Role Description
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.
You are a strategic and analytical professional who thrives at the intersection of business strategy and data-driven decision-making. You are passionate about business strategy and translating that into actionable plans that drive measurable growth across Credit Card and other key functions, ensuring alignment with broader company objectives. You will play a key role in shaping our business strategy through data-driven insights, analysis, and execution.
What You'll Do
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Monitor and evaluate business and sales performance in Databricks and provide key insights and strategy enhancements.
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Develop time-sensitive production and ad hoc insights using tools such as Power BI that are at the heart of BHG’s credit card business.
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Optimize the daily sales lead flow, ensuring accurate lead prioritization and working closely with key business partners to improve business conversion rates.
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Identify and evaluate new population segments, products, and markets to uncover growth opportunities across the card lifecycle.
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Collaborate cross-functionally within credit card to design and analyze A/B tests to enhance the consumer journey.
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Translate business performance into business impact by delivering insights that connect sales metrics to outcomes such as revenue, customer acquisition, and profitability.
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Deliver compelling presentations and strategic recommendations to stakeholders at all levels, synthesizing complex data into clear, actionable insights that inform decision-making.
Qualifications
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Bachelor’s degree in business, Data Analytics, Finance, or related field; MBA or advanced degree strongly preferred.
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2+ years of experience in business strategy, performance measurement, or analytics within financial services.
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Demonstrated experience in developing and executing strategic plans in collaboration with senior leadership and cross-functional partners.
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Experience with list-based marketing strategy (e.g., direct mail, email).
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Proficiency in SQL and advanced data analytics; ability to independently query and analyze data sets.
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Strong knowledge of data visualization tools such as Power BI, Tableau, or similar platforms.
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Excellent communication skills, with the ability to synthesize strategy and performance insights for diverse audiences.
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Proven ability to link business strategy to marketing KPIs, optimize campaigns, and influence high-impact decisions.
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Highly collaborative, organized, and comfortable managing competing priorities in a fast-paced, dynamic environment.
Requirements
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Travel requirement: Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience. Following this event, ongoing travel is minimal—approximately 5% annually—for team on-sites, meetings, and cross-functional collaboration.
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Work Authorization: This role is not eligible for employer-provided immigration sponsorship. To be considered, applicants must already possess valid U.S. work authorization that will not require sponsorship now or in the future.
Nice to Have
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Experience in consumer lending.
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Experience leveraging generative AI tools (e.g., ChatGPT, Claude, DALL·E) to enhance productivity, automate content creation, and support data-driven decision-making.
Benefits
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Medical/Rx/Dental/Vision coverage for employees and their eligible family members.
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Competitive PTO and vacation policies.
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1 Friday off each month for Wellness Weekends.
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Company 401(k) plan with employer contributions after one year.
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Company-sponsored training and certification opportunities.
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Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses.
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Ongoing volunteer opportunities to give back to the community through our BHG Cares program.