At YBL Accounting, we are a team of creative problem solvers committed to delivering an exceptional client experience. We work closely with business owners who have big goals, providing them with the tools, resources, and expertise needed to fulfill their potential.
We specialize in serving diverse industries, including real estate, healthcare, consulting, and high-level trades. Our team is composed of dedicated professionals passionate about growth, both personally and professionally.
At YBL Accounting, we prioritize collaboration, honesty and adaptability, to drive continuous improvement and alignment within our team.
Learn more at ybl.ca
Position Overview
You love AI. You love startups. You love helping accountants. And you want to move fast and actually get AI implemented, not just talk about it.
We're building something new to help accountants and business owners put AI to work, and we're looking for someone to build it with Mike Libbey.
The job is training teams to use AI and doing light builds (deep builds too, if you're there!). But it's heavy on relationships and sales. You'll own the client from the first call to the close and beyond.
How It Works
Starts as a contract at around $3,500 a month plus commission
A path to full time at $80K+ plus commission once the work proves out
About 20 hours a week to start, 100% remote across Canada
Accounting firms get busy February to April, so the pace shifts through tax season
Why this role exists
Accounting firms are asking us for help with AI, mostly through Mike's Claude 101 workshops, The AI-First Firm newsletter and YouTube. YBL's own business owner clients want the same help inside their businesses. We build a lot with AI ourselves, with 40+ internal tools, 200+ Claude skills and an in-house AI Solutions Architect. What we don't have yet is someone who owns the client side and turns that interest into scoped, sold and delivered AI work. That's this role.
What you'll own
Pipeline and sales
Follow up on every inbound AI lead within 48 hours, from workshops, the newsletter, YouTube and our campaigns
Run discovery calls that find the real workflow pain, not just a feature request
Put a dollar number on every problem, and price the fix as a fraction of that value, not by the hour
Sell paid discovery, write proposals and close the work
Join YBL sales calls as the AI expert when AI questions come up
Training and onboarding
Run firm-wide Claude and ChatGPT trainings and onboarding sessions
Set up Claude and ChatGPT team workspaces, Projects and skills from our library
Own the AI training and AI audit for new YBL clients
Help owners bring their teams along, including the change management side
Build and sharpen a repeatable AI fundamentals training for accountants
Scoping and building
Map how the work actually gets done, with the people who do it
Build quick prototypes with AI tools after discovery
Build custom Projects and skills yourself, and go deeper if you've got it
Hand bigger automations and apps to our AI Solutions Architect with clear requirements
Client relationship and delivery
Be the client's single point of contact from discovery through delivery
Test on the client's real records before anything goes live
Hand over every engagement with a one-page summary and a short video walkthrough
Send a monthly one-page value report showing what the system handled, the time saved and what it's worth
Manage scope changes and flag risks early
Shaping what we sell
Bring patterns from discovery calls back to Mike, like repeated pain points, pricing friction and objections
Help turn our AI services into repeatable, well-packaged offers
Work with marketing on the website, campaigns and case studies, and show up in YouTube and newsletter content once the service is live
Who you'll work with
Mike Libbey, CEO, who sells alongside you and brings the audience
Ashliegh Evelyn, Head of Operations, who you report to
Our AI Solutions Architect, who builds the bigger automations and apps
Our sales and marketing team, who bring in leads and close YBL advisory work with you
What success looks like
Every inbound AI lead hears back within 48 hours, with a discovery call booked within 5 days
Every client gets a clean handover and a monthly value report
Prototypes our AI Solutions Architect can build from without reworking the scope
Projects delivered on scope and on time, by clients who'd refer us
Profitable revenue that grows month over month
What You Bring
You've run AI trainings or workshops, and people walked out using what you taught them
Hands-on experience with Claude, including Projects, skills, prompts or workflows
An accounting or bookkeeping background
Client-facing sales or consulting experience, including closing work
You're comfortable owning a pipeline and a number
You can explain technical ideas simply
Nice to have
You've set up or run a Claude or ChatGPT team workspace for a company
Experience with APIs or connecting tools through integrations
Karbon, QuickBooks Online, Notion or similar tools
Startup or early-stage experience
How You Work
You own the client relationship from first call to final delivery
You say early when scope, timeline or fit is at risk
You respect the line between a prototype and a production build
You document as you go, so the next engagement starts ahead
You're honest with clients about what AI can and can't do
Are You the Right Fit?
At YBL Accounting, our values guide everything we do:
Collaboration - We believe in the power of teamwork and working together to achieve our goals.
Honesty - We maintain transparency and encourage feedback, strengthening trust.
Adaptability - We embrace change and continuously seek better ways to solve problems.
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📌 AI Business Analyst (Alberta)
🏢 YBL
📍 Alberta