Financial Performance Improvement Specialist

3 days ago


Melbourne, Victoria, Australia beBeeAccounting Full time $90,000 - $120,000

About Visory - Empowering SMEs
Visory connects businesses with experts to enhance their financial performance.
A powerful platform, expert team, and actionable insights come together to transform how businesses manage their finances.
Voted one of LinkedIn's top startups, Visory uses people and technology to provide a digital-first finance solution for business growth.
We are building a cutting-edge platform that blends human expertise with automation.

Key Responsibilities
  • Serve as the primary point of contact for assigned customer groups, ensuring smooth financial back-office operations.
  • Guide customers through onboarding, ongoing service delivery, issue resolution, and proactive engagement to improve retention and renewal outcomes.
About You
  • You want to work at a company disrupting an industry.
  • You prefer engaging with customers to drive business improvement.
  • You have experience in client relationship management and want to deepen your expertise.
  • You have a technical accounting background to effectively deliver our 'Insights' product.
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 efficiencies.
  • Collaboration & Leadership: Drive cross-functional collaboration to deliver positive customer outcomes.
  • Problem-Solving & Initiative: Proactively identifies issues and takes ownership of solutions.


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