Sales Development Representative

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.

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, Zoom Info, Linked In, 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…