Expert Financial Relationship Manager

3 days ago

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

About Visory empowers SMEs by connecting them with experts to supercharge their back office.

Transforming Financial Performance

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.

Role Overview

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 the company's services.

  • Guiding customers through onboarding processes
  • Managing ongoing service delivery and relationships
  • Resolving major issues and concerns
  • Proactively engaging clients with insights and advice to improve retention and renewal outcomes
About You

You want to work in a dynamic environment that is disrupting an industry. 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.

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 the '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.

As a Finance Business Partner, you will be responsible for building strong relationships with clients, identifying areas for improvement, and developing customized solutions to meet their needs.

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