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, CRM Systems to 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 that scale across Sales, Marketing, Customer Success, and Finance.
You will serve as both a strategic leader and technical architect, balancing long-term CRM roadmap planning with hands-on design, configuration, and optimization of Salesforce. The ideal candidate brings deep experience in CPQ, complex enterprise system integrations, and the ability to support diverse sales motions, including both Product-Led Growth (PLG) and Sales-Led Growth (SLG) models.
Your Area of FocusCRM Architecture & Hands-On Execution
- Design and oversee CRM architecture, with direct involvement in Salesforce configuration, data modeling, CPQ setup, and advanced automation.
Salesforce CPQ & Advanced CRM Capabilities
- Lead Salesforce CPQ transformations to enable scalable quoting, pricing, and contract management. Ensure alignment with upstream product data and downstream ERP/finance integrations.
Enable Multiple Sales Models
- Configure CRM processes and data structures to support both PLG (high-velocity, self-service) and SLG (enterprise, high-touch) motions. Partner with Revenue Operations and Customer Operations to ensure CRM supports the full customer lifecycle.
Team Leadership & Standards
- Build and mentor a high-performing CRM team. Establish architecture standards, coding practices, and documentation processes to ensure consistency and scalability.
Cross-Functional Alignment
- Partner with executives and other stakeholders to align CRM roadmap with business strategy, influencing decisions that shape customer experience and revenue performance.
Governance & Optimization
- Monitor system performance, enforce governance, and continuously identify areas for improvement to deliver resilient, efficient, and future-ready CRM solutions.
- 10+ years of experience in CRM systems, with significant time spent in Salesforce architecture and leadership roles.
- Deep technical expertise in Salesforce configuration, data modeling, and CPQ implementation.
- Proven ability to design CRM solutions that support both Product-Led Growth (PLG) and Sales-Led Growth (SLG) selling models.
- Hands-on experience integrating Salesforce with ERP, CPQ, marketing automation, and customer success platforms.
- Strong architectural skills with the ability to design scalable, maintainable CRM solutions that balance business needs with technical best practices.
- Experience leading feasibility studies, budgets, and cost-benefit analyses for CRM programs.
- Demonstrated success in building and retaining high-performing technical teams.
- Excellent influencing skills, with the ability to drive outcomes across executive and cross-functional stakeholders.
- Known for introducing innovation in CRM through AI, automation, and process transformation initiatives.
- Salesforce certifications (Administrator, Advanced Administrator, CPQ Specialist, or Architect-level credentials) 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.
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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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