Senior Product Manager, Pre-visit Experience

· Remote

Location

Remote

Type

Full Time

Job Description

CollectlyJobs
Senior Product Manager Pre-visit Experience

Senior Product Manager Pre-visit Experience

Posted 12 Hours Ago
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San Francisco CA USA
Hybrid
170K-200K Annually
Senior level
Artificial Intelligence • Healthtech • Information Technology • Software • Conversational AI • Generative AI • Automation
Collectly is an AI-driven RCM software platform that increases revenue cuts support calls and keeps patients happy.
The Role
The Senior Product Manager will oversee the pre-visit experience for operational healthcare users and patients focusing on workflow automation and patient interactions. Responsibilities include managing product roadmaps improving efficiency and collaborating with cross-functional teams.
Summary Generated by Built In
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 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.  .

The Opportunity:

Most claim denials are preventable. Eligibility not verified. Benefits misread. Prior auth missed. These failures happen before a claim is ever submitted but most systems only react after the denial shows up.

We’re building front-end RCM agents that prevent those failures by default. That means AI agents that navigate payer portals interpret benefits in real time flag prior auth requirements/submissions and surface accurate cost estimates at the point of care.

You'll own the strategy for front-end RCM automation set direction across eligibility benefits prior auth and cost estimation and build the systems that make denials preventable by default.

We're already inside leading provider groups integrated across 20+ EHR systems and scaling quickly. The foundation is there. The opportunity is to go much further.

We're a small high-ownership team. You'll work on real problems with real constraints stay close to customers and see your work directly change how healthcare organizations operate.

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

Role Overview:

We are hiring a Senior Product Manager to own core areas of Collectly’s pre-visit experience across both operational healthcare users and patients.

This product surface sits at the intersection of workflow automation and patient experience. Healthcare teams use Collectly to configure and manage pre-visit workflows while patients interact directly with digital intake check-in forms and payment experiences.

You will own roadmap and execution across key areas of this experience partnering closely with engineering design customer success sales and leadership to improve operational efficiency automation and patient experience outcomes.

This role requires strong product judgement and the ability to balance the needs of two very different user groups:

operational healthcare staff managing complex workflows
patients navigating healthcare experiences on mobile iPads and web

You’ll work on configurable workflow systems operational tooling and patient-facing experiences that directly impact how healthcare organizations operate day to day.

The surface area is mature in some places and rapidly evolving in others requiring both strong execution and the ability to navigate new workflow and automation problems as the product expands.

Key Responsibilities

  • Own product execution and roadmap for key areas of Collectly’s pre-visit and intake experience from discovery through launch and iteration.
  • Drive prioritization and tradeoff decisions across workflow automation intake check-in forms scheduling and patient experience surfaces.
  • Partner closely with engineering and design to build reliable scalable workflow and configuration systems.
  • Improve operational workflows for healthcare staff managing pre-visit processes and automations.
  • Improve patient-facing experiences across digital intake check-in and payments.
  • Work closely with customers to understand operational workflows edge cases and usability gaps.
  • Coordinate cross-functional execution across engineering design customer success sales and marketing teams.
  • Use product judgement customer feedback and data to make fast thoughtful decisions and drive measurable outcomes.
  • Help shape rollout strategy product requirements and iteration plans based on customer and business priorities.
  • Operate independently while knowing when to escalate align or drive decisions forward.

What Success Looks Like

  • Shipped major improvements to Collectly’s intake and check-in workflows that customers actively use in production.
  • Reduced operational issues or manual intervention required from front desk and admin teams across key workflows.
  • Increased patient completion rates for intake forms or check-in experiences.
  • Successfully drove complex cross-functional launches without requiring heavy day-to-day oversight.
  • Earned trust from customers and internal teams by consistently making strong product and prioritization decisions.
  • Became the go-to product owner for pre-visit workflow and patient experience decisions.

Qualifications

    Required:
  • 5+ years of product management experience in B2B SaaS workflow software or operational systems or equivalent founder experience.
  • Experience owning products end-to-end from development through scaling and iteration.
  • Strong execution skills with the ability to independently drive roadmap prioritization and cross-functional alignment.
  • Experience working closely with engineering teams on technical systems and complex workflows.
  • Experience building or working with AI/LLM-powered products or strong intuition for how to apply them effectively.
  • Strong product judgement and ability to balance user needs business priorities and technical constraints.
  • Comfortable operating in ambiguity and making decisions without perfect information.
  • Track record of improving real-world workflows or operational systems not just shipping features.
  • Strong communication and stakeholder management skills.
  • Preferred:
  • Experience building workflow software operational tooling or configurable systems.
  • Experience building products that serve both operational users and end consumers.
  • Background in healthcare fintech or other complex vertical SaaS domains.
  • Experience with scheduling intake onboarding or workflow orchestration products.
  • Experience working with integrations APIs portals or external systems.
  • Comfortable partnering closely with Sales Customer Success and GTM teams.
  • Experience working on automation-driven systems or operational intelligence products.

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.
  • Competitive Compensation: $170000 - $200000 annual base salary plus target bonus and equity

Skills Required

  • 5+ years of product management experience in B2B SaaS workflow software or operational systems
  • Experience owning products end-to-end from development through scaling and iteration
  • Strong execution skills with the ability to independently drive roadmap prioritization and cross-functional alignment
  • Experience working closely with engineering teams on technical systems and complex workflows
  • Experience building or working with AI/LLM-powered products or strong intuition for how to apply them effectively
  • Strong communication and stakeholder management skills

Collectly Compensation & Benefits Highlights

  • Healthcare StrengthHealth coverage is described as 100% employer-paid for medical dental and vision often extending to dependents or the whole family. This materially reduces out-of-pocket costs and is positioned as a standout differentiator for attraction and retention.
  • Leave & Time Off BreadthUnlimited PTO and paid holidays are highlighted alongside an outcomes-focused culture. This structure supports work-life balance and encourages real time off usage.
  • Retirement SupportA 401(k) plan with company match is available and sometimes characterized as generous. This bolsters long-term savings as part of the total rewards mix.

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The Company
HQ: San Francisco CA
100 Employees
Year Founded: 2016

What We Do

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

Why Work With Us

We’re building something big and having a great time doing it. At Collectly you’ll tackle meaningful work grow fast and collaborate with smart people who actually enjoy working together. We’re here to solve healthcare’s toughest challenges and we’re looking for the best of the best to join us.

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Collectly Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
HQSan Francisco CA
Santa Monica CA
Learn more

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Date Posted

05/13/2026

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