Senior Account Manager

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 GrowthOwn the end-to-end relationship for a portfolio of Visory customers across AU and NZProactively engage with clients to drive satisfaction, retention, and revenue growthIdentify expansion opportunities and guide clients toward solutions that meet their evolving needsAct as the client's advocate internally, sharing feedback to continuously improve our servicesTeam Leadership & CollaborationLead and mentor a cross-functional team aligned to your customer portfolioSet clear goals, provide coaching, and foster a culture of ownership and continuous improvementCoordinate with Functional Leads on resource planning to ensure we deliver on our commitmentsDrive accountability and data-driven decision-making across your teamOnboarding & Change ManagementOversee seamless customer onboarding experiences, setting clients up for long-term successSupport clients through training, communications, and transitions to new ways of workingGuide SMEs through change management as they adopt AI-driven and automated solutionsService Quality & Issue ResolutionBe accountable for overall account health and service delivery standardsServe as the escalation point for critical client issues, working with your team to resolve challenges swiftlyProactively 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 relationshipsTeam leadership experience with the ability to coach, collaborate, and drive cross-functional resultsExceptional communication that turns complex financial concepts into clear, friendly guidanceProactive 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 StepsIf 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!