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 growing 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.

Our deep investment in AI and workflow automation, including our proprietary AI agent Delphi, empowers our customer teams to seamlessly deliver financial services at scale.

Launched in early 2020, Visory is a fast-growing, well-funded start-up with an expanding team located in the United States, Canada, Brazil, Australia, and New Zealand.

How you'll make an impact...

You are an experienced account manager or customer success professional with strong communication and relationship management skills. You thrive in a structured environment where process adherence, proactive engagement, and clear communication are key to success.

You enjoy supporting business owners, understand the complexities of franchise or small-business operations, and bring a commercial mindset to every interaction. You’re comfortable juggling multiple accounts, spotting opportunities for improvement, and ensuring every franchise partner feels supported and valued.

What You'll Be Doing...

Relationship & Account Management

• Act as the main point of contact for franchise partners, providing ongoing operational and account support.

• Build trusted relationships through proactive communication and regular engagement.

• Ensure franchisees adhere to established processes and service standards.

• Manage escalations and resolve issues efficiently to maintain franchise satisfaction.

• Coach franchisees to the standards agreed to with Head Office across bookkeeping, COA and payroll

Operational Delivery

• Oversee consistent execution of Visory workflows across all franchise accounts.

• Collaborate with internal teams (Customer Solutions, Onboarding, Product, Finance) to address franchisee needs.

• Maintain accurate, up-to-date account documentation within CRM systems.

• Support reporting and analysis of franchise performance metrics.

Customer Advocacy & Continuous Improvement

• Represent the voice of the franchise network within Visory, identifying trends, risks, and opportunities.

• Share insights to enhance processes, tools, and service models.

• Support the rollout of process improvements and system updates to the franchise group.

Commercial Support

• Monitor service delivery scope and ensure franchisees are receiving and paying for the correct service levels.

• Identify opportunities to add value through improved processes or service enhancements.

• Support renewal discussions and retention efforts.

We’re looking for someone who has...

• 2–4 years’ experience in account management, customer success, or franchise operations, ideally supported by CRM proficiency and exposure to structured service environments.

• Exceptional communication and relationship-building skills, with a proven ability to manage clients or franchisees effectively.

• Strong organisational and process-oriented mindset, balancing multiple priorities while maintaining high attention to detail.

• A commercial and analytical approach — understanding how operational decisions impact financial and business outcomes.

• The ability to collaborate across teams, solve problems proactively, and deliver consistent, high-quality customer experiences.

Why You Would Join Us

• A real problem to solve: “Bookkeeping and payroll” sounds simple, sometimes ‘boring’ and ‘administrative’; in reality, it’s a rich, complex space with big unsolved problems. If you like working on hard problems with real-world upside, you’ll enjoy it here.

• Ownership and autonomy: We hire smart and driven people, giving them space to own problems end to end.

• Build, not just maintain: You’ll help shape our product and ways of operating.

• Career growth in a high-bar team: You’ll work with people who care about getting better – as operators, as leaders, and as humans. You have access to opportunities that stretch you.

• Meaningful impact: Your work matters to SMEs. You’ll see the direct impact of your work in customer stories and outcomes.

• No two days the same: We move fast - You’ll work across different problems, customers, and teams, so there’s always something new to learn, build or improve.

Our Culture

We hire people who are:

• Gritty

• Humble

• Optimistic

• Curious

A few things that matter to us:

• Flock to problems: We run toward issues, not away from them. When something’s broken, we get curious, gather the right people, and work the problem together.

• Give energy: We aim to be the people others want in the room – prepared, constructive, and generous with our knowledge and time.

• Think customer: We start with the business owner and work backwards. We care about their outcomes, not just our internal process.

• Step into the arena: We value people who take ownership, show agency, make calls with imperfect information, and are willing to be accountable.

Curious to learn more? Here's a few words from our CEO, Thomas Paule about what it means to work at Visory.

Interview Process

• Recruiter screen – Short intro with our Talent team to understand your background and fit.

• Hiring manager interview – Deeper dive into you, your experience and how you work.

• Technical interview / case – Role-specific discussion or exercise based on real scenarios.

• Motivations & values interview – Conversation with cross-functional team members to explore how you align with how we work at Visory.

We may include an informal coffee chat (in person or virtual) before we dive into the formal process. We also complete reference checks during the process before making an offer.