
11 - 50 employees
Founded 1998
🏥 Healthcare
🔌 API
🛍️ eCommerce
Healthcare • API • eCommerce
ICANotes LLC is a company that specializes in providing digital solutions for managing links and QR codes to enhance audience engagement and connectivity. Through their platform, they offer tools such as URL shorteners, customizable QR codes, and analytics features that enable businesses to effectively track and optimize their communication strategies. ICANotes is dedicated to helping organizations create stronger interactions with their customers by making digital connections seamless and efficient.
🔥 10 minutes ago
🇺🇸 United States – Remote
⏰ Full Time
đźź Senior
🛠️ Implementation Specialist
đź‘» Ghost score 10%
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11 - 50 employees
Founded 1998
🏥 Healthcare
🔌 API
🛍️ eCommerce
Healthcare • API • eCommerce
ICANotes LLC is a company that specializes in providing digital solutions for managing links and QR codes to enhance audience engagement and connectivity. Through their platform, they offer tools such as URL shorteners, customizable QR codes, and analytics features that enable businesses to effectively track and optimize their communication strategies. ICANotes is dedicated to helping organizations create stronger interactions with their customers by making digital connections seamless and efficient.
• Personally run a portfolio of concurrent Classic-to-Plus migrations and new-practice onboardings end to end, including kickoff, configuration, training, go-live, and post-go-live stabilization • Own milestone adherence, timelines, satisfaction, and time-to-value for every account • Serve as primary relationship owner for practice owners, office managers, and clinical leads • Carry the highest-risk, highest-visibility, and multi-entity migrations as the core caseload • Drive accounts through the migration lifecycle, adapting sequencing and pacing to practice size, workflow complexity, and risk tolerance • Maintain milestones, blockers, dependencies, and status in Zoho CRM in real time • Identify and resolve or escalate migration risks, including data conversion issues, workflow mismatches, and staff adoption resistance • Run post-go-live check-ins to confirm sustained adoption • Feed firsthand account learnings into the migration methodology and playbook • Partner with Product on migration eligibility, sequencing, and risk-tolerance questions • Informally onboard and mentor other Implementation Specialists on complex-account techniques • Work with Product, Support, and Training to unblock account-specific issues • Surface account-level data and narrative for leadership and board/Sheridan-facing migration-health reporting • Report book health, at-risk accounts, timeline adherence, satisfaction signals, and delay root causes to leadership • Own KPIs including time-to-value, adoption rate, satisfaction, and timeline adherence • Lead post-implementation reviews for troubled accounts and convert findings into playbook changes • Personally engage practice leadership when executive-level relationship management is warranted • Escalate to company leadership only when account risk exceeds direct resolution capacity
• 5+ years personally running implementation, onboarding, or customer deployment engagements in EHR or comparable healthcare software, including complex or high-risk accounts • Demonstrated ability to independently own and successfully close out large, high-stakes customer transitions with minimal oversight • Strong change-management skills, with experience driving high adoption rates on individual accounts • Comfortable being the last line of defense on an account • Clear, credible communication with practice owners and clinical leadership • Ability to translate account-level detail into leadership-level updates • Prior experience specifically with behavioral health or mental health practices (preferred) • Experience partnering with Product on migration strategy, segmentation, or retention analysis (preferred) • Familiarity with Zoho CRM as a personal account-management tool (preferred) • Experience mentoring other implementation specialists informally, without formal management responsibility (preferred) • Familiarity with IOP, OMHC, and Psychiatric Rehab program types and workflows (a plus)
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