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 experienced 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...

As a Senior Account Manager at Visory, you'll be the trusted partner for a portfolio of clients across Australia and New Zealand, ensuring their financial back-office runs seamlessly while driving long-term value. You'll lead client relationships from onboarding through to renewal, acting as both a strategic advisor and problem-solver who ensures every client experiences the full promise of our innovative service delivery model.

Internally, you'll orchestrate a cross-functional team of experts, setting the standard for collaboration, accountability, and customer-first thinking. This is a leadership role where your ability to build relationships, drive results, and mentor others will directly impact our growth and client success.

What You'll Be Doing...

Client Relationship & Account Growth

• Own the end-to-end relationship for a portfolio of Visory customers across AU and NZ

• Proactively engage with clients to drive satisfaction, retention, and revenue growth

• Identify expansion opportunities and guide clients toward solutions that meet their evolving needs

• Act as the client's advocate internally, sharing feedback to continuously improve our services

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 and continuous improvement

• Coordinate with Functional Leads on resource planning to ensure we deliver on our commitments

• Drive accountability and data-driven decision-making across your team

Onboarding & Change Management

• Oversee seamless customer onboarding experiences, setting clients up for long-term success

• Support clients through training, communications, and transitions to new ways of working

• Guide SMEs through change management as they adopt AI-driven and automated solutions

Service Quality & Issue Resolution

• Be accountable for overall account health and service delivery standards

• Serve as the escalation point for critical client issues, working with your team to resolve challenges swiftly

• Proactively identify risks and implement solutions before they impact the client experience

We're looking for someone who has...

• Strong financial acumen with experience in financial services (accounting, bookkeeping, operations, or advisory)

• Proven track record in client-facing roles managing key accounts and building trusted relationships

• Team leadership experience with the ability to coach, collaborate, and drive cross-functional results

• Exceptional communication that turns complex financial concepts into clear, friendly guidance

• Proactive problem-solver with digital fluency in workflow and CRM platforms (e.g., HubSpot, Salesforce)

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.