Job Description

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 howgrowing 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 Experts 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.

The Opportunity

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 product team to improve the efficiency of the insights service, while also delivering maximum impact for clients through Visory’s software. You will also collaborate with the broader Visory service team of bookkeepers and customer solutions specialists to deliver quality service.

About You

You're restless and have a desire to combine working with numbers and closely with clients, but also want to do so within a fast-moving, scale-focused company.

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 'chilling backstage'.

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

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

You are passionate about  customer success ,  strategic financial advisory , and leveraging  technology-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.
• 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.

Onboarding & Change Management

• Oversee customer onboarding , ensuring a smooth transition to Visory’s services.
• Guide customers through training, communications, and change management , setting them up for long-term success.

Service Quality & Issue Resolution

• Be accountable for overall account health , ensuring that service quality standards are met.
• Act as an escalation point for major customer issues , coordinating with Customer Solutions and our team of experts to resolve challenges.

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.

Process Improvement & Automation Feedback

• Provide structured feedback to the Product Team to enhance workflow automation and AI-powered quality checks .
• Champion adoption of Visory’s platform , ensuring customers maximise their use of technology-driven automation.

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 & Influence: Works cross-functionally with internal teams to drive 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.

Relevant 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.
• Turbocharge 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.

Our Hiring Process:

1. Application
2. Our first introduction: 15 – 20 minute phone call
3. Getting to know you: 30 – 60 minute video call
4. Understanding your technical skills: 60 minute video call
5. Decision

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