Business Performance Partner

Overview

Join to apply for the Business Performance Partner role at Visory.

Melbourne, VIC, Australia
• Hybrid
• Full-time

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 to transform how businesses manage their financial performance. Visory aims to disrupt the industry with AI-powered features and a blend of human expertise.

Primary Purpose of the Role

The Business Performance Partner is the key and consistent point of contact for their assigned customer group, ensuring their financial back-office runs smoothly while unlocking long-term value from Visory's services. Responsibilities include onboarding, managing ongoing service delivery, resolving major issues, and proactively engaging clients with insights and advice to improve retention and renewal outcomes. This role works with the Customer Solutions team, Marketplace Experts, and Quality Review and Automation tooling to deliver Visory's service promise. It also acts as a strategic adviser to maximise platform and service use while identifying growth and improvement opportunities, and bridging customer needs with internal teams.

You

• You are CA-qualified and eager to work at a company disrupting an industry that is set in its ways.
• You thrive in client-facing roles and prefer helping customers improve their business rather than back-office work.
• You have experience in client relationship management and are eager to deepen this expertise.
• Your technical accounting background enables you to deliver Visory's Insights product, leveraging financial data to guide operational improvements.
• You are skilled in problem-solving, collaborative, and can translate financial insights into actionable strategies for SMEs.
• You are passionate about customer success, strategic financial advisory, and leveraging technology-driven solutions to create efficiencies.

Objectives & Metrics

• High customer satisfaction & retention (CSAT)
• Improved customer lifetime value (NRR)
• Adoption of Visory's platform & services
• Successful onboarding experiences (Time-to-Value)
• Proactive account management for renewals
• Delivery of Insights product to the customer base

Key Responsibilities

• Customer Relationship & Account Health: Serve as the primary relationship owner for a portfolio of Visory customers; proactively engage to ensure satisfaction, retention, and revenue growth; identify opportunities for service expansion; advocate for customers to internal teams.
• Onboarding & Change Management: Oversee onboarding; guide customers through training and change management; maintain accurate documentation.
• Service Quality & Issue Resolution: Ensure overall account health; act as escalation point for major issues; coordinate with Quality Reviewers and Experts; address bottlenecks.
• Deliver Insights Product: Lead regular meetings to provide insights and advice; use financial data to guide improvements; ensure adoption and engagement with Insights; translate trends into strategic recommendations.
• Process Improvement & Automation Feedback: Partner with Certified Experts to identify workflow inefficiencies; provide feedback to Product Team to enhance automation and quality checks; champion platform adoption.

Skills & Qualifications

• Accounting degree and CA qualification.
• Experience in customer-facing roles (e.g., Business Advisory, Client Accounting, Virtual CFO, Public Practice).
• Strong understanding of financial operations and back-office workflows.
• Excellent communicator capable of clarifying complex financial concepts for business owners.
• Ability to analyse data and translate insights into action plans.
• Proficiency with digital tooling and workflow platforms and CRM tools (e.g., HubSpot, Salesforce).
• Change management experience in SME environments.
• Bonus: startup experience or running your own business. We value energy, hunger, humility, and intelligence.

Why Join Visory

• Be part of a high-growth, tech-enabled financial services company shaping how SMEs manage their back-office. Hybrid work culture available.
• Impact a customer-focused, strategic role with direct contribution to growth and retention.
• Collaborate with finance, product & automation, and customer success teams.
• Career progression as Visory scales into new markets.

Next Steps

If you're passionate about helping SMEs unlock the full potential of their financial back-office, apply today.

Note: This posting is for the Business Performance Partner role at Visory in Melbourne. EEO statements and standard employment details apply.

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