About Visory

At Visory, we’re rebuilding how SMBs run their financial back-office. Most small and medium businesses already have the data - what they lack is clarity. By combining an agent-first workflow platform, frontier AI, and the judgment of world-class finance experts, we turn financial operations into insight, strategy, and confident decision-making.

We’re not Software-as-a-Service - we’re Service-as-a-Software. Most software puts tools in customers’ hands. We deliver the work itself.

SMBs are the engine of the global economy, yet the financial back-office that powers them has been overlooked for decades. Our mission is to change that – to unlock confident growth for millions of businesses and empower them to see what’s possible.

The bar is high, the mission ambitious, the work as rewarding as it is hard, and we’re just getting started.

Role Overview

As a Business Performance Partner, you own the customer experience across a portfolio of SMBs. You make sure every customer gets a service far better than they have had from any accountant or bookkeeper, gains the confidence to grow, and becomes a long-standing partner of Visory.

You lead a small team of finance experts and AI agents who deliver the work itself: bookkeeping, payroll and reporting, end to end. You own the relationship, lead the team and set the direction for what they deliver. Your Manager runs delivery day to day, so you decide what we do and why, and they own how it gets done. You are the person founders and executives lean on for clarity on their business.

This is a role for operators who want to help build something the industry hasn't seen yet, and to lead customers and people through a rewrite of how professional services get delivered.

How it differs from a Traditional Services Firm

• You own a business, not a client list. You are accountable for the retention, growth and margin of your book, with the team and authority to deliver them.

• AI does the groundwork. Our agents prepare the work in every workflow and your experts sign it off, so your team's time goes to judgement and customers, not data entry.

• You lead through others. You are not the most senior doer in the team. Your Manager runs delivery, and you own the customer and the result.

• Proactive by design. You are measured on staying ahead of your customers, not on how quickly you respond when something goes wrong.

• Measured on outcomes, not hours billed. Success means customers who stay and grow.

• You share the upside. When we keep our customers and beat our profit baseline, the team shares the gain every quarter.
  

Responsibilities

Customer relationships and growth

• Hold the primary commercial relationship for every customer in your book

• Own revenue retention, renewal and growth across the book

• Stay ahead of every customer: make proactive contact at least monthly, and act early on accounts at risk

• Be the escalation point for major customer opportunities and issues

Service promise

• Be accountable for the service promise being kept for every customer in your book

• Set the direction and standards for what your team delivers, working with your Manager, who runs delivery day to day

• Play your part in onboarding and customer change, setting expectations and keeping the customer confident

Team leadership and margin

• Lead, manage and hold accountable a small cross-functional team of finance experts and AI agents

• Deliver team gross margin to plan

• Drive customer adoption of Visory's platform, agents and ways of working

About You

We care more about how you operate than roles or companies on your CV. The people who will thrive have spent their careers close to SMBs: running finance functions, leading professional services engagements, owning businesses, or operating business units.

You know the old way of delivering professional services is broken. You would rather build than maintain, and when the path is unclear, you take a position and back yourself.

Customer leadership

• A proven track record holding senior commercial relationships with business owners and founders

• You turn complexity into clarity, and can command a room of business owners on financial strategy without burying them in detail

Team leadership and accountability

• You are comfortable being accountable for outcomes you do not personally produce. You own the result while the team delivers the work

• You set direction and standards, hold people to them, and create the conditions for the team to do its best work

Commercial acumen

• You read a P&L and balance sheet, and understand what the numbers mean for a small business

• You know how SMBs run: what drives revenue, where cash gets stuck, and what keeps owners up at night

• You have owned a commercial target before, such as revenue, retention or margin

AI and tooling fluency

• You are fluent and curious with AI tooling, and actively use LLMs and AI agents in your day-to-day work

Our Culture & Values

We value people who are gritty, humble, optimistic and curious. Our values are:

• Flock to problems: We run toward issues, not away from them. When something's broken, we get curious, gather the right people, and work the problem together.

• Give energy: We aim to be the people others want in the room: prepared, constructive, and generous with our knowledge and time.

• Think customer: We start with the business owner and work backwards. We care about their outcomes, not just our internal process.

• Step into the arena: We value people who take ownership, show agency, make calls with imperfect information, and are willing to be accountable.