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.

About Collectly:

Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences.

At the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints.

By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscape.

We empower healthcare providers to focus on what matters most—delivering care.

The Opportunity:

We’re hiring our first Solutions Consultant to build the foundation of this function at Collectly. This role is ideal for a builder, someone who thrives in fast-paced environments, works cross-functionally, and wants to shape not just how we sell, but what we sell and how we position it.

This could be a top-tier IC ready to scale a function, or a seasoned leader willing to be hands-on as we build the team. You'll be a strategic partner to the Head of Sales; collaborating deeply with Product, Post-Sales, and Enablement to drive new revenue and improve how we communicate value.

Please note: This role is hybrid - candidates located in the San Francisco Bay Area only will be considered.

What You’ll Do:

• Drive Pre-Sales Excellence: Lead technical discovery, tailor demos, and act as the technical and strategic partner throughout the sales process.
• Design Strategic Solutions: Translate business challenges into Collectly-powered outcomes that resonate with a range of buyer personas.
• Model ROI: Develop and customize ROI models that help customers quantify value and drive urgency.
• Influence Pricing & Packaging: Collaborate with Sales leadership to scope pricing strategies and propose solution packaging based on customer needs and market trends.
• Build the Function: Create the foundational playbooks, demo environments, and sales assets for the Solutions Consulting motion.
• Inform Product Positioning: Partner closely with Product and Sales to provide market feedback, refine messaging, and shape roadmap priorities.
• Enablement & Training: Help level up the go-to-market team by training AEs, CSMs, and new hires on how to sell the product effectively.
• Operate Cross-Functionally: Be a connective force across Sales, Product, CS, and Marketing to ensure alignment and acceleration.

Who You Are:

• 5+ years in a high-impact Solutions Consulting / Sales Engineering / Pre-Sales role in SaaS; healthcare or fintech experience a plus.
• Experience building or scaling a solutions consulting function, ideally as an early hire who’s seen what good looks like.
• Comfortable operating as a player-coach. hands-on now, with the opportunity to grow into leadership as we scale.
• Strong command of solution storytelling, customer ROI, and business case development.
• Business-savvy and product-curious, you love collaborating with Product teams as much as you do with Sales.
• Confident presenting to both technical and non-technical stakeholders.
• Thrives in ambiguity, takes ownership, and enjoys solving problems in scrappy, fast-moving environments.

Why You’ll Love It Here:

• 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.
• Compensation: $190,000 per year (plus bonus and equity).