Client Integration Lead (Accounting Services)

At Treewalk, we help propel industry sharpening 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.