Customer Solutions Specialist (AU/NZ Remote)Visory • WorkFromHome, Canterbury, New Zealand

Customer Solutions Specialist (AU / NZ Remote)

Visory • WorkFromHome, Canterbury, New Zealand

1 day ago

Job description

Customer Solutions Specialist (AU / NZ Remote)

Join to apply for the Customer Solutions Specialist (AU / NZ Remote) role at Visory. At Visory, we're all about empowering businesses to unlock their full potential. Launched in early 2020, we are a fast growing startup, 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...

You are an experienced account manager or customer success professional with strong communication and relationship management skills. You thrive in a structured environment where process adherence, proactive engagement, and clear communication are key to success. You enjoy supporting business owners, understand the complexities of franchise or small‑business operations, and bring a commercial mindset to every interaction. You’re comfortable juggling multiple accounts, spotting opportunities for improvement, and ensuring every franchise partner feels supported and valued.

What You’ll Be Doing...

Relationship & Account Management

Act as the main point of contact for franchise partners, providing ongoing operational and account support.
Build trusted relationships through proactive communication and regular engagement.
Ensure franchisees adhere to established processes and service standards.
Manage escalations and resolve issues efficiently to maintain franchise satisfaction.
Coach franchisees to the standards agreed to with Head Office across bookkeeping, COA and payroll.

Operational Delivery

Oversee consistent execution of Visory workflows across all franchise accounts.

Collaborate with internal teams (Customer Solutions, Onboarding, Product, Finance) to address franchisee needs.

Maintain accurate, up-to-date account documentation within CRM systems.

Support reporting and analysis of franchise performance metrics.

Customer Advocacy & Continuous Improvement

Represent the voice of the franchise network within Visory, identifying trends, risks, and opportunities.

Share insights to enhance processes, tools, and service models.

Support the rollout of process improvements and system updates to the franchise group.

Commercial Support

Monitor service delivery scope and ensure franchisees are receiving and paying for the correct service levels.

Identify opportunities to add value through improved processes or service enhancements.

Support renewal discussions and retention efforts.

We’re looking for someone who has...

2–4 years’ experience in account management, customer success, or franchise operations, ideally supported by CRM proficiency and exposure to structured service environments.

Exceptional communication and relationship-building skills, with a proven ability to manage clients or franchisees effectively.

Strong organisational and process‑oriented mindset, balancing multiple priorities while maintaining high attention to detail.

A commercial and analytical approach — understanding how operational decisions impact financial and business outcomes.

The ability to collaborate across teams, solve problems proactively, and deliver consistent, high‑quality customer experiences.

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.

Seniority level

Not Applicable

Employment type

Full‑time

Job function

Consulting, Information Technology, and Sales

#J-18808-Ljbffr

Create a job alert for this search

Customer Specialist • WorkFromHome, Canterbury, New Zealand

Related jobs

Customer Service Specialist - 6 month Fixed Term

Foodstuffs North Island • WorkFromHome, Canterbury, New Zealand

Customer Service Specialist – 6 months Fixed Term.You know Gilmours, New World, PAK’nSAVE and Four Square right? That’s us!. With 300+ stores and over 24,000 Foodies across Te Ika-a-Maui, our North ...Show more

Last updated: 15 days ago • Promoted

Customer Service Specialist - 6 month Fixed Term

Foodstuffs North Island Limited • WorkFromHome, Canterbury, New Zealand

Customer Service Specialist – 6 months Fixed Term.You know Gilmours, New World, PAK’nSAVE and Four Square right? That’s us! With 300+ stores and over 24,000 Foodies across Te Ika-a-Maui, our North ...Show more

Last updated: 15 days ago • Promoted

Engineering Product Analytics Implementation Specialist New Zealand (Remote) FullTime

Leonardo Interactive Pty • WorkFromHome, Canterbury, New Zealand

Ai, we are advancing our generative AI platform to empower millions, regardless of expertise, with intuitive tools for creating high-quality images and videos. We’re looking for a Product Analytics ...Show more

Last updated: 30+ days ago • Promoted

Growth-Focused Product Manager, Customer Growth (Remote NZ)

EverCommerce • WorkFromHome, Canterbury, New Zealand

A leading service commerce platform is seeking a Product Manager for their Customer Growth team.This full-time remote role requires 5+ years of product management experience and a strong capability...Show more

Last updated: 7 days ago • Promoted

D365 CE Tech Consultant — Remote & Flexible Hours

Datacom • WorkFromHome, Canterbury, New Zealand

A leading IT services provider in New Zealand is seeking a Technical Consultant specializing in Dynamics 365 Customer Engagement (D365 CE). This role involves delivering high-quality technical solut...Show more

Last updated: 8 days ago • Promoted

EverWell - Group Product Manager (Remote, NZ)

EverCommerce • WorkFromHome, Canterbury, New Zealand

EverCommerce (Nasdaq : EVCM) is a leading service commerce platform, providing vertically tailored, integrated SaaS solutions that help more than 600,000 global service-based businesses accelerate g...Show more

Last updated: 29 days ago • Promoted

Senior Customer Reliability Engineer (NZ / AUS)

Replicated Inc. • WorkFromHome, Canterbury, New Zealand

Replicated is a Commercial Software Distribution Platform.Replicated helps software vendors distribute their applications into self-hosted environments like VPC, on-prem, air gap, and more.With a s...Show more

Last updated: 30+ days ago • Promoted

Business Insurance Sales Consultant - New Zealand

BizCover • WorkFromHome, Canterbury, New Zealand

We dominate the SME business insurance market by having an online platform that makes comparing and buying business insurance a super easy process. Not to toot our own horn but we have been recogniz...Show more

Last updated: 28 days ago • Promoted

EverWell - Technical Support Specialist (Remote, NZ)

EverCommerce • WorkFromHome, Canterbury, New Zealand

EverCommerce (Nasdaq : EVCM) is a leading service commerce platform, providing vertically tailored, integrated SaaS solutions that help more than 690,000 global service-based businesses accelerate g...Show more

Last updated: 17 days ago • Promoted

New Zealand Private Client Director | Wellington, NZ

Fisher Investments • WorkFromHome, Canterbury, New Zealand

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiri...Show more

Last updated: 30+ days ago • Promoted

Technical Support Engineer (Remote, NZD)

CrowdStrike • WorkFromHome, Canterbury, New Zealand

As a global leader in cybersecurity, CrowdStrike protects the people, processes and technologies that drive modern organizations. Since 2011, our mission hasn’t changed — we’re here to stop breaches...Show more

Last updated: 6 days ago • Promoted

Remote D365 F&O SCM & AWMS Lead Consultant

HSO Enterprise Solutions GmbH • WorkFromHome, Canterbury, New Zealand

A technology consulting firm is seeking a D365 F&O Lead SCM + AWMS Consultant in Auckland, New Zealand.This role involves leading the design and implementation of Supply Chain and Warehouse Managem...Show more

Last updated: 7 days ago • Promoted

Technical Support Engineer (Remote, NZD)

CrowdStrike Holdings, Inc. • WorkFromHome, Canterbury, New Zealand

What You’ll Do : • • • • • • • •What You’ll Need : • • • • • • • •Bonus Points : • • • • • • • •ONE of the below specialization domains : • • • • • • • •SIEM / SOAR : • • • • • • • •Identity Management : • • • • • • • •Cloud Technologies : • • • •#LI-NR1#LI-...Show more

Last updated: 6 days ago • Promoted

Remote SaaS Tech Support Lead (NZ)

EverCommerce • WorkFromHome, Canterbury, New Zealand

A leading service commerce platform is seeking a Technical Support Specialist to investigate and resolve complex customer issues. This role involves collaboration with cross-functional teams and enh...Show more

Last updated: 8 days ago • Promoted

Remote Operations & AI Support Specialist

Taskify AI • WorkFromHome, Canterbury, New Zealand

A digital solutions company is seeking motivated individuals for a flexible, part-time role in New Zealand.This position offers 100% remote work and involves supporting various tasks such as conten...Show more

Last updated: 4 days ago • Promoted

Technical Customer Success Specialist (New Zealand)

Bitwarden • WorkFromHome, Canterbury, New Zealand

Technical Customer Success Specialist (New Zealand).Bitwarden is the trusted identity security leader for millions of users worldwide, empowering enterprises, developers, and individuals to securel...Show more

Last updated: 20 days ago • Promoted

Tech Solutions Specialist : Install, Demo & Support Pro

The Warehouse Group • Canterbury, New Zealand

A leading retail company in New Zealand is seeking a Tech Solutions Specialist to provide exceptional customer service by delivering and installing technology products. This role is perfect for some...Show more

Last updated: 7 days ago • Promoted

EverWell - Product Manager, Customer Growth (Remote, New Zealand)

EverCommerce • WorkFromHome, Canterbury, New Zealand

EverWell - Product Manager, Customer Growth (Remote, New Zealand).EverCommerce (Nasdaq : EVCM) is a leading service commerce platform, providing vertically tailored, integrated SaaS solutions that h...Show more

Last updated: 14 days ago • Promoted