The Role

Visory isn’t a traditional firm with billable-hour spreadsheets, we’re a tech-first platform rewriting how finance work gets done for SMEs. Our platform blends AI-powered workflows, real-time dashboards, and a global bench of vetted Experts so SMEs can access CFO-level rigour without the big business price tag.

As a Team Manager, you’ll own the day-to-day delivery engine for a team of bookkeeping & payroll Experts. You'll drive workflow completion to SLA, safeguard technical quality, and grow a high-performing team so Visory customers receive accurate insights, on-time, every time.

With Visory, you will be helping small-to-mid-market businesses tap enterprise-grade finance ops—and doing it at startup speed. If you’re excited to blend people and operational leadership with tech to disrupt professional services, this is the role for you.

Your Responsibilities

Workflow Management

Manage allocation of workflows across your Experts, balancing capacity, skill, and deadlines

Monitor daily workflows and ensure every step meets its SLA

Identify at-risk tasks early; re-allocate or escalate to keep work on track

Communicate ad-hoc workflow changes and scope shifts to Experts

Keep workflows up-to-date so they accurately reflect the scope, frequency, and deliverables for each customer

Quality Ownership

Own the quality of all work produced by your Experts

Review key workflow milestones

Track error rates, run root-cause analysis, and feed insights to Product & Quality teams

Technical Support & Escalations

Act as first point of contact for Expert questions on bookkeeping, payroll, or platform nuances

Support Business Performance Partners (BPPs) with complex, customer-facing technical issues—join calls when needed

Investigate significant errors; craft remediation plans and confirm fixes

People Leadership

Lead, coach, and develop a team of Bookkeeping and payroll Experts

Run regular 1:1s, feedback loops, and performance reviews

Build clear career pathways and foster a customer-centric mindset

Manage Expert performance; address under-performance promptly

Documentation & Process Governance

Ensure Experts keep customer documentation, manuals, and process notes current

Champion consistent process adherence and version control across the team

Skills & Experience

Operational Finance or Public Practice Experience

2+ years leading teams that deliver day-to-day accounting processes (AP/AR, reconciliations, payroll, month-end) - whether inside a finance function (Finance Manager / Financial Controller) or in an outsourced bookkeeping/BPO or public-practice firm serving multiple clients.

Hands-on mastery of bookkeeping mechanics, payroll compliance, and the controls that keep a back office humming.

You're a registered BAS agent

Bookkeeping-team leadership

Proven ability to recruit, coach, and motivate bookkeepers in an outsourced or firm environment, driving SLA adherence and quality targets.

Comfortable running performance reviews, setting clear expectations, and having direct, empathetic conversations when standards slip.

Cloud accounting native

Deep experience with Xero, KeyPay, and allied apps (Dext, ApprovalMax, etc.).

Capable of rolling up sleeves to investigate issues or unblock workflows.

Process-improvement mindset

Track record of tightening SLAs, automating manual steps, and standardising documentation and customer manuals.

Data-literate: you live in dashboards, spot trends early, and translate insights into action.

Customer-facing confidence

Able to step into complex technical discussions with customers (or their auditors) and translate accounting jargon into plain English.

Experience partnering with commercial and operational stakeholders to solve pain points.

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

Our Hiring Process

Our first introduction – 30 minute phone call

Online technical assessment - 60 minutes

Getting acquainted and understanding your skills – 1 hour MS Teams call

Culture and values interview - 1 hour MS Teams call

Decision

Sometimes our emails might go to your junk mail – please check there if you haven’t heard from us.

www.visory.com.au