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 key to Visory’s success. In this role, you’ll take ownership of the entire onboarding process, ensuring new customers transition smoothly onto Visory’s platform.

You’ll guide SMEs through every step, from managing the change process to training their teams on how to effectively use Visory’s workflows and services. Your focus will be on setting customers up for long-term success, ensuring they adopt our platform seamlessly and fully leverage its capabilities to optimise their financial operations.

Working closely with cross-functional teams, you’ll implement best practices and continuously refine the onboarding experience. This role is perfect for someone passionate about working directly with customers, helping them transform their operations while providing ongoing support and empowerment throughout the transition.

What You’ll Do:

Customer Onboarding & Financial Transformation

• Lead the end-to-end onboarding process for new customers, ensuring a seamless transition into Visory’s services.

• Design and implement financial workflows that align with industry best practices.

• Develop comprehensive implementation plans with clear milestones and deliverables.

• Collaborate with cross-functional teams, including Visory marketplace Experts, to ensure successful delivery of implementation plans.

• Ensure a positive customer experience by maintaining clear communication, managing expectations, and addressing any challenges.

• Help customers navigate changes as they implement new workflows, providing guidance and support during the transition.
  

Training & Platform Integration

• Provide hands-on training to customers on the Visory platform, ensuring they are fully equipped to use its features and functionalities.

Cross-Functional Collaboration

• Partner with Customer Success and Marketplace Talent team to ensure smooth post-implementation handovers.

• Work closely with Product and Quality teams to integrate best practices into platform workflows, ensuring continuous improvement.

We’re looking for someone who has:

• Experience in customer onboarding, project management, or implementation roles, with a focus on optimising processes and workflows.

• Experience managing financial and or system transformation of SMEs, including financial system integrations.

• Ability to understand financial workflows and industry best practices, with a general understanding of operational efficiency.

• Some exposure to accounting or back-office finance practices throughout their career is advantageous

• Excellent communication and project management skills, with the ability to guide customers through change management processes.

• Experience in training customers on software platforms, ensuring high levels of adoption and usage.
  
  
  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