What You'll Do
- Support the Sales Operations team with day-to-day operational tasks and ensure timely completion.
- Update CRM systems with accurate sales data and documentation when requested
- Assist in preparing recurring reports and team deliverables, while also responding to ad hoc requests and operational tasks as they arise.
- Help manage and organize sales enablement/operations tools and shared resources.
What You'll Need
- Associate degree/ Bachelor Degree preferred or related work experience
- 2+ years of experience in a deadline driven role
- Critical thinking and exceptional communication skills
- Ability to work independently in a fast-paced environment
- Ability to navigate through various software systems
- Comfortable using Microsoft Office tools like Excel, Outlook, and Word
- Intermediate knowledge in Excel; V-lookups, Pivots Tables
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What We Do
BHG Financial is transforming the financial industry; leveraging the power of data, analytics, and cutting-edge technology to become not only the number one source for professional loans, but also the creator of the largest community bank loan and product network in the country.
Since 2001, BHG has originated more than $18.5 billion in loan solutions to top-quality borrowers, which community and midsize banks can access via a state-of-the-art loan delivery platform. Building on nearly two decades of innovation, BHG and its family of brands now offer a full suite of financial solutions that span business, consumer, and SBA 7(a) loans, credit cards, collection services, risk management services, and point-of-sale financing.
With record growth year after year, BHG continues to be recognized regionally and nationally: earning a spot on the Inc. 5000 for 16 years running, and receiving accolades from Great Place to Work® and Fortune magazine, among others. BHG is partially owned by Pinnacle Bank (PNFP) and has headquarters in Davie, FL, Syracuse, NY and Atlanta, GA.
Why Work With Us
BHG Financial cultivates a high-energy atmosphere in an open-door, non-traditional corporate environment. As a growing company of more than 1500, it's the perfect place to share your ideas and advance your career.
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