The Role
Lead Salesforce platform administration, manage Conga and DocuSign document/signature workflows, configure declarative automation (Flows, approval processes), support enterprise production incidents, govern templates/versioning, coordinate releases, and train/support end users across business units.
Summary Generated by Built In
Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.
In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly
on serving those in the medical industry. With healthcare in our heritage, we soon expanded
to serve high-earning professionals in many
other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.
Today, BHG Financial has firmly established
its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.
Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.
From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.
Who You Are
BHG is seeking an experienced Salesforce Platform Administrator with deep expertise in Salesforce administration, Conga Composer/Contracts, and DocuSign to support our enterprise lending platform. This role will serve as the primary administrator for business-critical document generation, electronic signature workflows, and Salesforce platform configuration while partnering closely with Engineering, Product Management, Operations, Lending, Compliance, and Business stakeholders. The ideal candidate is highly technical from an administration perspective, thrives in a fast-paced environment, understands enterprise business processes, and enjoys solving complex workflow challenges without requiring custom development. This individual will be responsible for maintaining platform stability, improving business processes, supporting production users, and driving continuous platform optimization.
What You'll Do
- Build and maintain document templates
- Configure automated document generation.
- Support contract lifecycle processes.
- Troubleshoot template merge issues.
- Optimize document generation performance.
- Partner with Legal and Operations on document enhancements.
- Maintain template governance and version control.
- Administer and maintain the Salesforce platform for multiple business units.
- Configure objects, fields, page layouts, Lightning Record Pages, validation rules, approval processes, flows, permission sets, profiles, sharing rules, queues, public groups, and custom metadata.
- Perform user provisioning, role management, security administration, and license management.
- Monitor platform health and proactively identify optimization opportunities.
- Support production incidents and troubleshoot user-reported issues.
- Assist with release management, regression testing, and deployment coordination.
- Serve as the primary administrator for the enterprise Conga platform, including:
- Conga Composer
- Conga Contracts
- Conga Batch
- Conga Trigger
- Conga Grid
- Conga Sign (if applicable)
- Administer DocuSign eSignature integration with Salesforce.
- Build and maintain DocuSign envelopes.
- Configure routing rules.
- Maintain templates and reusable workflows.
- Troubleshoot signature failures.
- Support authentication and security settings.
- Partner with Compliance on audit requirements.
- Build scalable Salesforce Flows.
- Enhance automation across Sales, Lending, Operations, Customer Service, and Legal.
- Eliminate manual processes through declarative automation.
- Identify opportunities to improve user experience.
- Support integrations with downstream systems.
- Participate in change management activities.
- Support release planning and deployment validation.
- Maintain platform documentation.
- Follow established governance and security standards.
- Assist with sandbox management.
- Coordinate testing activities.
- Provide Tier II/Tier III Salesforce support.
- Resolve platform-related issues.
- Train end users on new functionality.
- Create knowledge articles and documentation.
- Partner with business stakeholders to gather enhancement requests.
DocuSign Administration
Business Process Automation
Platform Governance
User Support
Main Responsibilities:
Salesforce Administration
Conga Administration
What You'll Need
- 5+ years of Salesforce Administration experience
- Salesforce Administrator Certification
- 3+ years administering Conga products and DocuSign
- Hands-on experience with Salesforce Lightning, Flow Builder, Validation Rules, Approval Processes, Reports & Dashboards, Security Model, Permission Sets, and Sharing Rules
- Experience supporting enterprise production environments
- Strong troubleshooting, analytical, communication, and customer service skills
- Salesforce Advanced Administrator and/or Salesforce Business Analyst Certification
- Conga and/or DocuSign Certification
- Financial Services, Banking, Lending, or Financial Services Cloud (FSC) experience
- Experience with Agile delivery methodologies and partnering with Product Owners and Engineering teams
- Familiarity with Git, Copado, Gearset, release management, and regulated environments
- Experience with UAT, sandbox management, and enterprise platform support
- Salesforce Lightning, Flow Builder, Reports & Dashboards
- Conga Composer, Contracts, Batch, and Trigger
- DocuSign for Salesforce
- Data Loader, Workbench, and SOQL
- Copado or Gearset
- Jira, Confluence, and Microsoft Office
- API integrations, enterprise document lifecycle management, and Salesforce Shield
- Own day-to-day Salesforce administration for assigned business functions
- Enhance business automation through Salesforce Flow and platform improvements
- Improve document generation and DocuSign workflow reliability
- Deliver exceptional support to business users
- Drive platform stability, scalability, and operational excellence
Required Qualifications
Preferred Qualifications
Preferred Technical Experience
Success Measures
Within the first year, this individual will:
Life at BHG Financial
At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.
Why You Should Join BHG Financial
We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:
•Medical/Rx/Dental/Vision coverage for employees and their eligible family members
•Competitive PTO and vacation policies
•1 Friday off each month for Wellness Weekends
•Company 401(k) plan with employer contributions after one year
•Company-sponsored training and certification opportunities
•Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
•Ongoing volunteer opportunities to give back to the community through our BHG Cares program
If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!
BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.
Skills Required
- 5+ years of Salesforce Administration experience
- Salesforce Administrator Certification
- 3+ years administering Conga products and DocuSign
- Hands-on experience with Salesforce Lightning, Flow Builder, Validation Rules, Approval Processes, Reports & Dashboards, Security Model, Permission Sets, and Sharing Rules
- Experience supporting enterprise production environments
- Strong troubleshooting, analytical, communication, and customer service skills
- Salesforce Advanced Administrator and/or Salesforce Business Analyst Certification
- Conga and/or DocuSign Certification
- Financial Services, Banking, Lending, or Financial Services Cloud (FSC) experience
- Experience with Agile delivery methodologies and partnering with Product Owners and Engineering teams
- Familiarity with Git, Copado, Gearset, release management, and regulated environments
- Experience with UAT, sandbox management, and enterprise platform support
- Experience with Data Loader, Workbench, and SOQL
- Familiarity with Jira, Confluence, and Microsoft Office
- Experience with API integrations, enterprise document lifecycle management, and Salesforce Shield
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The Company
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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