Director of Business Technology & AI

Proactive Technology Management•Traverse City, MI

1d•$100,000 - $100,000•Hybrid

About The Position

Michigan Planners is seeking an innovative, hands-on technology leader to identify opportunities for improvement and transform business operations through AI, Salesforce optimization, and strategic technology initiatives. The role focuses on evaluating and implementing AI solutions, optimizing Salesforce, and overseeing internal technology operations. Rather than concentrating solely on maintaining existing systems, the Director is expected to understand how the business operates and identify practical ways to improve processes through technology. The position oversees AI implementation and business process improvement, Salesforce administration and optimization, and internal IT leadership and operations. The successful candidate will work with leadership and employees to understand operational needs, develop practical solutions, and support reliable, secure technology across multiple offices and remote environments. Experience in health insurance or employee benefits, especially in HIPAA-regulated environments, is highly desirable. The role is full-time and based in or around Washington, Michigan, or Traverse City, Michigan, with an expectation to work onsite at least two to three days per week. The ideal candidate brings curiosity, initiative, a consultative mindset, and enthusiasm for emerging technologies, and is comfortable advising leadership, collaborating with employees, and implementing solutions hands-on.

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, with the ability to translate business needs into practical technology solutions.

Nice To Haves

Experience within health insurance, employee benefits, Medicare, healthcare, or other HIPAA-regulated industries.
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 workflows and business 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 maintain HIPAA compliance, data privacy, and information security standards.
Oversee Salesforce administration, including user management, permissions, configurations, and ongoing system maintenance.
Optimize Salesforce workflows, automation, reporting, and integrations to improve efficiency and usability.
Analyze CRM data and develop reports and dashboards that provide meaningful 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.
Serve as a strategic technology advisor, recommending improvements to systems, infrastructure, and processes.
Coordinate IT support, technology vendors, cybersecurity initiatives, and system upgrades.
Ensure reliable, secure technology operations while supporting the organization's evolving business needs.