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Director of Strategy & Business Planning

Team: Sales Operations
Department: Core Product Sales
Location: Remote
Commitment: Full-time
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. We offer innovative financial solutions to licensed and highly-skilled professionals, representing the best of both traditional lending and fintech, and are looking for passionate, impact players to help take our company to the next level.
At BHG, you’ll become immersed in the finance industry—with a variety of loan solutions, credit cards, patient financing, bank programs, and collections services, which have helped BHG become one of the leading providers of finance solutions.
With over 20 years in business, we have the stability of an established company with the speed and agility of a startup, where ingenuity and risk-taking are encouraged, and every employee has the opportunity to learn, grow and thrive. 

Who You Are
You are a motivated Sales, Operations, Business Development, or Project Management professional who is passionate about creating operational efficiencies. You excel at developing framework, strategy, and processes and have experience leading transformational business initiatives. You are an organized and efficient initiative taker who thrives in ambiguous situations, and thrive in a fast-paced environment where you can contribute to the overall success of a growing organization. You will report directly to the Senior Vice President, Lending Division, serve as the chief-of-staff,  and will work across the Sales leadership team to help facilitate effective decision-making and set the broader team up for success.
What You'll Do
  • Lead the President, Senior Vice President, and leadership team’s operating rhythms with emphasis on managing administrative, strategic, and organizational processes
  • Partner across the team to define, document, and communicate decision-making frameworks and strategic priorities
  • Develop, shape, track, and refresh the team vision, strategy, and operating principles and procedures
  • Lead selected cross-functional initiatives to ensure communication and execution with an emphasis on impeccable organization and the ability to think end-to-end
  • Serve as a liaison and maintain strong relationships with key partner teams and their executive offices
  • Communicate actionable recommendations, including being able to effectively communicate complex ideas and proactively drive strategy
  • Play a lead role in Sales Communications, Planning, Talent Management, and Partner Engagement while creating linkages across our team and within the broader organization
  • Manage planning and coordinate logistics for internal and external meetings while providing some calendar management and prioritization in an effort to increase effectiveness of executive team
  • Manage and monitor the team’s overall operating expenses, team budgets, including annual planning ensuring correct utilization of funds, and escalating while resolving any issues in coordination with business partners
What You'll Need
  • Solid commercial acumen and excellent communication skills with the ability to tailor complex messages to executive audiences with brevity, simplicity and impact
  • Ability to work under tight deadlines, continually prioritizing requests while being able to balance attention to detail and accuracy
  • Exceptional relationship, leadership, and collaboration skills and the ability to work in a fast-paced environment
  • Advanced Excel (macros, pivot tables) and PowerPoint skills with demonstrated aptitude in drawing relevant insights from data, including an ability to step back and consider recommendations or solutions from multiple points of view
  • Distinguished levels of organizational skills with a balance between anticipation, intuition, and managing upwards
  • Thought leadership and creativity in solving challenging, and potentially ambiguous, business problems
  • Experience in Sales Strategy, Project Management, Business Management, or similar background is required
  • Excellent communication and listening skills; ability to build relationships, trust, influence decisions and make things happen without direct authority
  • Keen sense of integrity with ability to manage sensitive information with care and complete confidentiality
  • Innovative, intellectually curious, and a real passion for all things sales; understanding of the latest trends, competitive landscape, technology advances, devices, and consumer insights
  • Ability to focus on strategic objectives and initiatives while managing everyday business needs
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:

  • 100% coverage of monthly health insurance premiums
  • Competitive PTO and vacation policies
  • Company 401(k) plan with employer contributions after one year
  • On-site gym access and memberships, with personal trainers, and certified nutritionists on staff
  • Company-sponsored training and certification opportunities
  • Monthly 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!
Apply Now
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.