Technical Scoping Lead Customer - Bookkeeping & Payroll · Brisbane ·

Job Description

About Visory 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 As a Technical Scoping Lead , you’ll play a pivotal role in assessing customer financials, identifying workflows, and delivering actionable recommendations. Your efforts will directly impact customer satisfaction, onboarding efficiency, and ongoing service alignment. This role is perfect for someone who thrives on collaboration, enjoys solving complex problems, and is committed to delivering exceptional customer outcomes. An average day in this role is a blend of technical problem-solving, client engagement, and continuous improvement, all aimed at delivering high-quality finance services. You can expect to spend your time: Completing technical Scoping for Prospective Customers: Review prospective customer files to identify workflows tailored to their needs. Evaluate financial data to establish onboarding workflows for a clean and accurate financial baseline. Present findings to Account Executives to support financial health checks. Completing Re-scoping for Existing Customers: Assess current workflows to ensure alignment with evolving customer needs. Identify gaps or inefficiencies and recommend workflow adjustments. Collaborating and Reporting: Partner with Sales and Onboarding teams to align on findings and recommendations. Document and share scoping outcomes clearly to ensure seamless team communication. Provide insights that improve onboarding, service alignment, and product development. We’re looking for someone who has: Strong analytical skills and attention to detail. Experience in financial assessment, customer support, or a related field. Excellent communication and collaboration skills. Ability to manage multiple priorities and meet deadlines in a dynamic environment. What you might love about working at Visory: We have a flexible working environment, whether it’s picking up the kids from school or taking some time to enjoy the mid-day sunshine. We operate with a high level of autonomy where you determine how you help us achieve our goals. We are a remote-first team, so the role can be based anywhere in Australia or New Zealand. We connect in person frequently with our co-located colleagues, whether this is for coffee or in one of our many workspaces across Australia and New Zealand. Of course, if you prefer an office environment, you can utilise these workspaces as frequently as you like. 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. We are new at this and looking to experiment, likely making a few inevitable mistakes along the way (which is ok!). At times, we are building the bike while riding it. We won’t handhold you. 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. 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. #J-18808-Ljbffr