At Visory, we are on a mission to transform the financial back office into business intelligence. Our platform connects businesses to expert talent and provides them with the tools and insights they need to thrive, ensuring that every small and medium-sized enterprise (SME) has access to the power of vision, enabling them to make informed decisions and drive their business forward.

Since our launch in early 2020, we've been revolutionising how businesses handle their financial management with our team of driven and talented individuals across finance, customer success, product, and engineering. Our diverse and geographically distributed team upholds the highest standards, thriving in a fast-paced, challenging environment with an unrelenting passion for customers and technology.

We value a product-first mindset—one that is not bound by limits and allows us to seek opportunities where others don’t.

The Opportunity

Our Implementation Leads are pivotal to Visory’s success. As an Implementation Lead, you will take charge of the end-to-end onboarding process, ensuring a seamless transition for new customers into Visory’s services. You'll not only implement and optimise client files but also design and establish efficient, scalable workflows that adhere to industry best practices.

In this role, you’ll work hand-in-hand with business owners as they embark on their journey with Visory, developing comprehensive implementation plans and driving operational efficiency. Collaboration is key — you’ll partner closely with our Growth team to scope and design top-tier service delivery for prospective clients and work cross-functionally with Sales, Customer Success, Product, and Quality teams to ensure alignment and continuous process optimisation. Your efforts will be crucial in setting a strong foundation for our customers and contributing to their ongoing success.

We’re looking for someone who has:

• Detailed exposure to Accounting practices throughout their career and is looking for an exciting career change working with a Tech-led startup
• Experience managing financial transformation of SMEs, including financial system integrations, project management and/or consultancy experience.
• Extensive technical bookkeeping knowledge of different finance processes including reconciliation, AP & AR, monthly management reporting and budget and cashflow forecasting
• Experience working across a portfolio of clients, or experience working in large complex businesses
• A passion for tidying up messy files! You love finding new ways to optimise systems and refine processes or cleaning up historical bookkeeping work, utilising your excellent attention to detail
• Experience with multiple modern accounting software systems like Xero, MYOB and Quickbooks, and other related third party software tools
• A deep understanding of SMEs financial back-office functions
• The ability to work remotely and use online messaging and video conferencing to engage with clients (1-2 Days in office per week).
• A Certificate IV in Bookkeeping and/or Financial Services or a similar qualification

What you might love about working at Visory:

• You will get to work with a team of highly aligned Bookkeepers in an environment that fosters collaboration and knowledge sharing
• A flexible working environment, whether it’s picking up the kids from school or taking some time to enjoy the mid-day sunshine.
• High autonomy where you determine how you help us achieve our goals
• Remote hybrid: Embrace the best of both worlds with our Remote Hybrid Working Arrangement. This role offers the flexibility to work from home while also providing opportunities to collaborate in person at our office(1-2 days per week). You'll enjoy the autonomy of remote work, balanced with the benefits of face-to-face interactions, ensuring seamless teamwork and strong connections with colleagues. This arrangement is designed to support your productivity, work-life balance, and professional growth in a dynamic and flexible environment.

Our Values:

• People First – Empathy and humility over all else
• No limits mindset - Fear of failure? It’s low around here. When we fail, we fail fast
• Honesty - Constructive confrontation and continuous feedback is key
• Results driven - We are output focused and don’t respect superficiality
• Resilience - We value grit: perseverance is our “middle name”
• Integrity - We always do what’s right, not what’s convenient

What to consider before applying:

• We’re a start-up that is growing very quickly
• At times, we are building the bike while riding it
• We have a highly autonomous environment. However, this doesn’t mean we don’t work as a team
  
• We offer unvarnished honesty and love continuous feedback

Our Hiring Process:

• Our first introduction – 30 minute phone call
• Getting acquainted and understanding your skills – 1-2 Calls, 1 hour
• Culture and values interview - 1 hour call
• Decision

Department

Customer - Bookkeeping & Payroll

Locations

Melbourne

Remote status

Hybrid Remote

Employment type

Full-time