Teams at BHG Financial

Manage and grow client relationships within an assigned territory, prospect for new business, maintain CRM and sales pipelines, prepare presentations, coordinate meetings, support senior representatives, and collaborate cross-functionally to deliver financial solutions and revenue.

Serve as the bridge between business and IT by gathering requirements, analyzing processes, designing solutions, building and monitoring workflows, translating requirements into technical specs, supporting testing and documentation, and providing system performance monitoring and user support.

Build, optimize, and maintain web analytics data and reporting. Deliver weekly reports and insights, perform deep-dive analyses, recommend website optimizations, partner with paid digital and email teams, and ensure accurate Adobe Analytics implementations.