Jobs at BHG Financial

Manage and improve manual and automated identity and access management processes. Troubleshoot identity and access issues, maintain IAM policies and training plans, coordinate provisioning integrations with cross-functional teams, prepare project status reports, and support cloud identity integrations while applying security best practices.

Analyzes customer assets, income, and debts to recommend suitable financial and loan products. Markets services, prospecting through cold calls, qualifies and closes accounts, maintains client relationships, documents activity in a CRM, follows up on leads, and delivers strong customer communication and presentations. Requires minimal ongoing travel after an initial company event.

Design, develop, maintain, and support a large Salesforce environment across Sales Cloud and Service Cloud. Build Apex, Aura, and LWC solutions; implement Data Cloud and AgentForce capabilities; maintain integrations and data flows; troubleshoot production issues; create reports and dashboards; recommend automation; participate in architecture, testing, deployment, documentation, and code reviews; and enforce scalable Salesforce development practices.

Performs financial analysis, loan portfolio reporting, inventory management, cash forecasting, financial modeling, variance analysis, and process improvement. Partners with Finance, Capital Markets, Accounting, and Legal teams to provide insights, identify risks and opportunities, support strategic initiatives, and inform leadership decisions. Uses Excel, SQL, Power BI, and other reporting tools to maintain models, analyze financial results, and manage data workflows.

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.