Senior Implementation Manager

ICANotes LLC

• $100K — $120K *
Healthcare
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in implementation or onboarding of EHR or similar healthcare software, especially with complex or high-risk accounts.
  • Proven ability to independently manage large-scale customer transitions with little oversight.
  • Strong change management skills, particularly in achieving high adoption rates at the account level.
  • Comfortable as the final escalation point for account issues.
  • Excellent communication skills, capable of translating technical details for leadership-level discussions.

Responsibilities

  • Own a portfolio of complex Classic-to-Plus migrations and new practice onboardings from start to finish.
  • Serve as a single point of accountability for milestone adherence, timeline, and satisfaction in each account.
  • Drive migration lifecycles by adapting processes to individual practice needs and complexities.
  • Utilize Zoho CRM to maintain real-time updates on milestones and blockers in your accounts.
  • Identify migration risks early and manage or escalate issues to ensure smooth transitions.
  • Contribute firsthand insights to improve the migration playbook based on account experiences.
  • Engage directly with cross-functional teams to resolve blockers and ensure client success.

Benefits

  • Opportunity to work on high-visibility, complex implementations with significant impact.
  • Role focused on practical execution rather than management of others.
  • Access to mentorship opportunities, helping to guide and shape junior team members.
  • Direct engagement with leadership for impactful account management.
  • Flexibility to adapt processes based on real-world experiences in implementation.
Full Job Description
The Senior Implementation Manager personally owns a book of the company's most complex ICANotes Plus implementations and Classic-to-Plus migrations from kickoff through go-live through adoption. This is not a management-of-managers role: it's the person practices call when the migration is large, messy, or politically sensitive, and the person Product and CS turn to for ground-truth on what's actually breaking during migration. You carry a live caseload every day, and your credibility comes from what you personally deliver, not from what a team under you delivers. Alongside your own book, you're the most senior execution voice in the function - the first person consulted when the playbook needs to change, and the natural mentor for other specialists, without formal management responsibility for them. Key Responsibilities Own a Book of Implementations (primary responsibility) • Personally run a portfolio of concurrent Classic-to-Plus migrations and new-practice onboardings, end to end - kickoff, configuration, training, go-live, and post-go-live stabilization • Be the single point of accountability for every account in your book: milestone adherence, timeline, satisfaction, and time-to-value • Serve as your accounts' primary relationship owner, including with practice owners, office managers, and clinical leads • Carry the highest-risk, highest-visibility, and multi-entity migrations as your core caseload - not as occasional escalations layered on top of someone else's work Migration & Onboarding Execution • Drive each account through the full migration lifecycle using the current playbook, adapting sequencing and pacing to the practice's size, workflow complexity, and risk tolerance • Use Zoho CRM as the system of record for your own book - milestones, blockers, dependencies, and status kept current in real time • Identify migration risk early (data conversion issues, workflow mismatches, staff adoption resistance) and resolve or escalate before it threatens the account • Run post-go-live check-ins to confirm adoption is sticking, not just that go-live happened Playbook & Process Contribution • Feed what you learn from your own accounts directly back into the migration methodology - you're a primary source of what the playbook gets wrong, not just an executor of what it gets right • Partner with Product on migration eligibility, sequencing, and risk-tolerance questions using firsthand account evidence • Help onboard and mentor other Implementation Specialists on complex-account technique, informally and by example rather than as a formal reporting line Cross-Functional Partnership • Work directly with Product, Support, and Training to unblock your own accounts - you own resolution of the specific blockers hitting your book, not systemic process redesign • Surface account-level data and narrative that feeds into leadership's portfolio-level and board/Sheridan-facing reporting on migration health Reporting & Accountability • Report the health of your own book to leadership on a regular cadence: at-risk accounts, timeline adherence, satisfaction signals, and root causes of delay • Own your book's KPIs (time-to-value, adoption rate, satisfaction, timeline adherence) and be personally accountable for hitting them • Lead your own post-implementation reviews for troubled accounts in your book and turn findings into concrete playbook changes Customer Success at Scale • Deliver a consistently seamless, professional onboarding experience across every account in your book, regardless of practice size or complexity • Personally engage with practice leadership when executive-level relationship management is warranted • Escalate to company leadership only when an account risk exceeds what you can resolve directly - not as a routine handoff mechanism Key Objectives • Personally carry and successfully migrate a defined book of the most complex Classic-to-Plus accounts, using Zoho CRM as the system of record for milestones, blockers, and dependencies • Hit time-to-value, adoption, and satisfaction targets for every account in your book • Be the primary source of firsthand insight that keeps the migration playbook accurate as customer segments and product capability evolve • Build a track record and technique that other Implementation Specialists can learn from, without needing a formal management structure to transmit it Qualifications Required • 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, and the ability to translate account-level detail into leadership-level updates Preferred • Prior experience specifically with behavioral health or mental health practices • Experience partnering with Product on migration strategy, segmentation, or retention analysis • Familiarity with Zoho CRM as a personal account-management tool • Experience mentoring other implementation specialists informally, without formal management responsibility • Familiarity with multiple program types and their workflows - IOP, OMHC, and Psychiatric Rehab - is a plus

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