Collectly

Customer Success Manager

• 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.

Strategic Customer Success Manager

Product Marketing

• Develop positioning and messaging frameworks that clearly differentiate Collectly in the market.
• Lead GTM plans for new product launches and feature rollouts, including messaging, collateral, and enablement.
• Create high-impact customer marketing assets; case studies, testimonials, video spotlights, and customer stories.
• Partner with Sales and Customer Success to amplify customer advocacy and expand adoption.
• Drive voice-of-customer initiatives, gathering feedback and insights to inform product and marketing strategy.
• Build and maintain sales enablement resources (battle cards, pitch decks, one-pagers) along with the support of head of sales enablement.
• Analyze competitive landscape and market trends to refine Collectly's positioning.

Founding Product Marketing Manager

Account Executive

• Lead Complex Deal Strategy: Operate as the quarterback for complex, multi-threaded opportunities involving numerous stakeholders and decision makers.
• Develop clear win strategies, champion maps, and executive alignment plans.
• Navigate procurement, legal, security, and compliance processes typical within large healthcare organizations.
• Maintain disciplined deal execution through structured opportunity planning and internal collaboration.
• Elevate Discovery and Value Diagnosis: Conduct high-quality discovery that surfaces operational challenges across the revenue cycle.
• Diagnose workflow inefficiencies, patient billing friction, and revenue leakage that impact healthcare organizations.
• Translate these insights into compelling ROI and operational improvement narratives that resonate with executive buyers.
• Position Collectly as a strategic partner in improving the patient billing experience while helping healthcare organizations collect what they are owed.
• Build and Maintain Strategic Pipeline: Develop and maintain a healthy pipeline of strategic opportunities through targeted outbound activity and account planning.
• Partner with Sales Development and Marketing to penetrate priority healthcare systems.
• Build multi-threaded engagement across clinical, operational, and financial stakeholders within targeted accounts.
• Maintain disciplined opportunity management and accurate forecasting.
• Operate with Precision and Accountability: Maintain strong command of pipeline health, opportunity progression, and close plans.
• Use data to evaluate deal momentum and identify risks early.
• Collaborate closely with leadership to continuously refine strategic sales motion and execution.
• Operate with a high degree of ownership over both individual performance and team success.

Strategic Account Executive

Sales

• Manage and coach 6 Enterprise Account Executives selling into healthcare organizations. Improve discovery depth, workflow diagnosis, and economic value articulation.
• Establish clear expectations for pipeline coverage and opportunity creation. Reinforce AE ownership of prospecting and outbound consistency.
• Join strategic calls and materially improve outcomes. Diagnose stalled opportunities and define actionable paths to close or disqualify.
• Implement disciplined weekly inspection rhythms (pipeline, deal reviews, forecasting). Use conversion data to inform coaching priorities and performance management.

Strategic Customer Success Manager

Founding Product Marketing Manager

Strategic Account Executive

Director of Enterprise Sales