Full-Time

Director - CRM Systems

Posted on 11/7/2025

Tebra

Tebra

1,001-5,000 employees

Provides digital solutions for healthcare providers

Compensation Overview

$224k - $256k/yr

+ Variable pay

Remote in USA

Remote

Category
Engineering Management (1)
Required Skills
Data Structures & Algorithms
Salesforce
Business Strategy
Requirements
  • 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
Responsibilities
  • Design and oversee CRM architecture, with direct involvement in Salesforce configuration, data modeling, CPQ setup, and advanced automation
  • Lead Salesforce CPQ transformations to enable scalable quoting, pricing, and contract management. Ensure alignment with upstream product data and downstream ERP/finance integrations
  • 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
  • Build and mentor a high-performing CRM team. Establish architecture standards, coding practices, and documentation processes to ensure consistency and scalability
  • Partner with executives and other stakeholders to align CRM roadmap with business strategy, influencing decisions that shape customer experience and revenue performance
  • Monitor system performance, enforce governance, and continuously identify areas for improvement to deliver resilient, efficient, and future-ready CRM solutions
Desired Qualifications
  • Salesforce certifications (Administrator, Advanced Administrator, CPQ Specialist, or Architect-level credentials) preferred

Tebra consolidates Kareo and PatientPop to offer a unified healthcare technology platform for providers. It delivers digital tools that help practices run more efficiently by boosting web presence, increasing appointment bookings, and improving overall practice operations. The product operates as a SaaS suite that providers use to manage marketing, scheduling, patient engagement, and back-office tasks, aiming to streamline workflows and free clinicians to focus on patient care. Compared with competitors, Tebra combines the capabilities of marketing (web traffic and leads), appointment management, and practice efficiency within one integrated platform, backed by active customer deployments and measurable client outcomes. The company’s goal is to help healthcare providers spend more time with patients and grow revenue by improving efficiency, patient access, and service delivery.

Company Size

1,001-5,000

Company Stage

Early VC

Total Funding

$387M

Headquarters

Newport Beach, California

Founded

2021

Simplify Jobs

Simplify's Take

What believers are saying

  • Secured $250M funding to accelerate AI across EHR, billing, patient experience, and practice marketing capabilities.
  • AI Review Replies and Insights drive 81% higher Google impressions and 60% greater map pack visibility for practices.
  • DrFirst partnership integrates RxInform to address medication non-adherence affecting 125,000 avoidable deaths annually.

What critics are saying

  • Epic Systems expands MyChart into independent practices, leveraging hospital networks to erode Tebra's market position.
  • Waystar-Athenahealth consolidation controls 35% RCM market with faster AI denial prediction, undercutting Tebra's billing.
  • OpenAI-athenahealth GPT-5 EHR plugins commoditize AI innovations, threatening 25% subscription renewal decline.

What makes Tebra unique

  • All-in-one platform integrates EHR, billing, scheduling, marketing, and patient engagement without tab-switching.
  • AI Note Assist generates 500,000+ clinical notes monthly, reducing documentation time by 30–50% for providers.
  • Serves 140,000+ independent healthcare providers managing 125 million patient records with purpose-built workflows.

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Benefits

Remote Work Options

Wellness Program

Mental Health Support

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

0%

2 year growth

-1%
Business Wire
Dec 18th, 2025
Private Practice Platform Tebra Secures $250M to Accelerate AI Innovation

Tebra, the all-in-one EHR+ platform trusted by over 140,000 private healthcare providers, today announced it has closed $250 million in new equity and debt f...

FinSMEs
Dec 17th, 2025
Tebra Receives $250M in Funding

Tebra receives $250M in funding. Tebra, a Newport Beach, CA-based EHR+ platform provider, received $250m in new financing. The financing was led by existing investor Hildred as well as a debt facility provided by J.P. Morgan, with participation from existing investors Montreux Growth Partners, Toba Capital, Transformation Capital, and HLM Venture Partners. The company intends to use the funds to accelerate AI-led capabilities across every aspect of practice management, including EHR, billing and payments, patient experience, and practice marketing. Led by Dan Rodrigues, Founder and Chief Executive Officer, Tebra is an EHR+ platform built exclusively for private healthcare practices. It connects EHR, billing, automation, telehealth, and marketing - so providers can spend less time on admin and more time with patients. The company says the solution is used by over 140,000 private healthcare providers, managing 125 million patient records.

Business Wire
Dec 17th, 2025
Tebra raises $250M for AI-powered clinical documentation and billing automation

Tebra, a private practice platform, has secured $250 million in financing led by Hildred Capital. The Newport Beach-based company plans to deploy the funds towards AI innovation across clinical documentation, billing automation and practice marketing. The investment will enable Tebra to accelerate the development and implementation of artificial intelligence tools designed to streamline administrative processes for healthcare practices.

DrFirst
Dec 10th, 2025
Tebra Partners With DrFirst to Improve Medication Adherence

Tebra partners with DrFirst to improve medication adherence. New partnership helps private practices improve patient outcomes through automated prescription messaging and timely education. CORONA DEL MAR, Ca., and ARLINGTON, Va., December 10, 2025 - Tebra is proud to announce the launch of a new program addressing medication non-adherence. The program uses RxInform, an innovative prescription notification solution by DrFirst, now integrated into the Tebra EHR+ platform. The integrated solution helps independent practices support patients beyond the exam room. It combines automated outreach with a secure link to educational resources that improve treatment follow-through, strengthen clinical outcomes, and reduce administrative work. "Physicians want to ensure their patients are filling and taking their medications for the best possible health outcomes," said Laizer Kornwasser, CEO of DrFirst. "Engaging patients in the moments after a prescription is written improves adherence and strengthens the doctor-patient relationship. By automating that touchpoint, we help practices move from hoping patients follow through to knowing they have the support and information needed to succeed with their treatment." Medication non-adherence is a major challenge in the U.S. healthcare system and contributes to an estimated 125,000 avoidable deaths each year. With 25% of new prescriptions and 50% of refills never being picked up, the financial toll costs the system between $100 billion and $290 billion annually. This partnership brings together Tebra's practice automation platform and DrFirst's targeted engagement tools to help close the gap between prescribing and fulfillment. With the integration, providers can encourage patients to follow their prescribed therapy directly from their existing workflow. RxInform, the prescription engagement platform from DrFirst, is designed to improve adherence through simple, automated communication. Key features include: * Automated text alerts: Patients receive an immediate text message moments after their provider submits an e-prescription. * HIPAA-compliant portal: A secure link takes patients to a personalized web page where they can review prescription details, confirm pharmacy information, and access available discounts. * Pickup reminders: Patients can easily set reminders to ensure they pick up their medication on time. * Educational content: The platform provides clear, valuable information on safe medication usage and potential interactions, without marketing or ads. Together, these tools give private practices an accessible way to support patients, strengthen their care experience, and help lower the costs associated with missed or delayed medication therapy. "We are incredibly excited to further invest in our partner ecosystem to deliver additional integrated solutions for our clients," said Kyle Ryan, Chief Product and Technology Officer at Tebra. "By integrating the e-prescribing enhancement from DrFirst with Tebra, we're helping independent practices simplify workflows, improve the patient experience, and devote more attention to delivering exceptional patient care." To learn more about how RxInform by DrFirst supports patient outcomes through automated prescription messages, visit their listing in the Tebra partner marketplace. About Tebra Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. Designed to replace the fragmented tools built for corporate systems, Tebra connects EHR, billing, automation, telehealth, and marketing, so providers can spend less time on admin and more time with patients. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout, helping clinicians leave work on time and rediscover their purpose. Learn more at tebra.com. About DrFirst For 25 years, healthcare IT pioneer DrFirst has empowered providers and patients to achieve better health through intelligent medication management. The company has won over 25 awards for excellence and innovation, including TIME's list of the World's Top HealthTech Companies of 2025, recognizing the company's medication management solutions and integrated workflows that make every step of the patient journey easier, from first prescription to ongoing adherence. DrFirst solutions help 100 million patients a year and are used by more than 450,000 prescribers, 71,000 pharmacies, 270 EHRs, and over 2,000 hospitals in the U.S. To learn more, visit DrFirst.com. Media Contact: Erin Jundef Bospar Communications [email protected]

The Healthcare Technology Report
Nov 7th, 2025
Tebra Introduces AI Review Tools Within EHR+ Patient Experience Package

Tebra introduces AI Review tools within EHR+ Patient Experience package. Tebra has introduced AI Review Replies and AI Review Insights within its EHR+ Patient Experience suite, making it the first EHR platform with built-in AI-powered sentiment analysis and automated review response tools. These new capabilities help practices manage online reputation efficiently while remaining HIPAA-compliant. Kyle Ryan, Chief Product & Technology Officer at Tebra, stated, "Healthcare practices are overwhelmed managing patient care while trying to maintain their online presence. Our AI Review Replies solution eliminates the time burden of crafting individual responses while ensuring every patient feels heard." Healthcare practices using the feature have seen up to 81% higher Google impressions and 60% greater map pack visibility, demonstrating its tangible impact on engagement and visibility. The second feature, AI Review Insights, applies machine learning to analyze patient feedback across five key experience factors: wait times, scheduling, staff, communication, and care. It provides actionable summaries that reveal satisfaction trends, improvement areas, and patient retention indicators.

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