Visory
Built systems across customer acquisition, customer operations and finance, with increasing responsibility for product priorities.
Jul 2023 to present
Melbourne
Finance Automation Manager
May 2025 to present
Established repeatable close and reconciliation workflows, and automated month-end reporting and analytics. Work with engineers several times a week to shape the bookkeeping roadmap, prioritising financial impact and capacity for delivery teams.
Operations Lead
Jul 2024 to May 2025
Used customer usage data and LLM analysis of messages to understand churn. Turned those findings into changes to service delivery, including customer solutions specialists and alerts for unanswered messages and grievances. Contributed to churn reaching its lowest level in around a year.
Revenue Operations
Jul 2023 to Jun 2024
In a foundational role, established the sales systems and processes, rolling out HubSpot, dialling tools and more targeted prospecting workflows. Built a repeatable foundation that could be handed over to a junior team member.