Client Success Manager / Virtual CFO (CA/CPA)

Visory

Melbourne

Hybrid

AUD 100,000 - 140,000

Full time

14 days+

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Benefits offered by this job

Hybrid working culture

Career progression opportunities

Collaboration with finance experts

Job summary

A rapidly growing fintech company in Melbourne is seeking a Client Success Manager who will act as the primary contact for assigned clients and ensure smooth financial operations. The ideal candidate will have a CA or CPA qualification and experience in client relationship management, aiming to drive customer satisfaction and retention through strategic insights. Join a team focused on reshaping how SMEs manage their finances with innovative solutions.

Qualifications

Experience in client-facing roles and customer relationship management.
Strong understanding of financial operations and bookkeeping.
Ability to analyse data and translate insights into action plans.

Responsibilities

Serve as the primary relationship owner for a portfolio of customers.
Oversee customer onboarding and ensure service quality standards.
Lead structured meetings with customers to provide financial insights.

Skills

Customer relationship management

Problem-solving

Strategic financial advisory

Communication

Team leadership

Education

Accounting degree and CA/CPA qualification

Tools

CRM tools (HubSpot, Salesforce)

Workflow platforms

Job description

Client Success Manager / Virtual CFO (CA/CPA)

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Client Success Manager / Virtual CFO (CA/CPA)

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Direct message the job poster from 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.

Voted one of LinkedIn’s top startups, 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 a cutting-edge platform that blends human expertise with automation. Our deep investment in AI and workflow automation, including our proprietary AI agent Delphi, empowers our experts to seamlessly deliver financial services at scale.

Since launching in early 2020, we have been a fast-growing startup company committed to reshaping how SMEs manage their financial operations. Visit us at www.visory.com.au

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 is accountable for guiding customers through onboarding, managing ongoing service delivery, resolving major issues, and proactively engaging clients with insights and advice to improve retention and renewal outcomes.

Internally, the BPP orchestrates their team of cross-functional experts to ensure every customer experiences our service promise through their daily interactions with Visory

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.

Your technical accounting background enables you to effectively deliver Visory’s ‘Insights’ product, leveraging financial data to guide businesses on operational improvements. You excel in problem-solving, are highly collaborative and can manage a team to results. You can translate financial insights into actionable strategies that help SMEs thrive.

You are passionate about customer success, strategic financial advisory, and leveraging AI-driven solutions to create efficiencies for businesses.

Key Workflow Responsibilities

Customer Relationship & Account Health

Serve as the primary relationship owner for a portfolio of Visory customers.
Proactively engage with customers to ensure high satisfaction, strong retention, and revenue growth.
Identify opportunities for service expansion and upsell opportunities within the customer’s financial back-office needs.
Serve as a customer advocate, providing insights and feedback to internal teams to enhance services and automation capabilities.

Onboarding & Change Management

Oversee customer onboarding, ensuring a smooth transition to Visory’s services.
Guide customers through training, communications, and change management, setting them up for long-term success.

Service Quality & Issue Resolution

Be accountable for overall account health, working with your team to ensrue that service quality standards are met.
Act as an escalation point for major customer issues, coordinating with Managers and Experts to resolve challenges.

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.
Utilise financial data to help customers improve operations and drive business performance.
Ensure strong adoption and engagement with the Visory Insights product, helping customers extract value from financial insights.
Lead and mentor a cross-functional team aligned to your customer portfolio.
Set clear goals, provide coaching, and foster a culture of ownership, data-driven decision-making, and continuous improvement.
Coordinate resource planning with Functional Leads to ensure capacity meets commercial commitments.

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.
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/CPA qualification required.
Experience in customer-facing roles , such as Business Advisory, Client Accounting, Virtual CFO, or Public Practice Accounting.
Team leadership experience
Strong 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., HubSpot, Salesforce).
Change management experience, particularly in helping SMEs transition to new service models.
Bonus: You have worked in a startup or run your own business. This is desired, but not absolutely required. In essence, we are looking for is individuals who have energy, hunger, humility and intelligence.

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.

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!

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Accounting/Auditing, Finance, and Sales
Industries
Accounting and Software Development

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