About the Role

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 Focus

Automation & 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. Your Professional Qualifications 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. About Tebra

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 Values Start with the Customer 

We get to know our customers - and their patients - and look at the world through their lens.

Keep It Simple

Healthcare is too complex. We aim to simplify it for everyone.

Stay Entrepreneurial 

We reject the status quo and solve problems with creativity, perseverance, and a bias to action.

Better Together

We are diverse, humble, and collaborative. We put the team first and win together.

Celebrate Success

Life is short and joy is underrated. We take time to have fun and celebrate success.

Perks & Benefits 

In 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.

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