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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer success management within the B2B healthcare SaaS sector, focusing on enterprise account growth, retention strategies, and cross-functional collaboration. Proficient in analyzing performance metrics and advocating for customer needs to drive product adoption and satisfaction.
Highest-signal resume keywords
Customer Success ManagementEnterprise Account ManagementCRM Software ProficiencyRevenue Cycle Management ExperienceAnalytical Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Success PrinciplesData InterpretationProject ManagementHealthcare SaaS KnowledgeRCM Workflows Familiarity
Soft Skills
Excellent CommunicationInterpersonal SkillsProactive CommunicationPassion and DriveAbility to Manage Multiple Priorities
Tools & Technologies
CRM Software
Industry Keywords
B2B HealthcareHealthtechDigital HealthQuarterly Business ReviewsStakeholder Engagement
About the role
Key responsibilities & impact- Cultivate strong relationships with enterprise customers and develop tailored success plans to drive adoption, growth, and retention
- Communicate product features and enhancements to customers
- Conduct training sessions for new platform users
- Collaborate with Product to align the roadmap with customer needs
- Facilitate Quarterly Business Reviews with key stakeholders
- Create case studies, secure referrals, and generate positive reviews
- Serve as the primary contact for inquiries and escalations
- Monitor usage and performance metrics to optimize customer experience
- Identify expansion opportunities with Sales and support upsell and cross-sell initiatives
- Advocate for customers internally and share feedback across teams
- Provide strategic guidance based on industry trends and best practices
- Represent Collectly at industry events and conferences
- Onboard, assess, and create action plans for assigned enterprise accounts
- Own QBRs, achieve 120%+ NRR, improve product adoption, close at least two expansion opportunities, and develop 1–2 customer case studies over two quarters
Requirements
What you’ll need- 5+ years experience in a customer success role at a B2B healthcare or healthtech SaaS company
- Experience managing enterprise accounts ($500k-$1M+ ARR) with complex, multi-stakeholder relationships
- Strong understanding of customer success principles and methodologies
- Excellent communication and interpersonal skills
- Demonstrated passion, drive, proactive communication, and commitment to innovation
- Ability to manage multiple projects and priorities simultaneously
- Analytical mindset with ability to interpret data and trends
- Experience working cross-functionally with sales, product, and support teams
- Proficiency in CRM software and other relevant tools
- Located in the San Francisco Bay Area preferred
- 3+ years working with or alongside Revenue Cycle Management (RCM) teams, billing departments, or healthcare finance stakeholders preferred
- Experience in healthcare SaaS, health tech, or digital health companies preferred
- Familiarity with RCM workflows, including claims processing, denial management, coding, reimbursement cycles, and prior authorization preferred
- Understanding of key healthcare stakeholders, including CFOs, Revenue Cycle Directors, Billing Managers, and Practice Administrators preferred
- Alignment with Collectly's GTM Values
Benefits
Comp & perks- Unlimited PTO
- Fully paid medical, dental, and vision insurance for you and your dependents
- Stock options
- 401(k) with a generous company match
- Contributions toward student loans
- Competitive compensation
- Career growth opportunities