Business Performance Partner
Ready to ditch old-school accounting? Join Visory, the ‘Uber for Bookkeeping,’ and transform SME finance with AI & expert insights. Bring your CA expertise—build tomorrow with us!
About Visory: Visory empowers SMEs by connecting them with experts to supercharge their back office. It’s where a powerful platform, a dedicated team of experts, and actionable business insights come together in one place to transform how businesses manage their financial performance.
Visory uses a blend of people and technology to provide a digital-first finance solution that allows business owners to focus on big-picture business growth. We are building the 'Uber for Bookkeeping'—a cutting-edge platform that blends human expertise with automation.
Primary Purpose of the Role
The Business Performance 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 Visory’s services.
The Business Performance Partner serves as a strategic adviser, helping customers maximise their use of Visory’s platform and expert services while identifying opportunities for growth and operational improvement.
About You
You want to work at a company looking to disrupt an industry that is set in its ways. You want to move quickly, challenge yourself, and grow. You are a CA-qualified accountant looking for your next challenge.
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.
Objectives and Key Metrics
- High customer satisfaction & retention (CSAT – %)
- Improved customer lifetime value (NRR – %)
- Adoption of Visory’s platform & services (Adoption Rate – %)
- Successful onboarding experiences (Time-to-Value – Days)
- Proactive account management for renewals (Renewal Rate – %)
- Delivery of Insights product to the Visory customer base (% of customers with Insights product active)
Key Workflow Responsibilities
- Customer Relationship & Account Health: Serve as the primary relationship owner for a portfolio of Visory customers.
- Onboarding & Change Management: Overseen customer onboarding, ensuring a smooth transition to Visory’s services.
- Service Quality & Issue Resolution: Be accountable for overall account health, ensuring that service quality standards are met.
- Deliver Insights Product: Lead a structured and regular meeting cadence with customers to provide insights and advice that supports the customers to achieve their business goals and objectives.
- Process Improvement & Automation Feedback: Partner with Certified Experts and Quality Reviewers to identify workflow inefficiencies and improve service delivery.
Core Competencies
- Customer-Centric: Strong ability to build trusted relationships and advocate for customer needs.
- Strategic Thinking: Ability to see the bigger picture and advise customers on financial back-office efficiencies.
- Collaboration & Influence: Works cross-functionally with internal teams to drive positive customer outcomes.
- Problem-Solving & Initiative: Proactively identifies issues and takes ownership of solutions.
- Process-Oriented: Comfortable working within structured workflows and guiding process improvements.
- Strong Communication: Excellent written and verbal communication skills, able to convey complex ideas clearly.
Skills & Qualifications
- Accounting degree and CA qualification required.
- Experience in customer-facing roles, such as Business Advisory, Client Accounting, Virtual CFO, or Public Practice Accounting.
- Robust understanding of financial operations, bookkeeping, or back-office finance workflows.
- Amazing communicator who can get cut through with business owners by making complex financial concept approachable.
- Ability to analyse data and translate insights into action plans for customers.
- Proficiency in digital tooling and workflow platforms, including market software and the ability to use and improve the core Visory platform, as well as CRM tools (e.g., Hub Spot, Salesforce).
Why Join Visory?
Be part of a high-growth, tech-enabled financial services company reshaping how SMEs manage their back-office. We embrace a hybrid working culture, with a blend of in-office collaboration and remote work flexibility to support productivity and work-life balance.
Turbo charge your career by working in a customer-focused, strategic role with a direct impact on business growth and retention.
Collaborate with a team of experts in finance, product & automation, and customer success.
Career progression opportunities as Visory scales and expands into new markets.
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📌 Business Performance Partner Business Performance · Melbourne · Hybrid
🏢 Visory
📍 Australia