Director of Business Technology & AI

Proactive Technology Management•Washington, MI

17h•Hybrid

About The Position

Michigan Planners is seeking an innovative, hands-on technology leader to evaluate and implement AI solutions, optimize Salesforce, and oversee internal technology operations. This is not a traditional IT Director role focused solely on maintaining existing systems. The successful candidate will take a consultative approach: understanding how the business operates, identifying opportunities to improve processes through technology, and turning ideas into practical solutions. The role combines technical expertise, analytical thinking, and business process improvement. The Director will oversee Salesforce administration and optimization, including workflows, automation, reporting, integrations, and user management. The role also oversees IT operations supporting employees across multiple offices and remote environments, coordinates IT support and vendors, and advises on systems, infrastructure, cybersecurity, and upgrades. AI initiatives must maintain HIPAA compliance, data privacy, and information security standards. The position is full-time and based in or around Washington, Michigan, or Traverse City, Michigan, with an expectation of working on-site at least two to three days per week. Experience in health insurance, employee benefits, or another HIPAA-regulated environment is highly desirable.

Requirements

Proven experience implementing AI solutions, automation, or technology-driven business improvements.
Strong hands-on Salesforce administration experience, including workflows, reporting, integrations, and system optimization.
Background in IT leadership, technology consulting, or business systems management.
Strong understanding of data analytics, business process improvement, cybersecurity, and HIPAA compliance.
Excellent problem-solving, communication, and project management skills.
Ability to translate business needs into practical technology solutions.
Curiosity, initiative, a consultative mindset, willingness to learn, and enthusiasm for emerging technologies.

Nice To Haves

Experience in health insurance, employee benefits, Medicare, healthcare, or another HIPAA-regulated industry.
Experience implementing AI solutions in environments handling protected health information (PHI).
Salesforce Administrator certification or advanced experience with Salesforce Flow, integrations, and automation.
Background in digital transformation, technology consulting, or business intelligence.

Responsibilities

Evaluate business workflows and operations to identify opportunities for AI implementation, automation, and process improvement.
Develop and implement AI solutions that improve efficiency, reduce manual processes, and support business growth.
Collaborate with leadership and employees to understand operational challenges and introduce practical technology-driven improvements.
Ensure AI initiatives meet HIPAA compliance, data privacy, and information security standards.
Oversee Salesforce administration, including user management, permissions, configurations, and ongoing maintenance.
Optimize Salesforce workflows, automation, reporting, and integrations to improve efficiency and usability.
Analyze CRM data and develop reports and dashboards that provide business insights.
Identify opportunities to better leverage Salesforce and integrate it with AI tools and other business applications.
Oversee internal IT operations supporting employees across multiple offices and remote environments.
Advise on improvements to systems, infrastructure, and processes.
Coordinate IT support, technology vendors, cybersecurity initiatives, and system upgrades.
Maintain reliable and secure technology operations while supporting evolving business needs.