ICANotes LLC

Account Manager – On-Site Training, Client Success

ICANotes LLC

full-time

Posted on:

Location Type: Hybrid

Location: Arizona • California • United States

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About the role

  • 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

Requirements

  • 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
  • Experience in healthcare, health IT, SaaS, or regulated environments is a plus, but not required
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)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills
communication skillspresentation skillsinterpersonal skillsproblem-solving skillssolutions-oriented mindsetability to manage multiple accountsability to prioritizeindependent workingcollaborationrelationship building