Agency Customer Success Manager
smartlyio
Customer Success Manager
collate· Customer Experience
About this role
About Collate
Collate is an AI document generation platform for life sciences. We automate paperwork with AI, helping our customers get life-saving innovations to patients years faster. Collate is an end-to-end solution, powering every step of drug, diagnostic, and medical device development—from concept to market.
Our CEO Surbhi Sarna is a former General Partner at Y Combinator. Surbhi founded nVision Medical, which developed a new method to detect ovarian cancer and was acquired by Boston Scientific. Our CTO Nate Smith is a former Visiting Partner at Y Combinator and founder of Lever. Our AI researchers, engineers, and designers have worked at Google, Nvidia, Meta, Netflix, Amazon, AirBnB, Hippocratic AI, and Grail, and 40% of our team are former founders.
We're an elite team, with $125M in funding from top investors (Redpoint, First Round Capital, CRV, Conviction, Y Combinator) and leaders in healthcare and AI. This is a rare chance to join an early-stage company with world-changing potential, experienced founders, and resources to execute at scale.
About the Role
We're hiring a Customer Success Manager to own the full lifecycle for our enterprise book from the moment a deal closes through renewal and expansion. You'll carry a number: net and gross retention, adoption depth, and expansion revenue across your accounts, and you'll be evaluated on hitting it. You'll own onboarding, drive product adoption inside complex regulatory workflows, spot risk before it becomes churn, and build the case for expansion when accounts are healthy. Collate is a fully in-person company based in San Francisco, 5x week.
Frequently Asked Questions
Is the salary disclosed for the Customer Success Manager position at collate?
The salary for this Customer Success Manager role at collate is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Customer Success Manager position at collate located?
This Customer Success Manager role at collate is based in San Francisco. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Customer Success Manager at collate belong to?
This Customer Success Manager position is part of the Customer Experience department at collate. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Customer Success Manager position at collate?
Click the "Apply Now" button on this page. You will be redirected to collate's official application portal hosted on lever where you can submit your application directly.
When was the Customer Success Manager job at collate posted?
This Customer Success Manager position at collate was posted on Jul 23, 2026. Apply as soon as possible — early applications are often reviewed first.
Customer Success Manager
collate
You'll be redirected to collate's official application page on Lever.