Collectly

Strategic Customer Success Manager

Collectly

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

SeniorLead

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
revenue cycle managementpatient financial experiencebilling workflowscodingpayer dynamicsregulatory environmentaccount strategiesdata analysiscustomer successstrategic solutions
Soft Skills
relationship buildingconsultative mindsetanalytical skillsstorytellingcommunicationinfluencing without authorityexecutive presenceteam collaborationproblem-solvingadaptability