Collectly
Customer Success Manager
Collectly, San Francisco, California, United States, 94199
About Collectly:Collectly is a fast growing and profitable healthcare tech startup that leverages proprietary interfaces with electronic health record systems to improve the patient financial experience. Over 300,000 patients are engaged daily across thousands of medical practices in the US to accelerate and increase patient cash flow, streamline pre and post-service billing operations, and provide the best patient experience that works for all demographics.Job Overview:We are seeking a qualified Customer Success Manager to help us foster strong relationships and growth within our existing customer base. This is an exciting opportunity to get in at the ground floor with maximum potential for career growth and the ability to make an immediate impact on the success of our customers. Our ideal candidate has experience as a Customer Success Manager in a SaaS startup environment.This role has a hybrid on-site requirement in our San Francisco office with a schedule of 4 days in office and 1 day WFH (after training and onboarding). 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 retentionProactively communicate new features and enhancements to the Collectly product, ensuring customers are informed and engagedConduct comprehensive training sessions for new users on the Collectly platform, enabling them to maximize its benefitsCollaborate closely with the product team to align the product roadmap with customer needs, ensuring ongoing relevance and valueFacilitate Quarterly Business Reviews (QBRs) with key stakeholders from medium-sized accounts, driving strategic discussions and identifying opportunities for mutual growthHarness customer relationships to create compelling case studies, secure referrals, and generate positive reviews for CollectlyServe as the primary point of contact for customer inquiries and escalations, providing timely and effective resolutionsMonitor customer usage and performance metrics, identifying trends and opportunities to optimize their experience and drive increased valueCollaborate with the sales team to identify expansion opportunities within existing accounts, helping to drive upsell and cross-sell initiativesAct as a customer advocate within the company, ensuring that customer feedback and insights are shared across relevant teams to drive continuous improvementStay informed about industry trends and best practices, leveraging this knowledge to provide strategic guidance and advice to customersParticipate in relevant industry events and conferences to network with customers and industry peers, representing Collectly as a thought leader in the spaceRequirements
2 + years experience in a Customer Success role at a SaaS companyStrong understanding of Customer Success principles and methodologiesExcellent communication and interpersonal skills, with the ability to build rapport and trust with customersDemonstrated unwavering passion and drive with a commitment to proactive communication and a commitment to innovationDemonstrated ability to manage multiple projects and priorities simultaneouslyAnalytical mindset with the ability to interpret data and trends to drive strategic recommendationsExperience working cross-functionally with sales, product, and support teamsProficiency in CRM software and other relevant toolsBachelor's degree from an accredited universityWillingness to travel for customer meetings and industry eventsThis role does have an on-site requirement in our San Francisco office. Therefore, only candidates located in San Francisco will be considered.What We Offer
Unlimited PTO100% employer covered medical benefits for you and a dependent (including vision and dental).Stock Options401K with Company MatchStudent Loan ContributionsHybrid Schedule: 4 days in office, 1 day work from home (after training and onboarding)Compensation: $110,000 - $130,000 DOE
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Responsibilities
Cultivate strong relationships with enterprise and mid-market customers, developing tailored success plans to drive product adoption, growth, and retentionProactively communicate new features and enhancements to the Collectly product, ensuring customers are informed and engagedConduct comprehensive training sessions for new users on the Collectly platform, enabling them to maximize its benefitsCollaborate closely with the product team to align the product roadmap with customer needs, ensuring ongoing relevance and valueFacilitate Quarterly Business Reviews (QBRs) with key stakeholders from medium-sized accounts, driving strategic discussions and identifying opportunities for mutual growthHarness customer relationships to create compelling case studies, secure referrals, and generate positive reviews for CollectlyServe as the primary point of contact for customer inquiries and escalations, providing timely and effective resolutionsMonitor customer usage and performance metrics, identifying trends and opportunities to optimize their experience and drive increased valueCollaborate with the sales team to identify expansion opportunities within existing accounts, helping to drive upsell and cross-sell initiativesAct as a customer advocate within the company, ensuring that customer feedback and insights are shared across relevant teams to drive continuous improvementStay informed about industry trends and best practices, leveraging this knowledge to provide strategic guidance and advice to customersParticipate in relevant industry events and conferences to network with customers and industry peers, representing Collectly as a thought leader in the spaceRequirements
2 + years experience in a Customer Success role at a SaaS companyStrong understanding of Customer Success principles and methodologiesExcellent communication and interpersonal skills, with the ability to build rapport and trust with customersDemonstrated unwavering passion and drive with a commitment to proactive communication and a commitment to innovationDemonstrated ability to manage multiple projects and priorities simultaneouslyAnalytical mindset with the ability to interpret data and trends to drive strategic recommendationsExperience working cross-functionally with sales, product, and support teamsProficiency in CRM software and other relevant toolsBachelor's degree from an accredited universityWillingness to travel for customer meetings and industry eventsThis role does have an on-site requirement in our San Francisco office. Therefore, only candidates located in San Francisco will be considered.What We Offer
Unlimited PTO100% employer covered medical benefits for you and a dependent (including vision and dental).Stock Options401K with Company MatchStudent Loan ContributionsHybrid Schedule: 4 days in office, 1 day work from home (after training and onboarding)Compensation: $110,000 - $130,000 DOE
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