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Full-Time

Customer Success Manager

Confirmed live in the last 24 hours

Collectly

Collectly

51-200 employees

Tech-enabled patient billing platform for healthcare

Consulting
Hardware
Fintech
Financial Services
Biotechnology
Healthcare

Compensation Overview

$110k - $130kAnnually

Mid

San Francisco, CA, USA

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Sales
Communications
Requirements
  • 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
  • This role does have an on-site requirement in our San Francisco office. Therefore, only candidates located in San Francisco will be considered.
Responsibilities
  • Cultivate strong relationships with enterprise and 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 is a patient billing platform that simplifies the medical billing process for healthcare providers. It serves a variety of clients, including private practices, hospitals, and billing companies, by enhancing the patient payment experience from check-in to post-service billing. The platform integrates with existing Electronic Health Records (EHR) and Practice Management (PM) systems, allowing healthcare providers to streamline their billing operations. Collectly offers features like self-served payment plans, enabling patients to manage their payments online, which has been shown to increase collections by 23%. Unlike many competitors, Collectly operates on a subscription-based model, charging healthcare providers for access to its services, which significantly reduces the time spent on billing inquiries and improves cash flow. The goal of Collectly is to create a more efficient and user-friendly billing experience for both healthcare providers and patients.

Company Stage

Series A

Total Funding

$34M

Headquarters

Pasadena, California

Founded

2017

Growth & Insights
Headcount

6 month growth

11%

1 year growth

59%

2 year growth

195%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $29 million Series A funding round led by Sapphire Ventures positions Collectly for significant growth and expansion.
  • Collectly's impressive metrics, such as a patient net collection rate of 86-95% and an average of just 12.6 days to collect a medical bill, highlight its effectiveness and potential for high ROI for healthcare providers.
  • The platform's ability to save medical providers up to $200 billion underscores its substantial impact on the healthcare industry.

What critics are saying

  • The competitive landscape in healthcare fintech is intense, requiring Collectly to continuously innovate to maintain its edge.
  • Dependence on seamless EHR and PM system integration means any technical issues could disrupt service and client satisfaction.

What makes Collectly unique

  • Collectly's seamless integration with existing EHR and PM systems sets it apart from competitors who may require more complex implementations.
  • The platform's ability to increase patient collections by 23% and reduce billing-related calls by 80% demonstrates a clear advantage in efficiency and user satisfaction.
  • Collectly's focus on transparency and ease of use in patient billing enhances the overall patient experience, a critical differentiator in the healthcare sector.