Customer Solutions Specialist (AU / NZ Remote)
We’re all about empowering businesses to unlock their full potential. Launched in early 2020, Visory is a fast‑growing startup that has built Australia and New Zealand’s first digital bookkeeping solution for small‑to‑medium businesses. We supercharge their 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 to focus on growth.
How you’ll make an impact
You are an experienced account manager or customer success professional with strong communication & relationship‑management skills. You thrive in a structured environment where process adherence, proactive engagement, and clear communication are key.
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 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 of experience in account management, customer success or franchise operations, ideally with CRM proficiency and exposure to structured service environments.Exceptional communication and relationship‑building skills, with a proven ability to manage clients or franchisees effectively.A 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 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 marketplace—creating better outcomes for hundreds of businesses.#J-18808-Ljbffr