Strategic Customer Success Manager

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🕒 April 8

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Collectly

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2017

⚕️ Healthcare Insurance

💳 Fintech

☁️ SaaS

Healthcare Insurance • Fintech • SaaS

Collectly is a healthcare technology company that provides an AI-powered financial assistant designed to streamline the medical billing process for patients. The platform helps healthcare providers improve patient engagement by making it easier for them to understand and pay their medical bills, resulting in faster collections and better patient satisfaction. Collectly integrates with existing electronic health records and practice management systems, allowing healthcare organizations to enhance their billing processes without changing their current software solutions.

📋 Description

• Own and deepen relationships with a portfolio of 5–10 enterprise healthcare customers, with a relentless focus on long-term retention, expansion, and value creation. • Serve as a strategic advisor to C-suite and VP-level stakeholders (CFOs, VPs of Revenue Cycle, Operations leads), aligning Collectly’s solutions to their financial, operational, and patient experience goals. • Develop and execute comprehensive account strategies and success plans that drive adoption, measurable ROI, and expansion across complex, matrixed organizations. • Lead high-impact Quarterly Business Reviews (QBRs), leveraging data and insights to tell a compelling story around performance, outcomes, and future opportunities. • Identify, influence, and drive multi-threaded expansion opportunities, including upsell and cross-sell motions within large enterprise accounts. • Partner cross-functionally with Sales, Product, and Implementation teams to ensure seamless delivery, alignment on customer goals, and successful expansion initiatives. • Act as the escalation point for critical issues, navigating complex organizations to drive resolution and maintain trust at the executive level. • Leverage deep knowledge of healthcare revenue cycle management to provide consultative guidance and best practices to customers. • Translate customer feedback into actionable insights for Product and Leadership teams, helping shape roadmap and company strategy. • Drive customer advocacy initiatives including executive references, case studies, and participation in industry events and conferences. • Maintain a strong understanding of healthcare industry trends, regulatory changes, and RCM innovation to position Collectly as a long-term strategic partner. • Travel up to 50% of the time to meet with customers on-site, attend industry conferences, and represent Collectly at key events.

🎯 Requirements

• 10+ years of experience within RCM, healthcare, and/or healthcare technology, with demonstrated expertise in revenue cycle operations, patient financial experience, and/or healthcare finance. • Firsthand experience working in or alongside health systems, RCM companies, EHR organizations, or healthcare technology providers in a customer-facing, financial, or operational capacity. • Proven track record of managing and growing large, complex enterprise accounts (7-figure+ ARR), with demonstrated success in retention and expansion. • Deep understanding of healthcare revenue cycle management, including patient financial experience, billing workflows, coding, payer dynamics, and regulatory environment. • Experience engaging and influencing executive stakeholders within healthcare organizations (C-suite, VP-level) with a polished executive presence. • Highly consultative mindset with the ability to translate complex business challenges into strategic solutions and measurable outcomes. • Strong analytical and storytelling skills, with the ability to leverage data to drive executive conversations and decisions. • Demonstrated ability to operate cross-functionally and influence without authority in a fast-paced, high-growth environment. • Exceptional communication and relationship-building skills. • Experience with CRM and customer success platforms. • Willingness and ability to travel up to 50% of the time for customer engagements, conferences, and industry events. • Alignment with Collectly’s GTM Values: We are owners — we have high ownership and take action. We is greater than me — 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. We are one with the Buffalo — we expect that there will be challenges along the way and, like the Buffalo, we confront these challenges head on by running INTO the storm.

🏖️ Benefits

• 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. • Competitive base salary + performance bonus + equity