Business Systems & Automation AI Manager

About Medworks Surgical

Medworks Surgical is a growing, multi-site provider of surgical support services. As we continue to scale, we're investing in the systems, automation, and technology that help our teams work smarter and operate more efficiently.

We're seeking a Business Systems & Automation/AI Manager to lead this effort. This is a highly visible, hands-on role that will shape our technology roadmap, optimize business systems, drive automation initiatives, and help integrate practical AI solutions across the organization.

Reporting directly to the Chief Operating Officer, you'll play a critical role in transforming manual processes into scalable systems that support sustainable growth.

What You'll Do

Own the Technology & Automation Roadmap

• Lead the planning, prioritization, and execution of technology and automation initiatives.
• Manage projects from concept through implementation while keeping stakeholders aligned and informed.

Configure & Optimize Salesforce

• Serve as the primary Salesforce administrator and system owner.
• Build and maintain objects, workflows, validation rules, reports, dashboards, and process automation.
• Ensure Salesforce serves as the central operational hub for the business.

Connect Business Systems

• Integrate Salesforce with Microsoft 365, financial systems, and operational tools.
• Streamline workflows and eliminate manual data entry across departments.
• Create an efficient end-to-end process from case capture through billing.

Deliver Actionable Business Intelligence

• Develop and maintain dashboards and reporting solutions using Power BI or comparable platforms.
• Provide leadership with real-time visibility into operational and financial performance.

Drive Automation & AI Adoption

• Identify, implement, and govern practical automation and AI solutions.
• Support tools such as Microsoft Copilot, Salesforce Agentforce, Einstein, and related technologies.
• Establish responsible usage standards and best practices across the organization.

Manage External Resources

• Work with consultants, vendors, and technical partners to deliver projects successfully.
• Define requirements, monitor performance, and manage budgets and timelines.

Support Data Governance & Privacy

• Maintain appropriate data governance and privacy practices.
• Help ensure responsible management of sensitive and healthcare-related information.

Partner Across the Organization

• Collaborate with Operations, Finance, Sales, and Leadership teams to improve processes.
• Support user training, adoption, documentation, and ongoing system enhancements.

What You'll Bring

• 5+ years of experience in business systems, revenue operations, business operations, sales operations, or a similar systems-focused role.
• Hands-on Salesforce administration experience, including configuration and workflow automation.
• Experience integrating business systems and building dashboards and reporting solutions.
• Strong understanding of process improvement and systems design.
• Experience managing third-party vendors and technical resources.
• Familiarity with data governance, privacy practices, and information security fundamentals.
• Excellent communication, collaboration, and stakeholder management skills.
• Ability to translate business needs into scalable technology solutions.

Preferred Qualifications

• Salesforce Administrator and/or Platform App Builder certification.
• Experience with Microsoft 365, Power Platform, Power Automate, or Microsoft Copilot.
• Experience with Salesforce Agentforce, Einstein, or other AI-enabled business tools.
• Background in healthcare, surgical services, field services, or multi-site operations.
• Experience supporting a rapidly growing or private-equity-backed organization.

What Success Looks Like

During your first year, you will:

• Implement core quoting and case-to-cash workflows within Salesforce.
• Connect critical business systems and eliminate unnecessary manual data entry.
• Replace manual reporting processes with live dashboards and real-time insights.
• Establish a strong foundation for automation and AI adoption across the company.
• Enable Medworks Surgical to scale efficiently without increasing administrative complexity.

Why Join Medworks Surgical?

This is an opportunity to have a direct impact on the future of a growing healthcare services organization. You'll work closely with executive leadership, influence company-wide processes, and help build the systems, automation, and AI capabilities that support our next stage of growth.

Benefits

Medworks Surgical offers a competitive compensation package and comprehensive benefits, including:

• Starting salary range of $110,000 - $130,000
• Medical, dental, and vision insurance
• Paid time off and company holidays
• 401(k) plan
• Professional development opportunities
• Technology and tools to support success

Equal Opportunity Employer

Medworks Surgical is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic.