C

Collectly

AI-powered patient financial engagement platform

Sales Development Representative

Full-Time
$90k - $110k+ Stock options + 401(k) match + Student loan contributions
Junior
San Francisco, CA, USA
HybridHybrid in-office role; only candidates located in the San Francisco Bay Area will be considered.
Sales & Account ManagementSales Development Representative

About the job

Requirements
  • Requires 6 months to 1 year of experience in a sales or customer-facing role, preferably as a Sales Development Representative or Business Development Representative in a software-as-a-service company.
  • Requires experience with cold calling and multi-channel outreach, with a focus on phone calls for lead generation.
  • Requires research skills to identify key accounts and decision-makers and understand complex business problems.
  • Requires communication and writing skills to tailor messaging to different personas and organizational needs.
  • Requires the ability to work independently and collaboratively in a fast-paced startup environment.
  • Requires comfort working closely with leadership to align on sales targets and performance metrics.
  • Requires resilience and consistent effort through rejection, objections, and challenging conversations.
  • Requires coachability, including seeking feedback, applying coaching, and improving performance.
  • Requires confidence initiating conversations with decision-makers and using cold calls to generate qualified opportunities.
  • Requires curiosity to research accounts and understand complex business challenges.
  • Requires accountability for activity, follow-up, pipeline generation, and results.
  • Requires adaptability in messaging and approach based on prospects, personas, market feedback, and changing priorities.
Responsibilities
  • Research and build a strategic pipeline through multi-channel outreach, targeting enterprise accounts and senior decision-makers.
  • Use Salesforce, ZoomInfo, LinkedIn, Nooks, Clay, and Common Room to execute outbound strategies, with phone calls as a primary engagement method.
  • Develop, nurture, and qualify opportunities from initial outreach through booked meetings.
  • Follow up with inbound leads from marketing campaigns and events and move them through the sales funnel.
  • Work with leadership to align on outbound prospecting strategies, target accounts, and messaging.
  • Build and manage outreach campaigns using data-driven insights to identify and prioritize strategic accounts.
  • Evaluate and improve prospecting tactics to increase pipeline generation and efficiency.
  • Learn the platform, target market, buyer personas, and healthcare organizations' patient billing and revenue cycle management challenges.
  • Meet activity expectations while building a pipeline of qualified meetings and opportunities.
  • Use coaching and call feedback to improve performance and operate independently within the sales process.
  • Meet or exceed SQL, SQO, and pipeline-generation targets.
  • Generate qualified opportunities through phone-first outbound prospecting across strategic healthcare accounts.
  • Manage territory, prioritize accounts, and map stakeholders.
Desired Qualifications
  • Experience selling into healthcare organizations, particularly in revenue cycle management, patient financial engagement, or healthcare technology.
  • Familiarity with healthcare billing workflows, electronic health record systems, or provider challenges in collecting patient responsibility.

About the company

C

Collectly

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cbWebsite

Collectly provides an AI-powered platform that automates the patient financial journey for healthcare providers, from digital intake to final payment. It integrates with existing EHR and practice management systems, so clients don't need to switch software, and offers features like automated follow-ups, digital payments, self-serve payment plans, and upfront insurance verification. Central to the platform is Billie, an AI billing assistant that operates across chat, email, SMS, and voice to answer questions and guide payments, resolving many inquiries without staff help. The goal is to reduce administrative work, improve patient experience, and boost cash flow by increasing collections and shortening days to collect.

Company Size

51-200

Company Stage

Series A

Total Funding

$34.5M

Headquarters

San Francisco, California

Founded

2017

Get referred to Collectly

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Simplify Jobs

Simplify's Take

What believers are saying

  • Sunbit partnership on April 30, 2026 expands affordability and should lift conversion.
  • Collectly already serves 3,000 facilities, giving cross-sell leverage after the Pledge deal.
  • HITRUST i1, SOC 2, and HIPAA compliance reduce enterprise sales friction in 2026.

What critics are saying

  • Epic owns the buyer relationship; Connection Hub can commoditize Collectly by 2027.
  • Sunbit financing deepens dependency on a third-party lender for conversion economics.
  • Specialized rivals like Cedar, Waystar, and R1 can bundle similar RCM features faster.

What makes Collectly unique

  • Epic Connection Hub distribution puts Collectly inside provider workflows by July 2026.
  • Billie has resolved 475,000 billing queries and processed $1 billion payments.
  • Pledge Health acquisition on March 26, 2026 adds workflow automation beyond payments.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Unlimited Paid Time Off
  • Stock Options
  • 401(k) Company Match
  • Student Loan Contribution

Growth & Insights and Company News

6 month growth

0%

1 year growth

1%

2 year growth

0%
PR Newswire
Jul 9th, 2026
Collectly's AI billing agent Billie now available to Epic provider organisations via Connection Hub

Collectly, an AI-powered patient billing platform used by over 3,000 healthcare facilities, is now available in Epic's Connection Hub. The integration enables Epic provider organisations to access Collectly's billing tools, including its AI agent Billie, which has resolved more than 475,000 billing queries to date. The platform synchronises patient balances, demographics, and payment data with Epic systems whilst automating billing support and payment processes. Collectly creates tailored financial journeys for patients across multiple channels, with providers typically seeing collection times compressed to under two weeks. Patient responsibility for healthcare costs has risen from roughly 5% of provider revenue in 2010 to about 20% today. Providers can lose up to 60 cents of every dollar owed before collection due to manual follow-up costs and bad-debt write-offs. Collectly has processed over $1 billion in patient payments and maintains HIPAA, SOC 2 Type 2, and PCI DSS compliance.

Finopotamus
Apr 30th, 2026
Collectly partners with Sunbit to bring instant financing to the patient experience.

Collectly partners with Sunbit to bring instant financing to the patient experience. * 8 hours ago Partnership delivers cost transparency and high approval rates in one seamless flow - helping patients afford care before they walk in the door SAN FRANCISCO, April 30, 2026 - Collectly, the AI-powered patient financial experience platform for healthcare providers, today announced a platform partnership with Sunbit, the leading financial technology company building solutions for real life. The integration embeds Sunbit's instant financing directly into Collectly's pre-service and post-service workflows, combining AI-driven intake, eligibility verification, and personalized cost estimates with financing options that patients can act on immediately - whether before their visit or after the bill arrives. Together, the companies are moving affordability upstream. Patients can now receive a complete financial picture, exactly what care will cost and how they can pay for it, before their visit. Collectly handles digital intake, benefits verification, and accurate cost estimates, then seamlessly presents Sunbit's flexible payment options instantly. The result is a frictionless, seamless flow. Patients confirm their details, see their estimated out-of-pocket cost, and instantly access Sunbit financing with 0% interest options, no fees, no hard credit check to apply, and approval rates above 90%. This eliminates financial surprises, improves access to care, and drives higher patient conversion. "Partnering with Collectly brings Sunbit's proven financing technology directly into the healthcare payment experience," said Oded Vakrat, VP of Platform Partnerships, Sunbit. "We're making it simple for patients to manage costs in a way that fits their lives, while giving providers a fully hands-off, automated solution that just works." For providers, the program is completely automated. Practices receive immediate, in-full payment for patient balances, with no chargebacks or penalties. Providers pay only a flat merchant processing fee and both they and their patients are supported by Sunbit's 24/7 U.S.-based care. Results from practices using Sunbit show a 14% increase in revenue collected and 50% more patients approved compared with other financing options. These gains are amplified when financing is offered alongside the cost estimate rather than after the bill arrives. "Our customers have been asking us to make affordability easier at every step - before the visit and after the bill," said Kevin Lunn, VP of Product at Collectly. "By pairing Sunbit with Collectly AI Cost Estimation and the rest of our payments stack, patients see exactly what care will cost and get an instant, high-approval way to pay for it, whether that's at intake or once the statement goes out. That's how you reduce financial surprises, expand access to care, and help providers capture revenue across the full patient journey." The Collectly + Sunbit integration is now available for healthcare practices nationwide. Existing Collectly customers can activate Sunbit financing in minutes. The solution strengthens Collectly's pre-service stack alongside AI Cost Estimation, AI Eligibility & Benefits, and Pre-Visit Intake Automation, and connects seamlessly into the full Collectly Payments Platform across point-of-service and post-visit stages. About Collectly Based in San Francisco, Collectly is the AI-powered revenue cycle platform for healthcare, automating patient financial workflows from eligibility to final payment. Powered by its Billie AI Voice agent and a unified payments platform, Collectly helps providers accelerate cash flow, lower cost to collect, and deliver a modern, patient-centric billing experience. The platform is HIPAA compliant, SOC 2 Type 2 compliant, PCI DSS compliant, and HITRUST i1 certified, and is trusted by more than 3,000 healthcare facilities nationwide. To date, Collectly has enabled healthcare providers to collect over $1 billion in patient payments. Learn more at collectly.co. About Sunbit Sunbit builds financial technology for real life. The company's financial technology products have helped millions of people ease the stress of paying for life's expenses by giving them more options on how and when they pay. Sunbit's technology brings no-fee credit cards for top retailers, and its buy now, pay later solution is available through service providers, cross-vertical platforms like Stripe, and vertical-specific platforms. Sunbit is found at more than 60% of all auto dealership service centers, and is the second-largest dental patient financing solution. Despite never charging fees of any kind for its buy now, pay later technology or co-branded credit card, Sunbit has achieved sustained profitable growth. Through a seamless approval process that delivers decisions quickly, Sunbit is bringing the speed and accessibility of online transactions to in-person purchases. For more information, visit sunbit.com. Loans are made by Transportation Alliance Bank Inc., doing business as TAB Bank, which determines qualifications for and terms of credit. The Sunbit Card is issued by TAB Bank pursuant to a license from Visa U.S.A. Inc.

PR Newswire
Apr 30th, 2026
Collectly partners with Sunbit to offer instant healthcare financing with 90% approval rate

Collectly, an AI-powered patient financial experience platform, has partnered with Sunbit to integrate instant financing into its pre-service and post-service workflows. The integration allows patients to receive cost estimates and access financing options with zero per cent interest, no fees and approval rates above 90 per cent before their healthcare visits. The automated solution provides immediate, in-full payment to healthcare providers, who pay only a flat merchant processing fee. Practices using Sunbit have seen a 14 per cent increase in revenue collected and 50 per cent more patient approvals compared with other financing options. The integration is now available to healthcare practices nationwide, with existing Collectly customers able to activate Sunbit financing within minutes. Collectly serves over 3,000 healthcare facilities and has processed over $1 billion in patient payments.

PR Newswire
Mar 26th, 2026
Collectly acquires Pledge Health to automate patient financial workflows with AI

Collectly, an AI-powered patient financial experience platform, has acquired Pledge Health, an AI automation company focused on pre-service patient financial workflows. Financial terms were not disclosed. The acquisition adds an AI workflow engine that automates high-friction pre-service processes including coverage verification, cost estimates, financial clearance and payment setup. Pledge Health's platform uses a visual AI agent builder to automate workflows through API connections and browser automation, eliminating manual portal-based tasks. The combined platform aims to deliver end-to-end automation of the patient financial journey, from pre-service clearance through billing and payments. Collectly, which is integrated with over 20 EHR systems, serves more than 3,000 healthcare facilities and has processed over $1 billion in patient payments.

Collectly
Mar 26th, 2026
Collectly to acquire Pledge Health to accelerate AI automation across the patient financial experience.

Collectly to acquire Pledge Health to accelerate AI automation across the patient financial experience. Acquisition adds an AI workflow engine to automate high-friction pre-service financial workflows - coverage verification, accurate estimates, financial clearance, and payment setup - alongside Collectly's AI-powered patient financial experience. SAN FRANCISCO, March 26, 2026 - Collectly, the AI-powered patient financial experience platform for healthcare providers, announced today that it has completed the acquisition of Pledge Health, an AI automation company focused on reducing repetitive administrative work across pre-service patient financial workflows. Collectly's vision is to deliver a unified, modern patient financial experience - from pre-service financial clearance and estimates through billing communications and payments. The acquisition of Pledge Health accelerates that roadmap by adding an AI workflow engine that can reliably run upstream, pre-service workflows - reducing manual follow-up, rework, and staffing pressure across patient access and RCM teams. "Collectly is building the patient financial experience system - where the pre-service journey can be automated and personalized in real time," said Levon Brutyan, CEO and Co-Founder of Collectly. "Pledge brings a workflow-first AI agent builder that expands what we can automate across financial clearance - from coverage verification and estimates to approvals and payment setup - without forcing teams into a maze of portals, queues, and manual follow-up." "Pledge Health was built to automate the hardest and most manual parts of pre-service financial workflows, especially where APIs don't exist and teams are forced into payer portals and workarounds," said Shreya Jagarlamudi, Co-Founder of Pledge Health. "By joining Collectly, we can scale that capability inside a platform that already owns the patient financial experience end-to-end, and help providers run these workflows with far less manual effort and uncertainty." What Pledge Health adds to Collectly. Pledge Health's platform includes a visual AI agent builder that enables teams to automate core pre-service financial workflows using API connections and browser automation - designed to operate reliably without brittle, screen-scraping RPA. Agentic pre-service financial workflows. Providers will recognize these as the daily pre-visit steps that determine whether patients arrive financially cleared and informed - driving cleaner claims, more accurate upfront collections, and the ability to scale operations without expanding administrative headcount: * Coverage & benefits verification - run eligibility, retrieve key benefit details from clearinghouses and payer portals, and flag missing or contradictory information before the visit * Insurance info capture & cleanup - collect missing member/plan details, improve data quality, and reduce "bad card" rework * Patient pre-registration & intake completion - drive forms, demographics, guarantor, and consents to completion with automated reminders * Network / plan validation & routing - confirm in-network status, handle out-of-network scenarios, and route exceptions to the right team * Pre-service cost estimates - generate estimates, validate assumptions, and refresh when codes, coverage, or scheduling changes * Financial clearance orchestration - turn SOPs into automated steps: check | decide | route | document * Pre-service approvals readiness - identify when approvals are needed, gather requirements, submit, and track status * Upfront collections & deposits - send payment links, collect copays/deposits, and reconcile outstanding balances pre-visit * Payment plans & financing setup - offer options, capture consent, set schedules, and confirm enrollment before care * Patient communications & follow-up - multi-touch reminders plus "what's left before your visit" status updates to reduce no-shows and surprises With Pledge Health, Collectly expects to: * Expand the scope of pre-service workflows Collectly can run, enabling automation across more patient financial experience processes. * Increase automation depth for patient access and financial counseling teams, reducing manual follow-up and repetitive steps. * Evolve how Collectly delivers value, moving from feature-by-feature automation to outcome-driven "we'll run this workflow for you." Customer continuity. For healthcare organizations facing staffing constraints and rising pre-service complexity, the combined platform is designed to increase automation while preserving the patient-first experience and EHR-connected interoperability healthcare organizations rely on today. About Collectly. Collectly is an AI-powered technology company specializing in patient billing, revenue cycle management, and engagement solutions. Integrated with 20+ leading EHRs, Collectly helps healthcare organizations streamline financial workflows, accelerate cash flow, lower cost to collect, and deliver a modern, patient-friendly billing experience. Trusted by 3,000+ healthcare facilities, Collectly has processed more than $1 billion in patient payments. Learn more at www.collectly.co. About Pledge Health. Pledge Health is an AI automation platform that helps healthcare practices reduce repetitive administrative work across RCM workflows - so teams can spend less time chasing information and more time helping patients understand and afford care. Media contact. Bartek Woroniecki Vice President, Growth Collectly [email protected] www.collectly.co Share with your community! Ready to transform your revenue cycle? Join 3,000+ healthcare facilities accelerating cash flow, lowering cost to collect, and delivering a better patient billing experience with Collectly. Book a Demo Explore Products Free personalized demo - See impact in weeks