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Visory
Visory
51 – 200 Employees
B2BFintechSaaS
Visory is a fintech and B2B SaaS company that helps businesses manage and improve financial performance through an integrated platform, bookkeeping and payroll services, financial advisory, and actionable insights. Founded in 2020, Visory combines expert support with an AI-native engineering focus and delivers its services through remote and hybrid working models. Its team supports companies seeking more efficient, data-informed approaches to everyday finance and business operations.
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Business Performance Partner – SMB Finance Services (Sydney Hybrid)

Own customer relationships, commercial performance, and service delivery for Visory’s SMB portfolio. Lead finance specialists and AI agents delivering bookkeeping, payroll, and reporting services.

AUAustraliaHybridFull-timeMiddleSeniorEnglish RequiredAffiliate ManagerAffiliate Marketing

Description

  • Own the customer experience across a portfolio of SMBs
  • Act as the primary commercial contact for every customer in the portfolio
  • Drive revenue retention, renewals, and portfolio growth
  • Maintain at least monthly customer contact and intervene early with at-risk accounts
  • Handle escalations involving significant customer opportunities and issues
  • Ensure each customer receives the service promised
  • Set team delivery direction and standards with the Manager
  • Support onboarding and customer change by setting expectations and sustaining customer confidence
  • Lead and hold accountable a small cross-functional team of finance specialists and AI agents
  • Deliver team gross margin in line with plan
  • Increase customer adoption of Visory’s platform, agents, and operating methods
  • Give founders and executives a clear view of their business performance
  • Lead an end-to-end service model covering bookkeeping, payroll, and reporting

Requirements

  • Demonstrated success managing senior commercial relationships with business owners and founders
  • Able to turn complex information into clear financial strategy and confidently lead discussions with business owners
  • Comfortable taking accountability for outcomes delivered by a team
  • Able to establish direction and standards, reinforce accountability, and enable high team performance
  • Able to interpret P&L statements and balance sheets and apply them to small-business decisions
  • Understands SMB revenue drivers, cash-flow pressures, and business-owner concerns
  • Has owned a commercial target such as revenue, retention, or margin
  • Demonstrates fluency and curiosity with AI tools
  • Uses LLMs and AI agents actively in day-to-day work
  • Experience working closely with SMBs through finance roles, professional services, business ownership, or business-unit operations

Benefits

  • Quarterly team gain sharing when customer retention and profit baseline targets are exceeded

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