Customer Success Manager

Confirmed live in the last 24 hours



51-200 employees

Tech-enabled patient billing platform

Financial Services


Los Angeles, CA, USA

Required Skills
  • 2 + years experience in a customer success role at a SaaS company
  • 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
  • Bachelor's degree from an accredited university
  • Willingness to travel for customer meetings and industry events
  • Cultivate strong relationships with mid-market 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 from medium-sized accounts, driving strategic discussions and identifying opportunities for mutual growth
  • 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
  • Monitor customer usage and performance metrics, identifying trends and opportunities to optimize their experience and drive increased value
  • Collaborate with the sales team to identify expansion opportunities within existing accounts, helping to drive upsell and cross-sell initiatives
  • 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

Collectly, Inc. is a compelling workplace for those passionate about transforming the healthcare billing landscape through technological enhancements. As a tech-enabled patient billing platform, it focuses on accelerating patient cash flow and streamlining billing operations while simultaneously improving the patient experience with features like digital check-in and contactless payments. The company's commitment to leveraging advanced technology to facilitate seamless billing processes and patient interactions positions it as a leader in enhancing healthcare financial practices.

Company Stage

Series A

Total Funding



Santa Monica, California



Growth & Insights

6 month growth


1 year growth


2 year growth