Senior Customer Success Manager
Collectly
Senior Customer Success Manager
Collectly
AI-powered patient financial engagement platform
Collectly is a fast-growing healthcare technology company transforming revenue cycle management (RCM) through AI-driven automation. Millions of patients navigate inefficient billing systems every day, while providers face delayed payments, rising administrative burden, and operational complexity.
Collectly applies artificial intelligence to automate workflows, accelerate cash flow, and modernize the patient financial experience; enabling healthcare organizations to operate more efficiently and focus on delivering care.
There could not be a hotter space to play in. Healthcare is a $4.9T industry and is adopting AI technology at 2.2x the rate of the rest of the economy. RCM is at the heart of this transformation as it has a clear and demonstrable ROI to our customers.
We are seeking a Senior Customer Success Manager to help us foster strong relationships and growth within our existing customer base. This is an exciting opportunity to get in at the ground floor with maximum potential for career growth and the ability to make an immediate impact on the success of our customers. Our ideal candidate has experience in a Startup environment, and has worked with 6 & 7 figure size clients.
This role will be measured by GRR, NRR, and CSAT.
Cultivate strong relationships with enterprise customers, developing tailored success plans to drive product adoption, growth, and retention
Proactively communicate new features and enhancements to the Collectly product, ensuring customers are informed and engaged
Conduct comprehensive training sessions for new users on the Collectly platform, enabling them to maximize its benefits
Collaborate closely with the product team to align the product roadmap with customer needs, ensuring ongoing relevance and value
Facilitate Quarterly Business Reviews (QBRs) with key stakeholders, driving strategic discussions and identifying opportunities for mutual growth
Advocacy: harness customer relationships to create compelling case studies, secure referrals, and generate positive reviews for Collectly
Serve as the primary point of contact for customer inquiries and escalations, providing timely and effective resolutions and partnering with product and support
Monitor customer usage and performance metrics, identifying trends and opportunities to optimize their experience and drive increased value
Identify expansion opportunities within existing accounts, driving upsell and cross-sell
Act as a customer advocate within the company, ensuring that customer feedback and insights are shared across relevant teams to drive continuous improvement
Stay informed about industry trends and best practices, leveraging this knowledge to provide strategic guidance and advice to customers
Participate in relevant industry events and conferences to network with customers and industry peers, representing Collectly as a thought leader in the space
Within the first 90 days:
Complete onboarding and develop a deep understanding of Collectly's platform, RCM workflows, and the competitive landscape
Conduct introductory meetings with all assigned enterprise accounts to establish relationships and assess health, risks, and opportunities
Shadow QBRs and customer escalations to understand existing processes and customer expectations
Identify and develop tailored action plans for all assigned accounts, prioritizing by health score, renewal timeline, and expansion potential
Over two quarters, success includes:
Own and execute QBRs across the full enterprise book, with executive-level stakeholder participation
Achieve a net revenue retention (NRR) target of 120%+ across managed accounts
Drive measurable product adoption improvements across the portfolio, tracked via usage metrics
Successfully close at least 2 upsell or expansion opportunities in collaboration with the sales team
Develop at least 1–2 customer case studies or references from your book of business
Establish yourself as a trusted internal voice of the customer — with documented feedback loops into Product and Engineering
Contribute to the refinement of CS playbooks, QBR templates, or onboarding processes
8+ years experience in a customer success role at a SaaS company
Experience managing enterprise accounts ($500k-$1M+ARR) with complex, multi-stakeholder relationships
Strong understanding of customer success principles and methodologies
Excellent communication and interpersonal skills, with the ability to build rapport and trust with customers
Demonstrated unwavering passion and drive with a commitment to proactive communication and a commitment to innovation
Demonstrated ability to manage multiple projects and priorities simultaneously
Analytical mindset with the ability to interpret data and trends to drive strategic recommendations
Experience working cross-functionally with sales, product, and support teams
Proficiency in CRM software and other relevant tools
Located in the San Francisco Bay Area
Alignment with Collectly's GTM Values:
We are owners - we have humility and put the team first.
We know our numbers - we are data-driven and understand how to impact our business internally and our customers' business externally.
We are AI powered - we automate easy repetitive tasks and research so we can solve harder problems and have a greater impact.
8+ total years of experience in a retention based client-facing role
3+ years working with or alongside Revenue Cycle Management (RCM) teams, billing departments, or healthcare finance stakeholders
Experience in healthcare SaaS, health tech, or digital health companies
Familiarity with RCM workflows — claims processing, denial management, coding, reimbursement cycles, prior authorization, etc.
Understanding of key healthcare stakeholders: CFOs, Revenue Cycle Directors, Billing Managers, Practice Administrators
Builds deep, trust-based relationships across multiple levels of an account (end users to C-suite)
Maintains high executive engagement and serves as a strategic advisor, not just a support contact
Proactively identifies and develops internal champions
Connects product value to measurable business outcomes.
Drives renewals with minimal risk through proactive health monitoring
Identifies expansion and upsell opportunities naturally within the relationship
If you think you’re a “Buffalo” who has what it takes to have a meaningful impact within our rapidly growing organization and to the broader healthcare industry - apply to come join our team today!
Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it.
Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us.
Equity Opportunities: Share in our success with stock options - your hard work will drive our growth.
Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future.
Student Loan Support: We help lighten the load with contributions toward your student loans.
Compensation Range: $160,000 - $180,000 per year
Collectly offers an AI-powered platform that automates the patient financial journey for healthcare providers, covering intake through final payment. It integrates with existing EHR and practice management systems and includes Billie, an AI billing assistant that works 24/7 across chat, email, SMS, and voice to answer questions and guide payments. The solution focuses on seamless integration, scalable automation, and measurable outcomes like higher patient collections and shorter days to collect. Its goal is to reduce administrative work for providers while improving patient experience and healthcare cash flow.
Explore more opportunities at Collectly