Proactive Technology Management is partnering with Michigan Planners, an established employee benefits and retirement services organization, to identify an experienced and forward-thinking Director of Business Technology & AI.

MI Planners is seeking a technology leader who can bring a fresh perspective to their organization, identify opportunities for improvement, and help transform the way they operate through AI, Salesforce optimization, and strategic technology initiatives.

Location

We are looking for someone to work full time in or around either Washington, MI or Traverse City, MI. You'd be expected to be on-site at least 2-3 days out of the week.

About the Role

We are seeking an innovative, hands-on technology leader who enjoys solving problems, challenging existing processes, and identifying opportunities to make businesses more efficient.

The primary focus of this position will be evaluating and implementing AI solutions, optimizing Salesforce, and overseeing internal technology operations.

This is not a traditional IT Director position focused solely on maintaining existing systems. The ideal candidate will bring a consultative mindset, take the time to understand how the business operates, and identify opportunities to improve processes through technology.

Success in this role requires a combination of technical expertise, analytical thinking, and the ability to turn ideas into practical solutions. Experience within the health insurance or employee benefits industry, particularly in environments subject to HIPAA regulations, is highly desirable.

Requirements

AI Implementation & Business process improvement

• Evaluate existing 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.

Salesforce Administration & Optimization

• 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.

IT Leadership & Operations

• Oversee internal IT operations supporting employees across multiple offices and remote environments.
• Serve as a strategic technology advisor, recommending improvements to existing 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.

Qualifications

• 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.

Preferred Qualifications

• 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.

What We're Looking For

Beyond technical qualifications, Michigan Planners is looking for someone who brings curiosity, initiative, and a fresh perspective.

The ideal candidate is a natural problem solver who doesn't simply maintain existing technology but actively looks for ways to improve it. Someone who asks questions, challenges inefficient processes, and understands that successful technology implementation begins with understanding the people and business it supports.

This individual should be equally comfortable discussing strategic initiatives with leadership, collaborating with employees to understand their workflows, and taking a hands-on approach to implementing solutions.

A consultative mindset, willingness to learn, and genuine enthusiasm for emerging technologies will be essential to success.

Benefits

• Full Medical Benefits
• 2 Weeks Paid Vacation
• Full Time
• Dental & vision insurance
• 401(k) contributions
• 7 Fridays off between Memorial Day and Labor Day