Tebra

Sales

• Drive full adoption of our outbound and discovery playbooks (Outreach, SPICED, Pclub, Momentum).
• Create a high-performance culture rooted in accountability, coaching, and consultative sales excellence.
• Lead weekly 1:1s and team meetings aligned to a shared sales process, focusing on objection handling, business impact, and call control.
• Oversee outbound prospecting, pipeline creation, and full-cycle execution for a team with a ~$2M+ ARR target.
• Track KPIs including activity, meetings booked/held, conversion rates, ACV and quota attainment.
• Join 3+ live calls/week (cold call, disco, or demo) and provide real-time feedback using a scorecard.
• Deliver 2+ coaching touchpoints/month per rep, with a goal of 75%+ improvement in call quality over 60 days.
• Own pipeline coverage, forecast accuracy, and pacing to goal across your team, with a focus on both short-term execution and long-term planning.
• Deliver accurate weekly forecasts and commit to consistent reporting using Salesforce dashboards and CRM hygiene best practices.
• Proactively flag risk to targets with data-backed insights and action plans to course-correct.
• Partner with RevOps and Sales Leadership to ensure visibility into pipeline health, deal velocity, and conversion efficiency.
• Ensure 100% of opportunities have Momentum call notes, 90%+ pipeline hygiene, and full compliance with tools (Outreach, Chilipiper, Salesforce).
• Refine processes and remove friction through data-backed insights and rep feedback.
• Minimize KPI variance across reps (≤10%) by reinforcing best practices consistently.
• Represent the outbound sales voice in strategy meetings and help shape cross-functional initiatives.

Senior Sales Manager, Practice Solution

Marketing

• Handling all inbound leads that are funneled to you from our world-class marketing team.
• Calling and booking demos with these prospects for our Account Executive’s to close.
• Setting quality meetings with medical practices across the country.
• Working with our marketing department on special projects.
• Playing an integral role in building our sales pipeline and our business!
• In the MDR Training at Tebra, you will spend each day setting meetings for our sales team while learning the skills necessary to be a successful Marketing Development Representative.
• Learning all of our different inbound lead channels, working very closely with marketing, and establishing the value of our platform.
• Starting to work recycled leads both from campaigns generated by our marketing department and from generating leads yourself.
• Learning to build rapport, qualify opportunities, and find your prospects' needs.
• Demonstrating mastery of skills at this level by exceeding quota for two months in a row.
• Learning to tell a great story, tie benefits to pain, and use content to sell.

Marketing Development Representative

Product Designer

• Contribute to the vision and design strategy that connects customer and business value
• Have strong creative and conceptual design skills and the ability to evolve ideas that drive innovation
• Make proficient use of design system guidelines
• Collaborate with team members across product and engineering
• Lead customer research sessions and interview customers effectively
• Seek out feedback and inputs from a variety of sources

Account Executive

• Identify and engage with prospective clients, generating new business opportunities.
• Execute a consultative sales approach to qualify leads, present Tebra’s Practice Solutions, and close new business.
• Manage and prioritize an active pipeline of prospects, ensuring consistent follow-up and timely progress toward closing deals.
• Partner with the Sales Manager and internal teams (marketing, sales operations) to align sales efforts and ensure efficient lead handling, conversion, and win rate.
• Meet or exceed monthly and quarterly sales targets, contributing to the overall success of the outbound sales team.
• Understand the specific needs of each prospect, positioning Tebra’s solutions as a trusted partner to address pain points and deliver impact.
• Maintain accurate and up-to-date records in Salesforce (or HubSpot), tracking prospect interactions and progress throughout the sales cycle.
• Collaborate with colleagues, sharing insights, strategies, and best practices to enhance team performance and collective success.

Account Executive, Practice Solutions

Customer Success Manager

• As a Customer Success Manager, you will be the main point of contact for providing guidance to our strategic customers.
• You will work with our customers to outline their key performance metrics and assist them in utilizing our platform to optimize their workflow, and help them reach their digital marketing goals.
• You will be a keen problem solver who can think quickly on their feet and diagnose customer issues.
• You will need to formulate a strategy and deliver results.
• CSMs have consistently proven to be self-starters who thrive in a fast-paced environment and are confident to take control of customer conversations and provide clear guidance on how high-value customers can accomplish their goals.

Customer Success Manager, Strategic

• Nurture, expand and retain our Strategic customer base of customers spending over $15,000 in annual revenue.
• Understand clients' business and digital marketing goals, set expectations, and assess what they need to achieve full system adoption.
• Develop a customized strategic plan for clients and proactively monitor progress, providing necessary resources to increase lifetime customer value.
• Conduct strategic outreach to your client base, focusing on adoption, retention, or revenue drivers using customer health and engagement analytics.
• Provide personalized recommendations on how adopting the core product or add-on services can drive value for clients.
• Achieve ARR Retention and Expansion revenue goals each quarter, ensuring all personally supported accounts are progressing towards full utilization of the application.
• Tailor conversations to clients' needs, document and resolve open action items and critical gaps promptly, leveraging your product and customer knowledge.
• Demonstrate expertise in learning new solutions quickly and finding creative and strategic solutions for clients' growth and goals.
• Deepen knowledge of industry, digital marketing best practices, and consultative selling tactics through continued learning opportunities provided throughout your tenure.
• Collaborate with Marketing, Product, and other Customer Success teams to test new initiatives' effectiveness and provide customer feedback and workflow optimization opportunities.

Senior Customer Success Manager, Strategic

Account Manager

• Consult closely with billing companies to ensure their satisfaction with Tebra solutions
• Identify and address all business and technical issues impacting customer success
• Report key account metrics and insights to internal teams
• Contribute to account management program development activities
• Map Tebra solutions to customer’s unique business and technical requirements
• Drive adoption of Tebra solutions within assigned accounts
• Provide project leadership, coordination and technical guidance for major initiatives
• Maintain high-level technical knowledge of core Tebra solutions
• Develop comprehensive business plans for account growth

Sales Development Rep

• Manage, lead, mentor and coach a team of SDRs.
• Act as a leader, empowering the team to exceed targets every month by mastering our value proposition and lead development process.
• Create, communicate, and track individual team goals.
• Spend a significant part of your day coaching and helping your team.
• Consistently work to improve the team’s conversion rates.
• Utilize sales enablement tools to drive conversion and team success – i.e. OutReach and Salesforce.
• Foster a strong relationship and processes between the Lead Development and Sales Teams.
• Collaborate with the marketing teams to help develop assets and tools to support the efforts and results of the SDR team.
• Go above and beyond to ensure team synergy and best practices are in utilized.
• Nurture and grow the team and help them reach their next career goal. This team is all about learning and growing!
• Be willing to test, optimize and test again!

Sales Development Manager

Risk

• Gather customer information to conduct in depth analysis of customer data for Know Your Customer underwriting and customer due diligence.
• Review and process customer profile and bank account changes.
• Review and process ACH rejections and Notice of Changes.
• Daily review and processing of chargebacks.
• Review detailed monitoring of payments transactional activities to detect and prevent payments risks.
• Conduct preliminary investigation of suspicious payment activity and suspected fraudulent activity, and work with senior staff to make recommendations for actions to be taken.
• Perform in depth data analysis to identify outliers and trends, to identify and prevent fraud and contribute to continuously improve risk strategy and controls.
• Ensure compliance with operational policies and applicable regulatory requirements.

Associate Risk Operations Analyst

Digital Marketing

• Execute paid media campaigns across LinkedIn, Meta, YouTube, Google Ads, and display networks
• Own campaigns from kick-off through launch, maintaining clear timelines, and driving results
• Collaborate with internal creative, content and growth marketing teams
• Support the full ad creative lifecycle
• Monitor and analyze campaign performance and budget pacing daily
• Provide thoughtful rationale for strategic decision making
• Document campaign strategies, performance insights, and project updates
• Work closely with Marketing Operations, Sales, etc.
• Stay up-to-date on industry trends and emerging technologies in the paid media space
• Help maintain operational excellence

Digital Marketing Specialist

• Drive a team of high performing Account Executives to meet revenue targets and exceed customer expectations.
• Manage, lead, mentor and coach a team of Account Executives.
• Act as a leader and empower the team to exceed quota every month by mastering our value proposition and sales process.
• Play a key role in increasing sales and giving our prospective customers an outstanding experience.
• Help your team with deal strategies and assist with demos and calls when needed.
• Develop reps professionally while grooming the next generation of Tebra’s sales leaders.
• Work cross functionally with Marketing, Product, Implementation, and Support teams to ensure growth of Tebra product and increase customer satisfaction.
• Resolve escalated customer issues using your compassion and empathy for the customer’s situation.
• Recruit, hire, and manage your Account Executives to be successful and driven salespeople.
• Consistently improve your team’s KPI’s (speed to lead, conversion rate, win rate, etc.).
• Utilize sales enablement tools to drive conversion and team success – i.e. OutReach and Salesforce.

Sales Manager

Support Engineer

• Troubleshoot and resolve frontline technical issues by working directly with agents and customers to assist with ensuring effective solutions in real-time
• Escalate unresolved issues by creating detailed JIRA tickets with accurate documentation
• Communicate with customers and frontline agents through CRM (Salesforce) providing proactive updates on ticket status and resolution progress
• Maintain detailed and organized case documentation to ensure visibility, efficiency and accountability in issue resolution
• Collaborate with internal teams (Support, Engineering, Product) to identify trends, report recurring issues, and contribute to process improvements
• Act as a liaison between departments, ensuring effective communication and swift issue resolution
• Utilize internal knowledge bases and resources to enhance troubleshooting effectiveness and minimize escalations
• Provide billing support to healthcare providers, billers, and administrative teams via phone, email, and chat
• Resolve technical issues regarding billing, claims processing, utilizing features effectively, and payment issues within the platform
• Provide feedback to improve internal operating procedures, customer help articles and troubleshooting guides
• Stay up to date with company products, services, and system updates to provide accurate and informed technical support
• Assist with highly complex, escalated support tickets, providing direct customer support as needed
• Track and manage internal communications effectively, ensuring timely responses and follow-ups
• Adhere to KPIs by maintaining response and resolution times ensuring efficient case management and meeting SLA requirements
• Handle case management and JIRA ticket management, ensuring all relevant information is documented accurately and tickets are tracked through resolution

Technical Support Coordinator

Accountant

• About the Role: We are looking for a highly motivated Senior Staff Accountant with a positive attitude, analytical mind, and excellent interpersonal skills to support our ever-evolving business in this temporary role. The Senior Staff Accountant will be an integral member of the Accounting team, supporting Tebra’s Finance & Accounting operations in a fast-paced, team-focused environment that provides many challenging opportunities in the development of one’s professional, technical, and analytical skills. Quick studies possessing the ability to understand and apply more complex areas of accounting and a drive to enhance our processes are essential for success in the role.
• Your Area of Focus: Responsible for daily transaction processing, coding and recording including vendor invoices, bank cash coding, and employee expense reports; Maintaining, reconciling, and analyzing the general ledger account activity; Assist in month-end close activities; Contribute to monthly & quarterly fluctuation analysis; Ensure financial records are maintained in compliance with company policies and procedures; Provide exceptional service cross-functionally; Participate in the financial audit and preparation of required audit support schedules; Assist with U.S. local, state, and federal tax filing; Identify opportunities and propose solutions; Assist with other areas of accounting; Participate in cross training of other roles.
• Your Professional Qualifications: Bachelor’s degree, 3+ years experience, etc. (full list from content).