Financial Operations Expert

Unlock the full potential of your financial operations with a dynamic role that combines business acumen and technical expertise.

About 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 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.
We are building a cutting-edge platform that blends human expertise with automation.
Our deep investment in AI and workflow automation, including our proprietary AI agent Delphi, empowers our experts to seamlessly deliver financial services at scale.
Since launching in early 2020, we have been a fast-growing startup company committed to reshaping how SMEs manage their financial operations.

The Business Performance Partner is the key point of contact for assigned customer groups, ensuring smooth financial back-office operations while unlocking long-term value from Visory's services.

This role involves guiding customers through onboarding, managing ongoing service delivery, resolving major issues, and proactively engaging clients with insights and advice to improve retention and renewal outcomes.

You will orchestrate a cross-functional team to ensure quality customer experiences through daily interactions with Visory.

You want to work at a company disrupting an industry set in its ways.

You want to move quickly, challenge yourself, and grow.

A CA-qualified accountant looking for your next challenge?

You thrive in client-facing roles and prefer engaging with customers to drive business improvement rather than being buried in a back-office role.

You have experience in client relationship management and are eager to deepen your expertise in this area.

Your technical accounting background enables you to effectively deliver Visory's 'Insights' product, leveraging financial data to guide businesses on operational improvements.

You excel in problem-solving, are highly collaborative, and can manage a team to results.

You can translate financial insights into actionable strategies that help SMEs thrive.

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

Key Responsibilities

1. Customer Relationship & Account Health: Serve as the primary relationship owner for a portfolio of Visory customers.
2. Proactive Engagement: Engage with customers to ensure high satisfaction, strong retention, and revenue growth.
3. Service Expansion: Identify opportunities for service expansion and upsell opportunities within the customer's financial back-office needs.
4. Serve as a Customer Advocate: Provide insights and feedback to internal teams to enhance services and automation capabilities.
5. Onboarding & Change Management: Oversee customer onboarding, ensuring a smooth transition to Visory's services.
6. Guide Customers: Guide customers through training, communications, and change management, setting them up for long-term success.
7. Service Quality & Issue Resolution: Be accountable for overall account health, working with your team to ensure that service quality standards are met.
8. Escalation Point: Act as an escalation point for major customer issues, coordinating with Managers and Experts to resolve challenges.
9. 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.
10. Team Leadership & Collaboration: Lead and mentor a cross-functional team aligned to your customer portfolio.

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 & Leadership: Drive cross-functional collaboration to deliver 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.

Requirements:

• Accounting degree and CA/CPA qualification required.
• Experience in customer-facing roles, such as Business Advisory, Client Accounting, Virtual CFO, or Public Practice Accounting.
• Team leadership experience
• Strong understanding of financial operations, bookkeeping, or back-office finance workflows.
• Amazing communicator who can get cut through with business owners by making complex financial concepts approachable.
• Ability to analyze 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, Salesforce).
• Change management experience, particularly in helping SMEs transition to new service models.

Why Join Us?

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.

Turbo charge your career by working in a customer-focused, strategic role with a direct impact on business growth and retention.

Career progression opportunities as Visory scales and expands into new markets.