Financial Services Strategist
1 week ago
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, we have been a fast-growing startup company committed to reshaping how SMEs manage their financial operations.
Finance Business Partner Role">">
The Finance Business 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 our services.
This individual will orchestrate quality customer experiences through daily interactions with Visory.
About You
">You want to work at a company disrupting an industry that is set in its ways.You thrive in client-facing roles and prefer engaging with customers to help drive their business improvement rather than being buried in a back-office role.
Key Workflow Responsibilities:
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Guiding customers through onboarding and managing ongoing service delivery, resolving major issues, and proactively engaging clients with insights and advice to improve retention and renewal outcomes.
Internally, you will collaborate with cross-functional teams to ensure seamless delivery of our services.
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