - Experience with integrating Salesforce with external systems through Mulesoft. - Full‑stack development experience outside Salesforce (e.g., JavaScript frameworks, backend services, APIs, cloud platforms). - Certified OmniStudio Developer or Platform Developer II. - Salesforce expertise in Sharing & Visibility, Deployment Strategies, Platform App Builder, Advanced Administration. - Health Cloud Accredited Professional. - Healthcare Industry Certified AI Specialist. - Certified AI Associate. - Advanced Administrator. - Salesforce Certified Associate. Additional Information This position follows a remote work style however the candidate must live close to one of our designated IT locations: Louisville, KY; Tampa, FL; Dallas, TX; Boston, MA; New York City; Washington, D.C: Atlanta, GA, Nashville, TN, Chicago, IL or Charlotte, NC. Work-At-Home Requirements: To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: - At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested. - Satellite, cellular and microwave connection can be used only if approved by leadership. - Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense. - Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job. - Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information. Interview Process As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule. If you are selected to move forward you will receive outreach from HireVue to complete an On-Demand prescreening interview. Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required. Scheduled Weekly Hours 40 Pay Range The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc. $117,600 - $161,700 per year This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance. Description of Benefits Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities. About us About Humana: Humana Inc. (NYSE: HUM) is a leading U.S. healthcare company. Through our Humana insurance services and our CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare and Medicaid, families, individuals, military service personnel, and communities at large. Learn more about what we offer at Humana.com and at CenterWell.com. Equal Opportunity Employer It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.



