Similar Jobs
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
The role involves optimizing processes for the sales organization, managing projects, measuring performance metrics, and driving change management within the Deal Support team.
Top Skills:
Salesforce CpqSalesforce
Edtech • Software
The Senior Sales Operations Analyst optimizes sales performance through reporting, forecasting, territory management, and data governance using SQL and Salesforce.
Top Skills:
Oracle ErpPower BISalesforceSQLTableau
Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
The Senior Data & Reporting Analyst will design and maintain dashboards and reports using Salesforce and Power BI, analyze data trends, support operational decisions, and ensure data quality for sales performance and strategy.
Top Skills:
ExcelPower BISalesforce
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
You are a motivated Sales Operations 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
- Lead/conduct analyses of business performance delivering insights & recommendations
- Create and propose sales performance strategies
- Identify untapped market potential; design and implement sales plans to capture it
- Work with large data sets and the technical tools needed to work with them
- Support extensive GTM planning process and strategic initiatives through capacity planning, productivity review, market segmentation, territory carving, quota/incentive design, and more
- Structure and drive key strategic initiatives focused on improving business performance
- Drive towards simple, scalable data-driven solutions to difficult problems
What You'll Need
- 4+ years in an analytical role such as Sales Strategy, Consulting, Banking, or Private Equity
- B.S. in a quantitative discipline (e.g. Statistics, Math, Finance, Engineering, Sciences)
- Preferred MS/MBA and/or CFA or progression towards designation
- Advanced MS Excel skills required; preferred experience with Databricks, SQL/R
- Excellent quantitative analysis skills, creativity in problem-solving, and a keen business sense
- Extensive track record of building high-quality and complex models and presentations
- Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
- Excellent interpersonal, written, and oral communication skills
- Proven track record of succeeding in a complex and fast-moving environment
- Ability to conduct sophisticated and creative analysis, yet translate those results to easily digestible messages, communications, and presentations
- Flexibility and ability to adjust on the fly to new demands; a sense of urgency and prioritization
- Exceptional problem solving and critical thinking skills: demonstrated ability to structure complex problems and propose innovative solutions
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.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
