San Francisco, California, United States · Hybrid
$90k–$110k/yr
About Collectly: Collectly is a fast-growing healthcare technology company transforming revenue cycle management (RCM) through AI-driven automation. Millions of patients navigate inefficient billing systems every day, wh…
Skills: Cold calling, Salesforce, ZoomInfo, LinkedIn, Nooks
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The Sales Development Representative will research and build a strategic pipeline through multi-channel outreach, focusing on phone-first engagement with enterprise accounts. They will also manage inbound leads and collaborate with leadership to refine prospecting strategies and messaging.
Candidates must have 6 months to 1 year of experience in a sales or customer-facing role, preferably within a SaaS company. Strong proficiency in cold calling, research, and multi-channel outreach is required, along with the ability to work independently in a fast-paced startup environment.
Collectly is a fast-growing healthcare technology company transforming revenue cycle management (RCM) through AI-driven automation. Millions of patients navigate inefficient billing systems every day, while providers face delayed payments, rising administrative burden, and operational complexity.
Collectly applies artificial intelligence to automate workflows, accelerate cash flow, and modernize the patient financial experience; enabling healthcare organizations to operate more efficiently and focus on delivering care.
There could not be a hotter space to play in. Healthcare is a $4.9T industry and is adopting AI technology at 2.2x the rate of the rest of the economy. RCM is at the heart of this transformation as it has a clear and demonstrable ROI to our customers.
As a Sales Development Representative at Collectly, you will be working closely with Sales to define and execute outreach strategies and build a pipeline from the ground up.
This is a unique opportunity to establish and grow our sales pipeline, targeting high-value, strategic accounts within large organizations. Your role will involve researching, prospecting, and engaging with decision-makers through multiple channels, using your creativity and initiative to drive success in a fast-paced, startup environment.
You will help shape the foundation of our sales efforts and directly contribute to the company’s growth and future.
Please note: This role is hybrid in office - candidates located in the San Francisco Bay Area only will be considered.
Research and build a strategic pipeline through multi-channel outreach, targeting enterprise accounts and senior decision-makers.
Leverage tools like Salesforce, ZoomInfo, LinkedIn, Nooks, Clay, and Common Room to execute outbound strategies, focusing on phone calls as a primary method of engagement.
Develop, nurture, and qualify new opportunities from initial outreach to booked meetings
Follow up with inbound leads from marketing campaigns and events, driving them effectively through the sales funnel
Work closely with leadership to align on outbound prospecting strategies, target accounts, and messaging.
Build and manage outreach campaigns using data-driven insights to identify and prioritize strategic accounts.
Continuously evaluate and improve prospecting tactics to increase pipeline generation and efficiency.
Within the first 90 days, this rep will:
Develop a strong understanding of Collectly’s platform, target market, buyer personas, and the challenges healthcare organizations face across patient billing and revenue cycle management.
Demonstrate proficiency in cold calling, account research, messaging, objection handling, and multi-channel prospecting.
Consistently meet activity expectations while building a healthy pipeline of qualified meetings and opportunities.
Effectively use coaching and call feedback to improve performance and operate independently within the team’s sales process.
Over two quarters, success includes:
Consistently meeting or exceeding SQL, SQO, and pipeline-generation targets.
Creating qualified opportunities through phone-first outbound prospecting across strategic healthcare accounts.
Demonstrating strong territory management, account prioritization, and stakeholder mapping.
Becoming a dependable, coachable, and collaborative contributor who takes ownership of results and continuously improves.
6 months - 1 year of experience in a sales or customer-facing role preferably as an SDR or BDR in a SaaS company
Strong experience with cold calling and multi-channel outreach, with a focus on phone calls for lead generation.
Strong research skills to identify key accounts, decision-makers, and understand complex business problems.
Excellent communication and writing skills with the ability to tailor messaging to different personas and organizational needs.
Self-starter with the ability to work independently and in a collaborative, fast-paced startup environment.
Comfortable working closely with leadership to align on sales targets and performance metrics
Resilience: Maintains energy, consistency, and effort through rejection, objections, and challenging conversations.
Coachability: Actively seeks feedback, applies coaching quickly, and continuously improves performance.
Phone-First Prospecting: Confidence initiating conversations with decision-makers and using cold calls to generate qualified opportunities.
Curiosity: Asks thoughtful questions, researches accounts thoroughly, and seeks to understand complex business challenges.
Accountability: Takes ownership of activity, follow-up, pipeline generation, and results without requiring constant oversight.
Adaptability: Adjusts messaging, tone, and approach based on the prospect, persona, market feedback, and changing priorities.
Experience selling into healthcare organizations, particularly revenue cycle management, patient financial engagement, or healthcare technology.
Familiarity with healthcare billing workflows, EHR systems, or the challenges providers face collecting patient responsibility.
If you think you’re a “Buffalo” who has what it takes to have a meaningful impact within our rapidly growing organization and to the broader healthcare industry - apply to come join our team today!
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.
AI-driven RCM that increases revenue, cuts support calls, keeps patients happy, and reduces your cost to collect.
Collectly is an AI-powered technology company transforming how healthcare organizations manage the patient financial experience—from digital intake and pre-visit financial engagement to final payment. Our platform automates every step of the revenue cycle to help providers: 1️⃣ Accelerate and increase cash flow 2️⃣ Increase patient satisfaction 3️⃣ Reduce administrative burden 4️⃣ Slash the cost to collect We serve a wide range of specialties and org types—from ambulatory groups and acute care systems to RCM companies and behavioral health providers—helping them modernize patient billing and boost financial performance at scale. Collectly also includes Billie—your new AI-powered billing support rep that never sleeps. Billie responds instantly across chat, email, SMS, and voice—reducing support volume by up to 85%, resolving questions faster, and helping patients understand what they owe, why, and how to pay. It’s not just about which channels you use—it’s how you use them. Collectly intelligently delivers the right message at the right time, in the right format, tailored to each patient’s context. With seamless EHR/PM integration, workflows stay connected and efficient. With Collectly, providers can: • Automate follow-ups and accelerate payments • Enable 2-click, no-login digital payments • Offer self-serve payment plans and family billing • Eliminate paper with mobile-first statements and digital intake • Capture accurate data with upfront insurance verification • Gain real-time visibility into revenue performance Trusted by 3,000+ healthcare organizations, Collectly helps providers improve collections and deliver a better financial experience for every patient.
Offices: San Francisco, California 94104, US · Santa Monica, CA 90401, US
AI-driven RCM that increases revenue, cuts support calls, keeps patients happy, and reduces your cost to collect.
Collectly is an AI-powered technology company transforming how healthcare organizations manage the patient financial experience—from digital intake and pre-visit financial engagement to final payment. Our platform automates every step of the revenue cycle to help providers: 1️⃣ Accelerate and increase cash flow 2️⃣ Increase patient satisfaction 3️⃣ Reduce administrative burden 4️⃣ Slash the cost to collect We serve a wide range of specialties and org types—from ambulatory groups and acute care systems to RCM companies and behavioral health providers—helping them modernize patient billing and boost financial performance at scale. Collectly also includes Billie—your new AI-powered billing support rep that never sleeps. Billie responds instantly across chat, email, SMS, and voice—reducing support volume by up to 85%, resolving questions faster, and helping patients understand what they owe, why, and how to pay. It’s not just about which channels you use—it’s how you use them. Collectly intelligently delivers the right message at the right time, in the right format, tailored to each patient’s context. With seamless EHR/PM integration, workflows stay connected and efficient. With Collectly, providers can: • Automate follow-ups and accelerate payments • Enable 2-click, no-login digital payments • Offer self-serve payment plans and family billing • Eliminate paper with mobile-first statements and digital intake • Capture accurate data with upfront insurance verification • Gain real-time visibility into revenue performance Trusted by 3,000+ healthcare organizations, Collectly helps providers improve collections and deliver a better financial experience for every patient.
Offices: San Francisco, California 94104, US · Santa Monica, CA 90401, US
