Essential Job Duties
- Portfolio Monitoring & Intervention
- Maintain awareness of the implementation portfolio and monitor projects for early indicators of delay, risk, or disengagement.
- Intervene in customer engagements when projects trend outside milestone windows.
- Require corrective action plans from Project Managers and verify execution progress.
- Escalate and resolve blockers before materially impacting timelines or customer outcomes.
- Drive structured risk management practices across the team.
- Performance Management & Accountability
- Hold Project Managers accountable for milestone adherence, activity quality, customer responsiveness, and forward progress.
- Conduct frequent execution reviews focused on actions taken and measurable outcomes.
- Identify underperformance early and coach or course-correct appropriately.
- Establish clear expectations for pace, ownership, and customer guidance.
- Reinforce a culture where missed milestones trigger structured recovery plans.
- Process Improvement & Standardization
- Analyze portfolio trends to identify recurring implementation challenges.
- Translate learnings into standardized implementation playbooks and intervention frameworks.
- Partner with Operations and Product to support development of automated workflows and risk signals.
- Refine implementation workflows to reduce variability and rework.
- Promote consistent execution standards across all customer segments.
- AI & Scalable Operations
- Leverage available AI tools and reporting systems to monitor portfolio health indicators.
- Identify opportunities to automate internal workflows and customer touchpoints where appropriate.
- Support implementation of scalable processes that improve predictability and speed-to-value.
- Customer Outcomes & Cross-Functional Collaboration
- Accountable for implementation portfolio outcomes through transition to Client Success.
- Serve as escalation point for at-risk implementations.
- Partner cross-functionally to remove systemic barriers to delivery.
- Provide feedback to Product and Operations regarding recurring friction points.
- Team Leadership
- Develop Project Managers into proactive, accountable operators.
- Model urgency, clarity, and outcome ownership.
- Reinforce behaviors that drive measurable customer progress.
- Build a team culture centered on execution, discipline, and results.
- Key Performance Outcomes
- Reduction in abandoned implementations.
- Improved milestone adherence.
- Faster time-to-go-live and time-to-value.
- Improved early lifecycle adoption and retention.
- Increased standardization of implementation practices.
- Adoption of scalable workflow improvements.
Other Job Duties
- Other duties as assigned by supervisor or HHAeXchange leader.
Travel Requirements
- Travel 10-25%, including overnight travel
Required Education, Experience, Certifications and Skills
- Required
- 8–10 years of experience in SaaS implementations, onboarding, or customer delivery
- 3–5 years managing project managers or delivery teams
- Experience managing multi-project portfolios
- Demonstrated ability to hold teams accountable to measurable performance outcomes
- Strong operational decision-making and risk management skills
- Bachelor’s degree or equivalent experience
- Preferred
- Healthcare or homecare software experience
- Experience working across SMB to enterprise customer segments
- Experience building repeatable implementation processes
- Exposure to automation tools or AI-enabled workflow enhancements
- Experience improving retention or adoption outcomes
- Core Competencies
- Execution discipline
- Operational ownership
- Decisiveness
- Risk anticipation
- Pattern recognition
- Continuous improvement
- Data-driven management
What We Do
At HHAeXchange, we believe that healthcare should be simple, effective, and transparent. Since 2008, HHAeXchange has been at the forefront of delivering better homecare by helping payers and providers achieve operational efficiency, increase compliance, and improve patient outcomes. Today, HHAeXchange is the premiere homecare management software for the Medicaid LTSS population. Our acquisition of Annkissam, a leading provider of enterprise software for self-direction services, allows us to deliver the most complete, end-to-end homecare management solution in the market. We act as the single source of truth in connecting providers, payers, and members through our intuitive web-based platform, enabling unparalleled communication, transparency, and visibility.








