Strategic Customer Success Manager
RemoteFull-timePosted 6mo ago
About the role
Strategic, enterprise-focused customer success role at Collectly, responsible for owning and growing relationships with top healthcare customers, driving retention, expansion, and measurable ROI in a high-growth healthcare tech environment.
Responsibilities
- 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.
Qualifications
- 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: ownership, team-first mindset, data-driven decision making, AI-powered efficiency, and resilient execution.
Skills
Required:Executive presenceStrategic account managementHealthcare revenue cycle knowledgeStorytelling with dataCross-functional collaboration
Benefits
- Unlimited PTO
- Comprehensive Health Coverage: medical, dental, and vision for you and dependents
- Equity Opportunities
- 401(k) with company match
- Student Loan Support
- Competitive base salary + performance bonus + equity
Last updated Aug 12, 2026. Interested? Apply on the company site.

About Collectly
We help healthcare orgs collect more money faster
About 50% of all out-of-pocket payments get never collected in U.S. healthcare. Collectly helps medical groups and practices accelerate and increase patient cash flow, decrease costs to collect, and increase patient satisfaction.
paymentsb2bhealthcare
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