Provide multi-channel client support for BHG Financial customers, manage pipelines, record interactions in CRM, become product SME, build internal and external relationships, and collaborate cross-functionally.

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.

Design, develop, and deploy Salesforce solutions, including APIs, user interfaces, and data management, while supporting users and troubleshooting issues.