About the 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 looking for a Sr Implementation Manager to join our early team and help build the foundation for how we onboard and support customers using Windchill. From the moment a deal closes, you’ll own the customer journey — designing onboarding experiences, configuring solutions, and ensuring our product drives immediate value. You’ll work side-by-side with customers to understand their workflows, translate needs into product setups, and guide them through successful adoption. Collate is a fully in-person company based in San Francisco.
What You’ll Do
- Lead Full-Cycle Implementations -Drive implementations from kickoff to go‑live, including scoping, requirement gathering, configuration, testing, training, and deployment.
- Customer & Stakeholder Management -Serve as the primary liaison for clients, understanding complex scientific and regulatory workflows and ensuring their successful lift‑off.
- Cross-Functional Collaboration -Work hand‑in‑hand with Product, Engineering, and Ops teams to define deliverables, manage scope, address technical challenges, and adapt solutions for regulated environments.
- Project Planning & Execution -Develop and manage detailed project plans, maintain schedules, track milestones, manage risks and issue escalation to ensure punctual, high‑quality delivery.
- Product Feedback & Process Improvement -Capture customer insights to inform product enhancements; contribute to refining internal implementation methodologies, templates, and tools to scale operations efficiently.
What We’re Looking For
- 8+ years of client-facing implementation experiences - Successfully led enterprise software or platform deployments, preferably within life sciences, biotech, or other highly regulated industries. We are specifically looking for 2+ years experience with Windchill and industry knowledge of Life Sciences Quality or Quality Management Systems (QMS).
- Project Management - Proven ability to lead complex, multi-stakeholder projects from kickoff through delivery. Skilled in planning, scheduling, risk management, and keeping cross-functional teams aligned.
- Thorough and Detail-Oriented - Known for a meticulous approach to requirements gathering, solution design, and execution. Able to anticipate gaps, catch inconsistencies, and ensure deliverables standards.
- Communication & Collaboration - Excellent written and verbal communication skills, with the ability to translate technical and scientific concepts for diverse audiences. Builds strong relationships with clients and internal teams.
Bonus Points - Prior experience at a startup — able to wear multiple hats, thrive in ambiguity, and build structure in fast-paced, high-growth environments.
Why Join Collate?
Impact: Build systems and experiences that touch real patients and providers, improving healthcare outcomes.
Ownership: Shape both our product experience and our engineering culture from the start.
Learning: Collaborate with a uniquely interdisciplinary team—AI researchers, healthcare leaders, and experienced startup builders.
Upside: Join a company early enough to have meaningful equity and career-defining impact.
The base salary range for this role is competitive, depending on experience and level (Tier 1, San Francisco)