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 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.

What Will Your Days Look Like

• Own the onboarding experience for new clients, ensuring a seamless and timely transition to 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, 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 to continuously improve satisfaction and engagement during the onboarding phase.
• Continuously improve internal onboarding processes and tools to support scale and efficiency across the firm.
• Support the Accounting Manager with team management, recruitment, treasury, and resourcing initiatives as required.

Skills / Qualifications

• 3+ years of accounting experience; CPA designation is an asset but not required.
• A bachelor’s degree in finance or accounting is considered an asset.
• 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 in 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.