ARVO

Account Manager

• Manage the complete client lifecycle, including onboarding, training, account management, renewals, and upselling activities.
• Coordinate the transition of new clients from the sales team and oversee successful onboarding and implementation processes.
• Facilitate device deployment and guide healthcare providers through setup and training requirements.
• Maintain regular communication with clients to strengthen relationships, provide support, and reinforce return on investment.
• Identify opportunities to expand existing accounts and increase customer lifetime value.
• Drive subscription renewals and support ongoing revenue growth initiatives.
• Troubleshoot client concerns and collaborate with internal teams to ensure timely resolution of issues.
• Deliver exceptional customer service and contribute to the continuous improvement of client engagement strategies and processes.
• Maintain accurate client records and activity tracking within CRM systems.
• Monitor account performance metrics and proactively address potential churn risks.

Account Manager – Customer Success

Financial Planning and Analysis

• Serve as a strategic finance partner to clients; understand their vision, business model, and key goals.
• Analyze financial performance and deliver insight-driven recommendations to fuel growth and operational efficiency.
• Translate complex financial data into strategic narratives that drive business action and clarity.
• Collaborate with internal teams and provide mentorship to junior staff to maintain high standards of client delivery.
• Provide forward-thinking solutions to nuanced business challenges across a range of industries.
• Lead client meetings and workshops with clear, actionable outputs tied to strategic objectives.

Strategic Financial Manager

• Prepare and present monthly management accounts
• Oversee month-end close processes and reconciliations
• Maintain accurate financial records and ensure compliance with relevant accounting standards
• Support budgeting, forecasting, and variance analysis
• Liaise with external auditors and service providers
• Identify process improvements and implement controls where needed
• Provide ad hoc financial analysis and reporting to leadership

Account Manager – Customer Success

Strategic Financial Manager

Finance Manager