Sales Operations Specialist

Team: Sales Operations

Department: Loan Sales & Services

Location: Remote

Commitment: Full-time

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Summary

Who You Are

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

Life at BHG

At BHG, 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

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 include:

Medical coverage for employees and their eligible family members
Competitive PTO and vacation policies
Company 401(k) plan with employer contributions after one year
On-site gym access and memberships
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!

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Bankers Healthcare Group 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. Bankers Healthcare Group is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.