BHG Financial

Artificial Intelligence

• Define and drive the AI innovation roadmap within Salesforce, aligning platform capabilities with business goals.
• Identify high-value use cases where AI can transform customer experience, productivity, and operational efficiency.
• Architect scalable, secure Salesforce solutions that integrate AI services (Einstein, Copado AI, Anthropic, OpenAI, FICO Blaze, Provenir, etc.).
• Lead the integration of AI agents and decisioning engines into Salesforce workflows and automation.
• Govern Salesforce data models, APIs, and integrations to ensure accurate, compliant AI execution.
• Lead proofs of concept and pilots for AI-driven Salesforce capabilities (auto-decisioning, predictive lead scoring, intelligent case routing, etc.).
• Establish reusable AI design patterns and best practices for Salesforce development.
• Collaborate with engineering teams to embed AI into the SDLC—from requirements and QA to deployment.
• Ensure all AI implementations meet enterprise standards for security, auditability, and regulatory compliance (SOC2, GDPR, CCPA, etc.).
• Partner with Risk and Compliance teams to validate AI fairness, explainability, and accountability.
• Serve as the Salesforce-AI subject matter expert for engineering leadership and business executives.
• Mentor architects and engineers on scalable AI adoption and best practices.
• Partner with Data & AI teams to seamlessly integrate models into Salesforce applications.

Salesforce AI Innovation Architect

Client Services Representative

• This rep will be responsible for answering calls, completing tickets, and emailing/calling customers with the information requested
• Provide in-depth support and solutions to the Client Services Team
• Organize and review customer documentation
• Review and make appropriate changes to accounts daily
• Coordinate with different teams to ensure all requests and/or updates are completed in a timely fashion
• Follow up with specific departments as needed
• Build strong working relationships with internal stakeholders
• Become a subject matter expert on BHG solutions & products

Client Services Assistant

• Provide in-depth support and solutions to BHG customers
• Communicate with customers through various channels
• Become a subject matter expert on BHG solutions & products
• Enter records of customer calls, interactions and inquiries via a CRM system
• Build strong working relationships with customers and internal stakeholders

Client Services Specialist

Business Analyst

• Provide support at each point in the transformation lifecycle
• Create and maintain process maps for use across the One Lending organization
• Use deep knowledge of business processes to find opportunities to improve the origination process
• Ensure that standard operating procedures align with current state processes and are maintained with quality
• Work closely with manager to drive strategic initiatives that impact business processes
• Create target state processes for initiatives
• Coordinate closely with Change Management team and other partners to ensure successful delivery of target state processes

Business Process Analyst

• Responsible for planning, designing, and developing IAM processes, both manual and automated.
• Identification and troubleshooting access issues related to identity problems or identity integrations
• Maintaining policies, procedures, and training plans for all identity systems.
• Must coordinate with cross-functional teams to design all components of the provisioning process.
• Prepare reports for management and leadership regarding the status of the project.
• Adhere to industry best practices for identity technologies.
• Responsible for identity integration with all cloud providers.
• Any other duties as assigned.

Identity Access Management Analyst

Data Analyst

• Credit Policy & Strategy Development: Support the design, testing, and refinement of credit strategies, underwriting rules, and decisioning models across consumer and/or commercial lending portfolios.
• Data Analysis & Reporting: Conduct deep-dive analyses on credit performance, borrower behavior, and portfolio trends using SQL and Python.
• Risk Monitoring: Develop dashboards and reporting frameworks to monitor credit risk metrics, delinquency, loss rates, and profitability.
• Experimentation & Testing: Partner with product and operations teams to execute A/B tests and measure the impact of new credit policies, marketing strategies, or borrower segments.
• Model Support: Collaborate with data science teams to integrate new risk models and ensure alignment with credit policy and regulatory requirements.
• Stakeholder Communication: Present actionable insights and recommendations to senior management, risk committees, and cross-functional teams.
• Process Automation: Build automated workflows and analytical tools to improve efficiency in reporting and decision-making.

Quantitative Analyst, Credit Strategy

• Create and refine selection lists using predictive models and advanced analytics, leveraging segmentation, scoring, and performance data to target high-value prospects with precision.
• Create and manage campaign files, ensuring all necessary data, assets, and documentation are compiled and organized for smooth execution. This includes coordinating with teams, maintaining version control, and meeting deadlines for timely delivery of campaign materials.
• Build and maintain marketing creative databases, ensuring consumer universes are clean, accurate, and actionable for campaign execution.
• Identify and evaluate new population segments, products, and markets to uncover growth opportunities across list-based marketing channels.
• Collaborate cross-functionally with creative teams to assign and refine campaign assets that resonate with key audiences; design and analyze A/B tests to enhance the consumer journey.
• Translate marketing performance into business impact by delivering insights that connect campaign metrics to outcomes such as revenue, customer acquisition, and profitability.
• Monitor and assess channel performance against forecasts to uncover optimization opportunities and scale high-performing strategies.
• Deliver compelling presentations and strategic recommendations to stakeholders at all levels, synthesizing complex data into clear, actionable insights that inform decision-making.

Senior Quantitative Analyst

• Leverage data, ensuring integrity and accuracy, to uncover actionable insights that inform business strategy and decision-making.
• Collaborate with cross-functional teams to identify opportunities, design solutions, and implement initiatives that enhance enterprise value.
• Work alongside top-tier professionals to develop, test, and refine strategies that influence key business outcomes.
• Contribute in a dynamic, team-oriented environment that values your perspective, supports your growth, and encourages innovation
• Maintain constant communication with management and staff to ensure proper operations of the organization

Quantitative Analyst II

Data Scientist

• Assure the integrity of project data, including data extraction, storage, manipulation, processing, and analysis.
• Analyze data with standard statistical methods, interpret the results, and provide both written and verbal summaries and recommendations.
• Design, deploy, and document predictive models to support marketing strategy and audience selection; ensure models are production-ready, well-governed, and aligned with business objectives.
• Produce solutions that will impact the Company’s bottom line within different aspects of the company, including but not limited to: Marketing, sales, pricing, credit, partnerships, and risk.
• Develop and optimize content ranking frameworks to guide creative assignment and iterative testing, driving improvements in conversion rates across marketing campaigns.
• Work closely with business stakeholders to understand their needs, gather requirements, and ensure that data-driven insights align with business objectives.

Senior Data Scientist

Application Engineer

• Maintain and improve existing applications, both internal and third-party.
• Integrate various software components and third-party programs.
• Validate data flow between systems to facilitate data integrity.
• Analyze ticket velocity and content to rapidly identify emerging issues.
• Classify work efforts (type and effort) accurately to aid in trend detection and capacity planning.
• Monitor the Application Support ticket queue and evaluate performance.
• Diagnose and resolve technical issues and system errors.
• Provide technical support and guidance to end users and cross-functional team members.
• Support data and/or system research initiatives.
• Mentor and develop colleagues’ skillsets and knowledge; maintain high availability for support.
• Support teammates in upgrades, integrations, and projects.
• Act as subject matter expert and owner of Jira Cloud, Jira Software, Jira Service Management, Confluence, and Bitbucket Data Center environments.
• Author and maintain comprehensive documentation for system configurations, processes, and changes.
• Identify mentoring and training opportunities; develop materials and deliver training sessions.
• Maintain accurate records of analysis and work performed within Jira tickets and projects.
• Proactively provide information, resources, and expertise; build relationships with cross-functional stakeholders.
• Communicate proactively with stakeholders to understand requirements and provide updates.
• Collaborate with developers, analysts, and program/project managers; work independently when needed.
• Provide first and second level support to resolve difficult, complex, and sensitive problems; assist with issue prioritization.
• Drive world-class IT support and best practices; complete required company and security training.
• Maintain and enforce change control compliance for the application support team.
• Participate in high-level planning, recommend process improvements, and conduct tool evaluations.
• Follow procedures for incident escalation and notification to leadership; develop and facilitate standard operating procedures.
• Facilitate efforts to meet key performance indicators (performance, availability, capacity).
• Coordinate with other teams to ensure project milestones are met.
• Lead projects as assigned, contribute to timelines, resource selection, deliverables, and estimates.
• Complete work assignments and support business-specific projects by applying subject matter expertise.

Staff Application Support Engineer

Accounting Manager

• Processing electronic transactions to originate new loans and service existing loans
• Monthly balance sheet reconciliations
• Coordinating with various departments along the loan origination pipeline to assist with questions and funding issues
• Ability to research and identify discrepancies in loan activity
• Corresponding with our funding partners regarding loan originations
• Assist in collecting and summarizing data relating to Accounting Department projects and/or Audits
• Completing work with highest ethical standards

Accounting Clerk

Product Designer

•Collaborate with product owners, engineers, and stakeholders to gather and evaluate user requirements.
•Create UX artifacts including user journey maps, personas, storyboards, process flows, and sitemaps.
•Design and prototype user interfaces using Figma and its various products (Figma, FigJam, Figma Slides, Figma Make).
•Integrate AI tools into design workflows to streamline iteration and enhance prototyping speed.
•Conduct usability testing to validate design direction and synthesize feedback into actionable design improvements.
•Ensure visual consistency and brand alignment across platforms, including our AEM-powered portal.
•Translate complex business requirements into elegant, user-friendly solutions for web, mobile, and internal tools.
•Designs with W3C web accessibility standards and provide recommendations to bring preexisting apps and/or designs up to standard.
•Prepare and present design iterations to internal teams and key stakeholders

UX/UI Designer

Manager

• Oversee daily operations to ensure compliance with standards and achieve organizational objectives.
• Manage shift scheduling to optimize staff coverage and operational efficiency.
• Monitor key performance indicators (KPIs), such as First Response Time, Resolution Time, Ticket Volume Trends, Backlog Volume, First Contact Resolution Rate, Reopen Rate, Escalation Rate, SLA Compliance Rate, Onboarding Readiness Rate, Process Improvement Implementation Rate, etc., to ensure alignment with performance targets and operational goals.
• Address all customer cases promptly within established SLA requirements and handle them professionally.
• Maintain high service delivery standards while continuously improving customer satisfaction.
• Provide guidance and performance feedback to non-supervisory staff, ensuring alignment with operational goals and fostering accountability through clear direction and support.
• Strategically plan and oversee the workflow and time management of staff, assigning daily tasks and setting clear deadlines.
• Assess current practices, implement best practice standards, and drive continuous improvement within the team.
• Prepare and present comprehensive performance reports, evaluating team output and operational efficiency on Service Requests, Incidents, and Projects.
• Ensure a rigorous IT inventory process is maintained, including adherence to preventative maintenance schedules and protocols.
• Maintain IT equipment warehouse, ensuring sufficient inventory, organization, functionality, and timely delivery of equipment.
• Develop and implement programs and procedures designed to enhance the effectiveness and efficiency of IT systems and operations.
• Oversee the management, installation, maintenance, and support of end-user hardware and software applications.
• Facilitate the continued and expanded use of technology resources through effective implementation and coordination of training programs.
• Support Windows 11, macOS, iOS, Android, AV technologies, Zoom, MS Teams, and other collaboration platforms to ensure smooth virtual and hybrid meeting experiences.

Technology Service Desk Manager

• Create reports and/or analyses, present findings & recommendations at multiple levels of the department
• Work through the entire lifecycle of data; query, clean, transform, and join disparate data
• Develop or optimize processes with automation based on data-driven analyses
• Recalibrate and/or assist in building new models to help enhance decision engines
• Utilize data visualization skills using Tableau, Power BI, and/or other packages
• Gain cross-functional skills and visibility in all areas of the business through virtual training sessions, hands-on experience, mentorship, and access to subject matter experts
• Engage with other interns, leaders across BHG Financial, and the community through lunch and learns, virtual team-building events, and giveback projects
• Create and deliver an executive-level presentation of your analysis on the cornerstone project

Quantitative Analyst Intern

Recruitment

•Become an in-depth expert on BHG Financial and its business.
•Recruit top talent in the Financial Services and FinTech industries, with emphasis on Sales and Sales Support hiring.
•Source candidates via job boards (LinkedIn, Indeed), referrals, social media (Facebook, X), GitHub, Stack Overflow, and AI-based tools.
•Partner with the Early Talent Program for entry-level talent.
•Manage the entire recruiting lifecycle: initial screen, hiring manager interviews, assessment testing, offer negotiations, and new-hire communication.
•Collaborate closely with hiring managers, provide feedback, and guide candidate selection.
•Build and maintain relationships with candidates to ensure a positive candidate experience.
•Stay updated on industry trends and best practices in talent acquisition.
•Perform other duties as assigned.

Talent Acquisition Partner

Data Engineer

•Build our next-generation, cloud-native Data Platform in Azure.
•Design and implement real-time and batch data pipelines that integrate with predictive models and AI applications.
•Develop and deploy microservices and data APIs in the cloud.
•Build enterprise-grade data assets that will be used across reporting, analytics, and data science functions.
•Partner with data scientists and ML engineers to productionalize AI/ML models.
•Build the data infrastructure required to support RAG (Retrieval-Augmented Generation) applications using LLMs.
•Design vectorized data pipelines and integrate with embeddings and model APIs to support AI use cases.
•Mentor other data engineers and analysts in data engineering best practices and emerging technologies in AI/ML.

Senior Data Engineer

•Evaluate new population segments, products, and markets to identify growth opportunities within our list-based marketing channels.
•Develop business cases by monitoring campaign performance, optimize spending, and drive continuous improvements across campaigns.
•Partner with the creative team to review, assign, and recommend campaign creative that resonates with target audiences. Work together to design and analyze tests to improve consumer journey.
•Deliver insights that connect marketing performance to business outcomes such as revenue, acquisition, and ROI.
•Assess marketing channel performance vs. forecast to identify opportunities for optimization and scalable growth.
•Build out marketing creative databases and ensure consumer universes are clean, accurate, and actionable.
•Deliver compelling presentations and recommendations to stakeholders at all levels, synthesizing complex data and strategy into clear, actionable insights.

QA Engineer

•Motivated Salesforce QA professional with deep expertise in functional and automated testing
•Lead functional and automated testing efforts for Salesforce solutions, ensuring business requirements are met and integrated systems operate flawlessly
•Design, develop, and maintain automated regression and performance test scripts in Salesforce environments
•Define end-to-end testing processes and methods, including cross-system integrations
•Review user stories and translate them into functional and automated test plans and test cases
•Execute manual and automated test scripts, log defects, and collaborate with product owners, business analysts, developers, and integration teams
•Participate in business and technical requirements discussions and Agile ceremonies
•Identify opportunities to apply Salesforce QA best practices to improve system productivity, scalability, and monitoring
•Conduct smoke testing for weekly or monthly releases to ensure high-quality deployments

Lead QA Engineer, Salesforce

Creative Strategist

•Collaborate with the Creative Director to help define and execute the creative vision for BHG Financial.
•Design and launch campaigns across Direct Mail, Email, Website, Signage, Social Media, Video, and emerging platforms, ensuring high-quality creative that meets business goals.
•Explore, learn, and apply AI-driven tools for design, art, and video to innovate creative solutions and streamline workflows.
•Conduct photo research and provide image art direction to elevate visual storytelling across multi-channel campaigns.
•Lead select high-visibility marketing projects from initial briefing through delivery, maintaining quality and alignment with objectives.
•Mentor and coach junior creatives, fostering growth, skill development, and collaboration within the team.
•Support and help lead brainstorms with the Creative Director to drive innovative solutions for brand awareness and lead generation.
•Ensure brand alignment and creative consistency across all marketing touch points.
•Art direct and collaborate with designers to produce compelling marketing materials that strengthen brand visibility and support lead-gen goals.
•You are a creative concepting genius, who can capture audience interest, influence their emotion, and inspire them to take action through visually-compelling stories.
•You have experience working cross-functionally to execute complex designs, and can easily pivot between creative designs for print, web, or digital.
•You never shy away from offering unique, outside-the-box ideas, and are looking to join a team where you can inspire others, take risks, and work both collaboratively and autonomously.
•You’re passionate about how messaging can come to life with design, and leverage the latest design tools to execute in a fast-paced environment where you can juggle multiple projects, deadlines, and concepts with ease.

Creative Lead

Security Engineer

• Who You Are
• BHG Financial is looking for an experienced Cyber Security Engineer with proven ability to design, implement, and maintain security controls. You will experience working in a high-energy environment while assisting BHG in decreasing risk and protecting client data.

Cyber Security Engineer

Sales Operations Manager

• You are a motivated and detail-oriented professional who thrives on keeping things organized and moving forward. You’re passionate about supporting a high-performing sales team by staying on top of tasks, timelines, and follow-ups. You’re comfortable juggling multiple priorities, completing tasks timely and accurately, and pivoting to new requests when priorities shift. You bring focus, resilience, and a strong sense of ownership to your work—and you enjoy being part of a fast-paced team.
• What You'll Do: Ensure the approval routing for commercial and consumer lead assignments is executed with minimum errors
• Ensure that cold lead assignment count is following the strategy presented by the Sales Ops and Enablement manager
• Collaborate with members inside the group on additional approval routing as needed. Ex: Monthly distro reset, kickbacks, email assignments and reassignments.
• Assist as necessary on distribution updates based on capacity and closing PTO.
• Navigate Salesforce CRM for routing, data integrity and reporting
• What You'll Need:
• Unique skill set: Task management, time allocation and efficient communication.
• Continues education: Industry knowledge, product updates, client communication, soft skills
• Foster Collaboration Between Sales and Sales Ops: open communication and data sharing
• Associate degree/ Bachelor Degree preferred or related work experience
• 2+ years of experience in a deadline driven role
• Critical thinking and exceptional communication skills
• Ability to work independently in a fast-paced environment
• Ability to navigate through various software systems
• Comfortable using Microsoft Office tools like Excel, Outlook, and Word
• Intermediate knowledge in Excel; V-lookups, Pivots Tables

Sales Operations Specialist

• 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.
• You are a motivated Application Support professional who is passionate about supporting key initiatives in a fast-paced environment. You excel at handling a rapid flow of requests and have experience providing first-level support for software products and tools. You are a hardworking and positive individual that thrives in an environment where you can make a difference from day 1. This team acts as the front-line of contact for support of central technology services and is responsible for interfacing with clients, resolving software incidents, and acting on service requests while achieving high customer satisfaction.

Application Support Engineer

Financial Planning and Analysis

• Help build out and maintain financial forecast modeling to project earnings and cash needs over multiple years
• Assist in loan inventory management and short-term cash forecasting
• Responsible for creating, maintaining, analyzing annual budgets and identifying key differences throughout the budget cycle.
• Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making.
• Support financial team leadership
• Develop analyses to support strategic initiatives utilizing financial reporting tools including Excel, Adaptive Insights, SQL, or PowerBI
• Perform detailed variance analysis evaluating results vs. forecasts, explaining variances attributed to key business drivers, and assisting in month-end financial statements analysis.
• Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making.
• Partner with other members of the Finance department to ensure accurate support for forecast figures is available upon request.
• Execute continuous process improvement and ad hoc analysis for the organization.
• Ad hoc projects as requested

Financial Analyst

Full-stack Engineer

• The Full-stack Software Engineer will build the work needed to implement functionality from the product backlog.
• Tests deliverables against a user story’s acceptance tests and unit tests;
• The Full-stack Software Engineer will execute necessary documentation as directed or needed.
• Works closely with other team members to ensure that features meet business.
• Analyze and decompose complex user stories and epics into manageable tasks.
• Collaborate with project managers and team members to plan and estimate sprint tasks.
• Offer expertise in architectural and design decisions, as a subject matter expert in SQL, .NET, REST, JSON, and Angular technologies.
• Guide and mentor junior developers, fostering their growth and understanding of industry best practices.
• Craft high-quality, scalable, and secure code.
• Conduct thorough code reviews (PRs) to uphold code quality and adherence to design principles.
• Identify, troubleshoot, and enhance existing software solutions.
• Collaborate closely with engineers, product managers, and stakeholders to maintain clear communication and streamline workflows.
• Communicate technical concepts effectively to non-technical team members.
• Facilitate team code reviews, training, and planning sessions.
• Operate effectively in high-stress environments, managing multiple priorities concurrently.
• Quickly adapt to changes in requirements or technologies.
• Maintain composure and clarity of thought under pressure.
• The bullet points are included inside.

Salesforce AI Innovation Architect

Client Services Assistant

Client Services Specialist

Business Process Analyst

Identity Access Management Analyst

Quantitative Analyst, Credit Strategy

Senior Quantitative Analyst

Quantitative Analyst II

Senior Data Scientist

Staff Application Support Engineer

Accounting Clerk

UX/UI Designer

Technology Service Desk Manager

Quantitative Analyst Intern

Talent Acquisition Partner

Senior Data Engineer

Senior Quantitative Analyst

Lead QA Engineer, Salesforce

Creative Lead

Cyber Security Engineer

Sales Operations Specialist

Application Support Engineer

Financial Analyst

Sr. Software Engineer