[Remote] Director, CRM Systems at Tebra

United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Healthcare TechnologyIndustries

Requirements

Candidates must possess over 10 years of experience in CRM systems, with substantial time dedicated to Salesforce architecture and leadership roles. Deep technical expertise in Salesforce configuration, data modeling, and CPQ implementation is essential. Proven ability to design CRM solutions supporting both Product-Led Growth (PLG) and Sales-Led Growth (SLG) selling models is required, along with hands-on experience integrating Salesforce with ERP, CPQ, marketing automation, and customer success platforms. Strong architectural skills for designing scalable, maintainable CRM solutions are necessary, as is experience leading feasibility studies, budgets, and cost-benefit analyses for CRM programs. Demonstrated success in building and retaining high-performing technical teams is crucial, as are excellent influencing skills to drive outcomes across executive and cross-functional stakeholders. Experience introducing innovation in CRM through AI, automation, and process transformation initiatives is valued. Salesforce certifications are preferred.

Responsibilities

The Director, CRM Systems will lead the architecture, strategy, and execution of enterprise CRM platforms, with a strong emphasis on hands-on technical leadership. This role is responsible for Salesforce architecture and governance, including CPQ, integrations, and automation across Sales, Marketing, Customer Success, and Finance. Responsibilities include designing and overseeing CRM architecture with direct involvement in Salesforce configuration, data modeling, CPQ setup, and advanced automation. The role involves leading Salesforce CPQ transformations, configuring CRM processes to support PLG and SLG motions, and partnering with Revenue Operations and Customer Operations. Building and mentoring a high-performing CRM team, establishing architecture standards, coding practices, and documentation processes are key duties. The Director will partner with executives and stakeholders to align the CRM roadmap with business strategy, monitor system performance, enforce governance, and identify areas for continuous improvement.

Skills

Salesforce Architecture

Salesforce CPQ

CRM Strategy

Data Modeling

System Integrations

Automation

Product-Led Growth (PLG)

Sales-Led Growth (SLG)

Team Leadership

Coding Practices

Tebra

Provides digital solutions for healthcare providers

About Tebra

Tebra provides digital solutions designed to enhance the efficiency of healthcare providers, including medical practices and clinics. The company's offerings help improve web traffic, increase appointment volume, and streamline overall practice operations. By using Tebra's technology, healthcare providers can focus more on patient care and offer a wider range of services. Tebra stands out from competitors due to its origins from the merger of two established companies, Kareo and PatientPop, which allows it to leverage a wealth of experience in the healthcare technology market. The goal of Tebra is to empower healthcare providers to operate more effectively and improve patient outcomes.

Newport Beach, CaliforniaHeadquarters

2021Year Founded

$133.3MTotal Funding

EARLY_VCCompany Stage

Enterprise Software, HealthcareIndustries

1,001-5,000Employees