About Visory

Visory empowers SMEs by connecting them with experts to supercharge their back office. It’s where a powerful platform, a dedicated team of experts, and actionable business insights come together in one place to transform how businesses manage their financial performance.

Voted one of LinkedIn’s top startups, Visory uses a blend of people and technology to provide a digital-first finance solution that allows business owners to focus on big-picture business growth. 

We are building a cutting-edge platform that blends human expertise with automation. Our deep investment in AI and workflow automation, including our proprietary AI agent Delphi, empowers our experts to seamlessly deliver financial services at scale.

Since launching in early 2020, we have been a fast-growing startup company committed to reshaping how SMEs manage their financial operations. Visit us at www.visory.com.au

Primary Purpose of the Role

Your role is to ensure entrepreneurs leading growing businesses can unlock long-term value from their financial data and the strategic value of the Visory platform.

The Business Performance Partner (BPP) will use AI-driven workflow tooling to assist them with understanding a client’s evolving financial position and calibrate this with conversation history that is stored on the Visory platform. As a key point of client contact, the BPP proactively engages clients with insights and advice to improve client financial performance and drive retention and renewal outcomes for Visory.

In addition to delivering business insights, the BPP is responsible for collaborating with the broader Visory service team of bookkeepers and customer solutions specialists to deliver quality service and drive high impact outcomes.

About You

You want to work at a company looking to disrupt an industry that is set in its ways. You want to move quickly, challenge yourself, and grow. You thrive in client-facing roles and prefer engaging with customers to help drive their business improvement rather than being buried in a back-office role. You have experience in client relationship management and are eager to deepen your expertise in this area. 

Your financial acumen enables you to effectively deliver Visory’s ‘Insights’ product, leveraging financial data to guide businesses on operational improvements. You excel in problem-solving, are highly collaborative and can manage a team to results. You can translate financial insights into actionable strategies that help SMEs thrive.

You are passionate about customer success, strategic financial advisory, and leveraging AI-driven solutions to create efficiencies for businesses. 

Key Workflow Responsibilities

Customer Relationship & Account Health

• Serve as the primary relationship owner for a portfolio of Visory customers.

• Proactively engage with customers to ensure high satisfaction, strong retention, and revenue growth.

• Identify opportunities for service expansion and upsell opportunities within the customer’s financial back-office needs.

• Serve as a customer advocate, providing insights and feedback to internal teams to enhance services and automation capabilities.

Deliver Insights Product

• Lead a structured and regular meeting cadence with customers to provide insights and advice that supports the customers to achieve their business goals and objectives.

• Utilise financial data to help customers improve operations and drive business performance.

• Ensure strong adoption and engagement with the Visory Insights product, helping customers extract value from financial insights.

Team Leadership & Collaboration 

• Lead and mentor a cross-functional team aligned to your customer portfolio.

• Set clear goals, provide coaching, and foster a culture of ownership, data-driven decision-making, and continuous improvement.
• Be accountable for overall account health, working with your team to ensrue that service quality standards are met.
• Act as an escalation point for major customer issues, coordinating with Managers and Experts to resolve challenges.

Core Competencies

• Customer-Centric: Strong ability to build trusted relationships and advocate for customer needs.
• Strategic Thinking: Ability to see the bigger picture and advise customers on financial back-office efficiencies.
• Collaboration & Leadership: Drive cross-functional collaboration to deliver positive customer outcomes.
• Problem-Solving & Initiative: Proactively identifies issues and takes ownership of solutions.
• Process-Oriented: Comfortable working within structured workflows and guiding process improvements.
• Strong Communication: Excellent written and verbal communication skills, able to convey complex ideas clearly.

Skills & Qualifications

• Experience in customer-facing roles, such as Customer Success, Account Management, Business Advisory, Client Accounting, Virtual CFO, or Public Practice Accounting.
• Strong understanding of financial operations, bookkeeping, or back-office finance workflows.
• Finance or accounting degree with CA/CPA qualification is highly desirable.
• Amazing communicator who can get cut through with business owners by making complex financial concepts approachable.
• Ability to analyse data and translate insights into action plans for customers.
• Proficiency in digital tooling and workflow platforms, including market software and the ability to use and improve the core Visory platform, as well as CRM tools (e.g., HubSpot and Clickup).
• Change management experience, particularly in helping SMEs transition to new service models.
• Bonus: You have worked in a startup or run your own business. This is desired, but not absolutely required. In essence, what we are looking for is individuals who have energy, hunger, humility and intelligence.

Why Join Visory?

• Be part of a high-growth, tech-enabled financial services company reshaping how SMEs manage their back-office. We embrace a hybrid working culture, with a blend of in-office collaboration and remote work flexibility to support productivity and work-life balance.
• Turbo charge your career by working in a customer-focused, strategic role with a direct impact on business growth and retention.
• Collaborate with a team of experts in finance, product & automation, and customer success.
• Career progression opportunities as Visory scales and expands into new markets.

Next Steps

If you’re passionate about helping SMEs unlock the full potential of their financial back-office and want to be at the heart of a growing business, apply today!