ICANotes LLC

Account Executive

• Generate new business opportunities through strategic outbound prospecting efforts including cold calls, email campaigns, LinkedIn outreach, referral development, and territory-based targeting.
• Build and maintain a consistent pipeline of behavioral health providers, clinics, group practices, and CMHCs.
• Conduct high-volume outbound activity while maintaining personalized and consultative engagement.
• Own the full sales cycle from prospecting through close.
• Conduct discovery calls to understand operational, clinical, financial, and workflow challenges within behavioral health organizations.
• Deliver compelling product demonstrations aligned to customer pain points and organizational goals.
• Consultative Selling Position ICANotes as a strategic partner in improving documentation efficiency, compliance, clinician experience, and operational outcomes.

Account Executive – West Coast

Billing Specialist

• Oversee and manage the implementation and onboarding process for Inovalon wholesale customers on both ICANotes Classic and Plus, ensuring proper setup and configuration in ICANotes to meet the practice's billing needs, successful EDI/ERA enrollment submission, and seamless coordination of training and testing.
• Complete clearinghouse integrations in ICANotes Plus for all supported clearinghouses, including testing and back-end configuration.
• Conduct training sessions for clients on the Inovalon Portal for billing functionalities, claims processing, and revenue cycle management best practices.
• Identify, investigate, and resolve issues related to billing setup, claim submissions, and payment processing, triaging to other teams as needed.
• Work closely with product, engineering, and support teams to escalate and resolve complex billing-related issues.
• Maintain detailed documentation of client configurations, implementation progress, and issue resolutions.
• Submit Inovalon new customer account requests, complete account setups, run Inovalon demos and initial onboardings, edit forms and obtain signatures for enrollments, process Inovalon cancellation requests, manage Inovalon Classic-to-Plus migrations, and represent the function in team meetings.

International Billing Implementation Coordinator

Financial Planning and Analysis

• Lead preparation of annual budgets, quarterly forecasts, and rolling financial projections
• Perform in-depth variance analysis, identifying root causes and recommending counter measures to leadership
• Develop and maintain financial models that reflect underlying business drivers
• Conduct retention, cohort tracking, and churn analysis to surface trends and inform strategic decisions
• Analyze user expansion and contraction metrics to support growth initiatives
• Develop forward-looking insights into key revenue and business metrics
• Act as a trusted business partner to cross-functional teams, gathering inputs, validating assumptions, and ensuring models reflect true business dynamics
• Support ad hoc scenario analysis, sales pipeline reviews, pricing studies, and margin analyses
• Partner with sales leadership on quota planning and go-to-market financial support
• Translate complex financial data into clear narratives that resonate with both financial and non-financial audiences
• Prepare and present materials to senior stakeholders with clarity and confidence

Account Executive – West Coast

International Billing Implementation Coordinator

Senior FP&A Analyst