About Us

At Visory, we are on a mission to transform the financial back office into business intelligence. Our platform connects businesses to expert talent and provides them with the tools and insights they need to thrive, ensuring that every small and medium-sized enterprise (SME) has access to the power of vision, enabling them to make informed decisions and drive their business forward.

Since our launch in early 2020, we've been revolutionising how businesses handle their financial management with our team of driven and talented individuals across finance, customer success, product, and engineering. Our diverse and geographically distributed team upholds the highest standards, thriving in a fast-paced, challenging environment with an unrelenting passion for customers and technology.

We value a product-first mindset—one that is not bound by limits and allows us to seek opportunities where others don’t.

The Opportunity

We are seeking a passionate Client Relationship Manager with a bookkeeping or accounting background, who is ideally CA qualified. In this role, you’ll be focused on managing customer relationships to ensure Visory’s small to medium business customers are deeply satisfied and their accounts are retained and grown.

As a Client Relationship Manager with Visory, you will support customers in achieving their goals by overseeing their onboarding journey, ensuring new service and workflow requests are captured and fulfilled, and looking for opportunities to add value. You will also play a key role in educating customers on platform utilisation and collaborating with Product to advocate for customer needs to influence the Product roadmap.

On an average day, you can expect to:

• Collaborate with internal stakeholders to drive the customer onboarding to a successful conclusion and reduce time to value
• Meet with business owners in line with regular account management structures and ensure Visory’s service is helping them to progress towards their business objectives
• Identify and address risks promptly, ensuring issues are escalated to the Quality team to rectify and outcomes for customers are achieved
• Keep customer documentation up to date based on dynamic customer needs

On an ongoing basis, you will:

• Communicate common customer behaviours to the sales, marketing and platform teams
• Look for opportunities to add value and proactively contact customers to discuss
• Develop and execute on Account management plans for each customer

We're looking for someone who:

• Has a demonstrated history of success in roles such as customer success, account management, project management, consulting, or sales
• Comes from a technical background, with previous experience or qualifications in bookkeeping or accounting and has the ability to communicate complex technical information in a digestible format to a wide range of stakeholders
• Has the ability to understand the technical requirements of the customer and work closely with cross-functional teams to implement solutions
• Is commercially minded with an ability to identify growth opportunities
• Has proficiency in data analysis and an ability to understand its impact on the customer journey
• Holds excellent verbal and written communication skills
• Is highly organised with an ability to manage deadlines and competing priorities

What you might love about working at Visory:

• A flexible working environment, whether it’s picking up the kids from school or taking some time to enjoy the mid-day sunshine.
• High autonomy where you determine how you help us achieve our goals
• Remote first: We are a remote first team so the role can be based anywhere in Australia. We connect in person frequently to our co-located colleagues, whether this is for coffee or in one of our many workspaces across Australia and New Zealand. Of course, if you prefer an office environment you can utilise these work spaces as frequently as you like.

What to consider before applying:

• We’re a start-up that is growing very quickly
• At times, we are building the bike while riding it
• We work hard and strive for excellence
• We strongly believe in having a growth mindset and doing hard things
• We won’t handhold you - We have a highly autonomous environment. However, this doesn’t mean we don’t work as a team
• We offer unvarnished honesty and love continuous feedback.

www.visory.com.au

Department

Sales and Growth

Locations

Melbourne

Remote status

Hybrid Remote

Monthly salary

AUD105,000 - AUD135,000

Employment type

Full-time