ICANotes LLC ยท 4 days ago
Account Manager (On-Site Training & Client Success)
Remote (United States)
Full-time
Onsite
Mid LevelICANotes LLC is a company that specializes in delivering robust electronic health record solutions for behavioral health. They are seeking a relationship-driven Account Manager to support mid-sized and enterprise-level clients post-implementation, ensuring client satisfaction and success through training and ongoing support.
Health CareSoftware
Responsibilities
Manage a portfolio of mid-sized and large ICANotes client accounts post-implementation
Conduct on-site and virtual trainings for individual users and teams as needed
Serve as the primary point of contact for assigned ICANotes accounts, building strong, long-term relationships
Support clients with workflow optimization, system adoption, and best practices within ICANotes
Identify client needs and coordinate with internal ICANotes teams including support, training, product, and leadership
Proactively monitor account health, engagement, and satisfaction
Assist with issue escalation, follow-up, and resolution to ensure timely outcomes
Participate in client meetings, check-ins, and reviews both remotely and on-site
Maintain accurate documentation of client interactions and account activity
Support additional projects, initiatives, or responsibilities as ICANotes continues to grow and evolve
Qualification
Required
Experience in account management, client success, training, or other customer-facing roles
Comfort working directly with clients in professional on-site environments
Strong communication, presentation, and interpersonal skills
Ability to manage multiple accounts and priorities simultaneously
Willingness and ability to travel up to 20% of the time
Comfortable working independently while collaborating with cross-functional teams
Strong problem-solving skills with a flexible, solutions-oriented mindset
Preferred
Experience delivering electronic software or workflow training
Familiarity with enterprise or mid-market client environments
Background in healthcare, behavioral health, or compliance-driven industries
Ability to adapt quickly in a fast-paced, evolving organization
Benefits
Healthcare (medical, dental, vision)- company pays for up to 75% of health insurance for both employee and dependents - some plans with HSA options
Basic term and optional term life insurance
Short-term disability (paid for by the company) and long-term disability
401(k) and employer-matched retirement plan
Paid time off that includes 8 sick leave days per year (80-hour annual rollover), 6 personal days per year (rollover all), and 12 vacation days per year (rollover all)
Company
ICANotes LLC
ICANotes is the most clinically robust web-based Electronic Health Records software (EHR, EMR) for psychiatrists and other mental health professionals.
Founded in 1999
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Sandy Crowley
Chief Marketing Officer
Company data provided by crunchbase