Unlock Back-Office Efficiency

2 weeks ago

Melbourne, Victoria, Australia beBeeCustomerCentric Full time $90,000 - $120,000
About the Role

The Financial Operations Specialist is a key point of contact for assigned customer groups, ensuring their financial back-office runs smoothly while unlocking long-term value from our services.

This strategic role is accountable for 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.

Internally, you will orchestrate your team of cross-functional experts to ensure quality customer experiences through daily interactions with our company.

Key Responsibilities
  • Serve as the primary relationship owner for a portfolio of customers.
  • Proactively engage with customers to ensure high satisfaction, strong retention, and revenue growth.
  • Identify opportunities for service expansion and upsell opportunities within the customer's financial back-office needs.
  • Serve as a customer advocate, providing insights and feedback to internal teams to enhance services and automation capabilities.

Required Skills & Qualifications
  • An Accounting degree, with any CA/CPA qualification a plus.
  • Experience in client-facing roles, such as Business Advisory, Client Accounting, Virtual CFO, or Public Practice Accounting.
  • A strong understanding of financial operations, bookkeeping, or back-office finance workflows.
  • Excellent communication skills, able to convey complex ideas clearly.
  • The ability to analyze data and translate insights into action plans for customers.
  • Proficiency in digital tooling and workflow platforms, including market software and CRM tools (e.g., HubSpot, Salesforce).

Benefits

  • Be part of a high-growth, tech-enabled financial services company reshaping how SMEs manage their back-office.
  • 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 our company scales and expands into new markets.

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