Senior Account Manager (AU/NZ Remote)

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... As a Senior Account Manager at Visory, you'll be the trusted partner for a portfolio of clients across Australia and New Zealand, ensuring their financial back-office runs seamlessly while driving long-term value. You'll lead client relationships from onboarding through to renewal, acting as both a strategic advisor and problem-solver who ensures every client experiences the full promise of our innovative service delivery model. Internally, you'll orchestrate a cross-functional team of experts, setting the standard for collaboration, accountability, and customer-first thinking. This is a leadership role where your ability to build relationships, drive results, and mentor others will directly impact our growth and client successs. ⚙️What You'll Be Doing... Client Relationship & Account Growth

• Own the end-to-end relationship for a portfolio of Visory customers across AU and NZ
• Proactively engage with clients to drive satisfaction, retention, and revenue growth
• Identify expansion opportunities and guide clients toward solutions that meet their evolving needs
• Act as the client's advocate internally, sharing feedback to continuously improve our services

Team Leadership & Collaboration

• Lead and mentor a cross-functional team aligned to your customer portfolio
• Set clear goals, provide coaching, and foster a culture of ownership and continuous improvement
• Coordinate with Functional Leads on resource planning to ensure we deliver on our commitments
• Drive accountability and data-driven decision-making across your team

Onboarding & Change Management

• Oversee seamless customer onboarding experiences, setting clients up for long-term success
• Support clients through training, communications, and transitions to new ways of working
• Guide SMEs through change management as they adopt AI-driven and automated solutions

Service Quality & Issue Resolution

• Be accountable for overall account health and service delivery standards
• Serve as the escalation point for critical client issues, working with your team to resolve challenges swiftly
• Proactively identify risks and implement solutions before they impact the client experience

🔍 We're looking for someone who has...

• Strong financial acumen with experience in financial services (accounting, bookkeeping, operations, or advisory)
• Proven track record in client-facing roles managing key accounts and building trusted relationships
• Team leadership experience with the ability to coach, collaborate, and drive cross-functional results
• Exceptional communication that turns complex financial concepts into clear, friendly guidance
• Proactive problem-solver with digital fluency in workflow and CRM platforms (e.g., HubSpot, Salesforce)

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.

Next Steps If you’re passionate about helping SMEs unlock the full potential of their financial back-office and want to be at the heart of a growing business, apply today!