Director of Business Technology & AI

Proactive Technology Management•Washington Township, MI

1d•$100,000 - $100,000•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. The role is intended for someone who can understand how the business operates, challenge inefficient processes, and identify practical ways to improve efficiency through technology. Success requires technical expertise, analytical thinking, and the ability to turn ideas into workable solutions. Experience in health insurance or employee benefits, particularly in HIPAA-regulated environments, is highly desirable. The Director will evaluate workflows and business operations for opportunities in AI, automation, and process improvement; develop and implement solutions; collaborate with leadership and employees; and ensure AI initiatives meet HIPAA, data privacy, and information security standards. The role also oversees Salesforce administration and optimization, including user management, permissions, configurations, workflows, reporting, dashboards, integrations, and ongoing maintenance. The position oversees internal IT operations across multiple offices and remote environments, advises on technology strategy, and coordinates IT support, vendors, cybersecurity initiatives, and system upgrades. The role 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.

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.

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.
Consultative mindset, curiosity, initiative, willingness to learn, and enthusiasm for emerging technologies.

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 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.