BHG Financial
Fort Lauderdale, FL
1,001-5,000 employees
BHG Financial is the original disruptor in business working capital and unsecured consumer loans.
Other Open Roles
Prior Listings
Sales Operations Analyst
Sales Operations Analyst
This job is no longer open
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.
We offer innovative financial solutions to licensed and highly-skilled professionals, representing the best of both traditional lending and fintech, and are looking for passionate, impact players to help take our company to the next level.
At BHG, you’ll become immersed in the finance industry—with various loan solutions, credit cards, point of sale financing, bank programs, and collections services, which have helped BHG become one of the leading financial solutions providers.
With over 20 years in business, we have the stability of an established company with the speed and agility of a startup, where ingenuity and risk-taking are encouraged, and every employee has the opportunity to learn, grow and thrive.
Who You Are
You are a motivated analyst who is passionate about using data to drive strategic initiatives that enhance sales productivity. You excel at problem-solving and strategic thinking and have experience with territory mapping, compensation planning and proposing sales KPIs and goals based on behaviors the business is aiming to drive. You are a self-motivated, results-driven individual and thrive in a fast-paced often changing environment.
What You'll Do
- Report directly to the Manager, Sales Operations on the Institutional Sales Operations team providing support and coverage
- Identify & design sales strategies to capture untapped markets
- Analyze lead funnel data (i.e lead sources, touchpoints, conversion rates), influence tactical updates to how leads are prioritized, and provide recommendations for growth
- Support the Bank Sales & Strategic Partner Sales teams through the execution of deep dives, ad-hoc analyses, and performance reporting
- Manage & streamline monthly commissions calculations for cross-selling activities
- Assist in bank seminar execution by managing registration lists & analyzing participant performance
- Design & create weekly performance summaries for review by the President of Institutional Sales
- Support extensive GTM planning process and strategic initiatives through capacity planning, productivity review, market segmentation, territory carving, quota/incentive design, and more
- Design, enhance, & interpret key performance metrics to drive business strategy
What You'll Need
- Proven analytical experience with a history of conducting sophisticated and creative analyses
- Highly collaborative style with strong influence skills
- Flexibility and ability to adjust on the fly to new demands; sense of urgency and prioritization
- Exceptional problem solving and critical thinking skills: demonstrated ability to structure complex problems and propose innovative solutions
- Self-starter and high degree of motivation to go above and beyond the task at hand
- Valuable work experience in using quantitative analyses to drive meaningful business results
- 1-3 years of experience in an analytical role in Finance, Sales Operations, Consulting, and/or Venture Capital/Private Equity
- Must be comfortable operating in a remote working environment during EDT business hours
- BS/MS in a quantitative discipline (e.g. Statistics, Math, Finance, Engineering, Sciences)
- Excellent quantitative analysis skills, creativity in problem-solving, and a keen business sense
- Strong experience with Salesforce CRM, Power BI, Azure, SQL, Highspot & others
- Experience in building high-quality dashboards and presentations
- Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
- Exceptional interpersonal, written, and oral communication skills
- Success in a complex and fast-moving environment
- Strong working knowledge of & experience using Microsoft Excel, Powerpoint, & Outlook
Qualifications
Life at BHG
At BHG, 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 in strategic oversight, running the business, and 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 personal and professional development opportunities.
Why You Should Join BHG
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 include:
· 100% coverage of monthly health insurance premiums
· Competitive PTO and vacation policies
· 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!
** All Remote employees at BHG Financial are required to work within the United States of America.
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.
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This job is no longer open