Tebra only initiates contact with candidates via email from an official Tebra email address (@tebra.com, @patientpop.com, or @kareo.com) or through our applicant tracking system, Greenhouse. We will only ask you to provide sensitive personal information through our official application portal — not via social media or text message. We do not conduct interviews via instant messaging.
We are seeking a Director, AI & Automation to lead the vision, strategy, and execution of enterprise-wide automation and AI initiatives. This role combines technical depth in integration and AI engineering with strategic leadership responsibilities, driving scalable automations, AI-assisted workflows, and data pipelines across the enterprise.
As a hands-on leader, you will guide the architecture and design of automation frameworks primarily with Workato but also taking into consideration other frameworks including Snowflake, Salesforce, NetSuite, and Slack while building and mentoring a high-performing team. You will also partner with executives and other stakeholders to ensure automation and AI programs align with business priorities, improve efficiency, and enable transformative customer and employee experiences.
Your Area of FocusAutomation & AI Strategy
- Define and execute the automation and AI strategy across the enterprise, balancing hands-on technical contributions with leadership of cross-functional initiatives.
Architecture & Technical Oversight
- Oversee the design of resilient, observable automation frameworks and AI-enabled workflows. Provide hands-on guidance in Workato and AI model integration, ensuring best practices for scalability and governance.
Enterprise Integration Leadership
- Direct system-to-system integrations (Salesforce, NetSuite, Snowflake) with a focus on data quality, reusability, and automation of lead-to-cash and analytics workflows.
AI Workflow Enablement
- Operationalize AI use cases such as knowledge retrieval, intelligent triage, automated approvals, autonomous workflows, and user prompted workflows across Workato and other AI tools.
Governance & Standards
- Establish enterprise standards for automation design, testing, monitoring, and documentation. Ensure adherence to data governance, security, and compliance practices.
Stakeholder Engagement & Influence
- Partner with executives and business leaders to shape automation priorities and influence adoption of AI-driven capabilities across functions.
Team Leadership & Talent Development
- Hire, mentor, and retain a strong team of automation engineers, analysts, and architects. Promote a culture of innovation, excellence, and accountability.
- 10+ years of experience in automation, integration, or data engineering, including 3+ years in a leadership role.
- Proven expertise with Workato required.
- Expertise with Snowflake, Salesforce, and NetSuite, with strong architectural and automation design skills preferred.
- Hands-on technical background in ETL/ELT, data modeling, SQL/T-SQL, and programming (Python, Ruby, or similar).
- Experience operationalizing AI/ML models and workflows for enterprise use cases.
- Strong leadership competencies: hiring, motivating, and retaining top technical talent.
- Skilled in stakeholder engagement and executive influence, able to translate business needs into automation/AI strategies that deliver measurable outcome.
- Demonstrated ability to conduct feasibility studies, budgets, and project proposals for enterprise-wide initiatives.
- Track record of introducing innovation in automation and AI while maintaining governance and system reliability.
- Workato Automation Pro certification preferred.
Kareo and PatientPop have joined forces to become Tebra, the digital backbone for practice well-being. While our teams are still supporting both products, our new hires and current employees are now united as Team Tebra.
Tebra aims to unlock better healthcare by helping independent practices bring modernized care to patients everywhere. Well over 100,000 providers trust Tebra to elevate their patient experience, and help them grow their practice. At Tebra, we’re building the future of well-being together. That shared vision for tomorrow begins with compassion and humanity today.
Our ValuesStart with the CustomerWe get to know our customers - and their patients - and look at the world through their lens.
Keep It SimpleHealthcare is too complex. We aim to simplify it for everyone.
Stay EntrepreneurialWe reject the status quo and solve problems with creativity, perseverance, and a bias to action.
Better TogetherWe are diverse, humble, and collaborative. We put the team first and win together.
Celebrate SuccessLife is short and joy is underrated. We take time to have fun and celebrate success.
Perks & BenefitsIn addition to our healthcare benefits, we also offer amazing perks! Need work from home basics? We offer a discount through Dell! We also offer a number of resources to help you keep your mind and body healthy. Check out obe Fitness or Gympass for a great workout, or LifeWorks Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences.
#LI-SS1 #LI-Remote
We are dedicated to attracting and retaining top talent with competitive and fair compensation. For this position, this range reflects our Zone 1 (National Average) pay band. Your specific compensation is thoughtfully determined by your experience, qualifications, the specific requirements of the role, and your Geo Zone. Our geo-zone system ensures your pay is competitive for your location, recognizing varying costs of labor across regions.
Our four geo zones are designed to reflect this:
Zone 1: National Average
Zone 2: Moderately Higher Cost Regions
Zone 3: High-Cost Regions
Zone 4: Lower-Cost Regions
Beyond base compensation, Tebra offers eligible employees the opportunity for variable pay and a robust benefits package, reflecting our commitment to your overall well-being. In compliance with California pay transparency laws, the specific compensation range applicable to your Geo Zone will be shared during your initial talent screen.
Tebra is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
California residents who apply or are recruited for a job with us: please carefully review our California-specific Privacy Notice under the California Consumer Protection Act here: https://www.tebra.com/privacy-policy/california-supplemental-notice/
If you would like to report a fraudulent Tebra job posting, please contact us at [email protected] and consider reporting your experience to the FBI's Internet Crime Complaint Center or the Better Business Bureau to help keep others safe online, too.
As part of our commitment to a fair and efficient hiring process, Tebra utilizes BrightHire, an interview intelligence platform, for our phone and video screenings. This technology records and transcribes interviews to help us ensure consistency, reduce bias, and make more informed hiring decisions. By applying for this position, you acknowledge that your interview may be recorded.
Top Skills
What We Do
The world of medicine is forever evolving, with new demands and challenges around every corner. We’re always looking ahead to bring tomorrow’s solutions to today’s providers. Some might call it foresight or innovation. We call it Tebra. Today we’re helping practices thrive with solutions for practice operations and practice growth across our two products, Kareo and PatientPop. Together, they become the complete operating system for practice success.
We are Tebrans and we are building the future of well-being, together! Want to join our team? Check out our careers page.
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