Business Systems & Automation AI Manager

Medworks•Richmond, VA

1d•$110,000 - $130,000

About The Position

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.

Requirements

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.

Nice To Haves

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.

Responsibilities

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.