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.

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

• 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.

• 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.

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

• 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.

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

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

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

• 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.

• 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.

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.

This is an opportunity to have a…