About the Role

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 Focus

CRM 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. Your Professional Qualifications 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. 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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