Senior Implementation Manager

ICANotes LLC

. 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 .

Posted 10/2/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex EHR implementations and migrations, ensuring high adoption rates and customer satisfaction. Proficient in relationship management with practice leadership and capable of translating detailed account information into strategic updates for executive stakeholders.

Highest-signal resume keywords

EHR Implementation ManagementChange ManagementCustomer Relationship ManagementZoho CRM ProficiencyBehavioral Health Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Implementation ManagementOnboardingCustomer DeploymentMigration StrategyData ConversionWorkflow AnalysisKPI ManagementPost-Implementation ReviewRisk ManagementAdoption Rate Improvement

Soft Skills

Clear CommunicationMentoringProblem SolvingAdaptabilityStakeholder Engagement

Tools & Technologies

Zoho CRM

Industry Keywords

EHR SoftwareBehavioral HealthMental Health PracticesIOPOMHCPsychiatric Rehab

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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)