About Visory

At Visory, we’re rebuilding how SMBs run their financial back-office. Most small and medium businesses already have the data - what they lack is clarity. By combining an agent-first workflow platform, frontier AI, and the judgment of world-class finance experts, we turn financial operations into insight, strategy, and confident decision-making.

We’re not Software-as-a-Service - we’re Service-as-a-Software. Most software puts tools in customers’ hands. We deliver the work itself.

SMBs are the engine of the global economy, yet the financial back-office that powers them has been overlooked for decades. Our mission is to change that – to unlock confident growth for millions of businesses and empower them to see what’s possible.

The bar is high, the mission ambitious, the work as rewarding as it is hard, and we’re just getting started.

Role Overview

As Business Performance Partner, you own the customer experience across a portfolio of SMBs: Making sure every customer has a 10x experience, gains the confidence to grow, and becomes a long-standing partner of Visory.

You lead a team of finance experts and AI agents who deliver the work itself: bookkeeping, payroll and reporting, end-to-end. You own the relationship, lead the team, and set the direction for what they deliver. You're the person Founders and Executives lean on to ensure they have clarity on their business.

This is a role for operators who want to help build something the industry hasn't seen yet. Leading customers and people, in rewriting how professional services get delivered.

The Responsibilities

Customer Relationship & Commercial Outcomes

• Hold the primary commercial relationship for every customer in the portfolio.

• Own retention, renewal and expansion across the customer book.

• Be the escalation point for major customer opportunities or issues.

Team Accountability & Leadership

• Lead a small cross-functional team — as the responsible leader for both customer and team.

• Set the direction and standards for what the team delivers to each customer.

Customer Onboarding & Change Management

• Own the customer-facing arc of onboarding - expectations, change management, executive sponsorship.

• Drive customer adoption of Visory's platform, agents and ways of working

About You

We care more about how you operate than roles or companies on your CV. The people who will thrive have spent their careers close to SMBs - running finance functions, leading professional services engagements, owning businesses, or operating business units. What they share isn't a title. It's domain knowledge and a way of working.

You lead through others. You own the result while the team delivers the work - setting the standard, holding people to it, and getting the best out of them.

You know the old way of delivering professional services is broken. You'd rather build than maintain - and when the path is unclear, you take a position and back yourself.

Skills & Experience

Customer Leadership

• Proven track record holding C-level commercial relationships and driving retention, expansion and renewal outcomes.

• Translates complexity into clarity – can command a room of business owners on financial strategy without burying them in detail.

Team Leadership & Accountability

• Comfortable being accountable for outcomes they do not personally produce - owns the result while the team delivers the work.

• Sets direction and standards, holds others to account, and creates the conditions for the team to do its best work.

Commercial Acumen

• Reads a P&L and balance sheet, and understands what the numbers mean for a small business.

• Knows how SMBs run - what drives revenue, where cash gets stuck, what keeps owners up at night.

AI & Tooling Fluency

• Fluent and curious with AI tooling - actively uses LLMs and AI agents in day-to-day work.

Our Culture & Values

We look for the following qualities:

• Gritty

• Humble

• Optimistic

• Curious

We look with shared values, ours are:

• 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, forward-looking, and generous with our knowledge and time.

• Think customer: We start with the business owner and work backwards. We care deeply about their outcomes.

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