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Customer Success Manager

🏢 Collate · 📍 San Francisco · 💼 onsite
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Position Summary & Responsibilities

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.

🎯 Candidate Preparation Guide For Collate Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Testing rapid architectural problem-solving, developer-first empathy, and the capability to build high-performance data integration pipelines.

📋 Preparation Priorities (Key Areas to Clarify):
  • 1. Over-engineering simple solutions or failing to consider the end-user developer experience.
  • 2. Getting defensive when code is challenged or refactored live by engineering leads.
  • 3. Lack of foundational knowledge in distributed systems and asynchronous data processing.
✨ Recommended Role Alignment Hook:

I build resilient, low-latency data pipelines that make complex integrations feel entirely seamless for the end developer.

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