Customer Insights Manager

At Visory, we're all about empowering businesses to unlock their full potential.

Launched in early 2020, we are a fast growing start up, and we have built Australia and New Zealand's first digital bookkeeping solution that supports small to medium sized businesses.

We supercharge their financial back-office by connecting them to a marketplace of certified Bookkeeping and Payroll Experts, backed by our powerful digital platform of best practice workflows.

The result; clean books, oversight of key financial indicators and freedom from their back-office so they can get back to big picture growth.

How you'll make an impact...

In this newly created role, you'll deliver Visory's
Insights
offering – leveraging a suite of tools and dashboards powered by historical business context and clean, reconciled financial data to drives strategic conversations. Through recurring insights sessions, you'll help clients track performance, benchmark against peers, and act as an accountability partner driving clients and their leadership teams towards their financial goals.This role combines analytical thinking, commercial acumen, and demonstrating executive presence to bring clarity and confidence to every client conversation.

What You'll Be Doing...

Client Insights Delivery

• Lead monthly
  Insights
  sessions with clients, interpreting key financial ratios, performance trends, and benchmark data.
• Guide clients to set realistic targets and track progress against these metrics over time.
• Translate raw data into meaningful business narratives that drive action and performance improvement.
• Ensure each client's dashboard reflects their key business goals and delivers true decision-making value.

Data & Analysis

• Partner with Bookkeeping and Product teams to ensure the underlying financial data is clean, reconciled, and structured for analysis.
• Use Visory's benchmarking capabilities to compare client performance against similar businesses and uncover improvement opportunities.
• Identify recurring trends across the client base and work with Product to enhance tools, reports, and automation.

Advisory & Relationship Management

• Act as a strategic partner to clients - blending financial insight with commercial judgement and empathy for the pressure that comes with running a business.
• Maintain a strong executive presence: ask the right questions, challenge assumptions, and offer clear, credible advice.
• Support retention and upsell by demonstrating the tangible business value of the Insights service.

Internal Collaboration

• Work closely with the Visory service team to ensure seamless onboardings, with accurate data and client readiness for Insights delivery.
• Collaborate with Product and Operations to improve product value, data consistency, and overall client experience.
• Share feedback loops from client conversations to continuously refine the
  Insights
  product.

We're looking for someone who has...

• 2+ years of professional experience in accounting, financial analysis, business advisory, or data analytics.
• Comfort with financial data ratios, cash flow, and performance metrics; the ability to translate numbers into action.
• Strong communication and storytelling skills; able to make complex data simple and compelling.
• An ability to engage senior business owners and challenge client assumptions.
• Curiosity about technology, automation, and analytics tools.

What you'll love about working at Visory...

• Shape the Future of Finance Operations:
  Play a key role in designing the workflows, tools, and standards that power a category-defining back-office platform for SMEs.
• Work at the Cutting Edge of Finance, Product & AI:
  Collaborate with product, engineering, and data experts to embed automation, streamline processes, and enhance service quality.
• Thrive in a Flexible, High-Growth Environment:
  Join a fast-moving, cross-functional team that values experimentation, continuous improvement, and genuine work-life flexibility across Australia and New Zealand.
• Make a Scaled Impact:
  Leverage your finance and bookkeeping expertise to influence how work is delivered across our entire marketplace - creating better outcomes for hundreds of businesses.