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Director, CRM Systems

Tebra Inc.

Job Overview

Location

Oregon, USA

Job Type

Full-time

Full Job Description

📋 Description

• Own the strategic roadmap and day-to-day operations of Tebra’s entire CRM ecosystem, currently anchored by Salesforce Sales Cloud, Service Cloud, Pardot, and Marketing Cloud Account Engagement, plus an expanding stack of integrated RevOps tools.
• Partner directly with Sales, Marketing, Customer Success, Finance, and Product leadership to translate high-growth revenue targets into scalable CRM processes, ensuring every lead, opportunity, renewal, and expansion dollar is tracked, nurtured, and optimized.
• Lead a distributed team of Salesforce administrators, developers, architects, and business analysts—currently 8 FTEs and growing—while fostering a culture of continuous improvement, rigorous documentation, and customer-centric thinking across all time zones.
• Architect and deliver end-to-end solutions that unify fragmented data sources, automate complex workflows, and surface real-time insights through Tableau CRM and custom dashboards, enabling executives to make faster, data-driven decisions.
• Establish and enforce governance policies for data hygiene, security, and compliance (SOC 2, HIPAA, GDPR), balancing rapid experimentation with bulletproof audit trails that satisfy both internal stakeholders and external regulators.
• Drive quarterly OKRs that tie CRM enhancements directly to ARR growth, churn reduction, and sales velocity KPIs; present results to the C-suite and Board, translating technical achievements into clear business impact.
• Evaluate, negotiate, and integrate emerging MarTech and RevTech vendors—think Gong, Chili Piper, 6sense, or similar—ensuring each new tool amplifies pipeline efficiency without creating technical debt.
• Champion change-management best practices: craft training curricula, run enablement workshops, and publish self-service knowledge bases so that 1,000+ end-users adopt new features at >80 % utilization within 90 days of release.
• Own the annual CRM budget (currently mid-seven figures), optimizing license allocation, sandbox strategy, and release cadence to deliver 99.9 % uptime while keeping YoY spend growth under 10 %.
• Serve as the executive escalation point for critical incidents, leveraging your deep Salesforce expertise and vendor relationships to restore service within SLA and conduct blameless post-mortems that prevent recurrence.
• Build predictive models that score leads, forecast renewals, and identify expansion whitespace, feeding AI-driven recommendations directly into sales rep workflows and marketing nurture tracks.
• Collaborate with Product and Engineering to ensure that in-app telemetry and customer usage data flow seamlessly into the CRM, creating a 360° customer view that powers both upsell campaigns and proactive support interventions.
• Spearhead international expansion readiness by localizing currency, language, and compliance requirements across new geos, ensuring the CRM scales as effortlessly as Tebra’s ambitions.
• Mentor the next generation of CRM leaders through formal career-pathing, monthly 1:1 coaching, and sponsorship for Salesforce certifications such as Admin, Advanced Admin, Platform Developer II, and Marketing Cloud Consultant.
• Represent Tebra at industry conferences, user groups, and Salesforce Dreamforce, sharing our innovations in healthcare SaaS CRM while recruiting top-tier talent and strategic partners.

🎯 Requirements

• 10+ years progressive CRM leadership experience, including at least 5 years owning Salesforce Sales Cloud and Service Cloud in a high-growth B2B SaaS environment with 500+ end-users.
• Demonstrated success designing and deploying enterprise-grade Salesforce solutions involving custom objects, Apex triggers, Flow, Lightning Web Components, and Marketing Cloud Account Engagement.
• Deep expertise in data architecture, ETL processes, and integration patterns (REST/SOAP APIs, MuleSoft, Zapier, Workato) connecting CRM to ERP, product telemetry, and customer success platforms.
• Proven ability to translate complex technical concepts into board-level narratives, with experience presenting to C-suite and external investors on CRM-driven revenue outcomes.
• Nice-to-have: Salesforce Certified Technical Architect (CTA) or multiple advanced certifications; prior experience in healthcare or regulated industries with HIPAA compliance mandates.

🏖️ Benefits

• Remote-first culture with quarterly in-person summits in rotating global locations, plus an annual $2,000 home-office stipend and $500 monthly co-working allowance.
• Competitive base salary benchmarked to one of four geo-zones, plus 20 % target variable pay tied to ARR and NRR performance metrics.
• 100 % employer-paid medical, dental, and vision for employees and 75 % for dependents, plus a $150 monthly wellness stipend and 12 free therapy sessions per year through Modern Health.
• 20 days PTO, 10 company holidays, 1 week year-end shutdown, and a 12-week fully paid parental leave policy that can be taken flexibly within the first year of a child’s birth or adoption.

Skills & Technologies

Remote

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Tebra Inc.

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About Tebra Inc.

Tebra provides cloud-based practice-management, electronic health-record and patient-engagement software designed for independent medical practices in the United States. The Kareo and PatientPop platforms, now united under the Tebra brand, integrate clinical documentation, billing, scheduling, telehealth, marketing and reputation management in one subscription service. By automating administrative workflows and offering data-driven growth tools, Tebra helps solo and small-group physicians reduce paperwork, accelerate reimbursement and attract new patients while maintaining compliance with HIPAA and other healthcare regulations.

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