VP, Sales Operations

Team: Bank Sales

Department: Bank Operations

Location: Remote

Commitment: Full-time

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Summary

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 Bankers Healthcare Group 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 18 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

Our VP of Sales Operations will own the sales operations function and invigorate our sales processes and tools to launch us to the next stage and beyond. This position serves as a strategic partner to the sales leadership team and will be responsible for overseeing key functions that are critical to the organization’s success, including annual planning, compensation, forecasting and ongoing reporting and analytics. An innate ability to focus on and understand the mechanisms and processes that drive customer success will be attributes of the successful candidate. You will be primarily responsible for coordinating with stakeholders (finance, legal, marketing, human resources and enablement, I.T. etc), assist Enterprise Sales with determining optimal organizational structure, hiring needs and capacity, optimization of Salesforce CRM, sales engagement tools and sales process, assisting with developing and executing against multiyear strategic sales plan, establishing and measuring organizational effectiveness against annual goals. Need to be analytical, organized and driven, plus SaaS sales ops experience. This position is a key direct report to the Institution Sales President and will be someone who can anticipate and meet the needs of a growing and dynamic Sales team by driving operational efficiencies and improvements.

What You’ll Do

Oversee program policies and procedures, create policy documentation, create and update underwriting and financial review of many products, manage program efficiency's and workflow improvement, manage annual review process of business partner, monitor portfolio performance of business partner, manage operational projects
Oversee day-to-day operations to support the growth and revenue of BHG Intuitional sales team
Focus on execution of new projects.
Perform ongoing valuations of small business loans, securities, and servicing rights
Assist in the maintenance and implementation of updates to our valuation models
Collaborate within our team and cross-functional team to build models, and analyze, validate and implement improvements to our assumptions, methodologies, and practices
Identify valuation drivers and analyze changes in valuations versus performance expectations
Contribute to the development of valuation framework for a new loan
Develop supporting documentation of valuation models, processes and results for internal stakeholders and auditors
Commit to the evolution of the quantitative and fixed income expertise of the team
Assist Accounting with Fair Value attribution and disclosure reporting
Architecting and executing a scalable and predictable go-to-market sales engine to power our fast-paced global business
Craft, implement, and manage sales and revenue processes
Define and manage relevant and accurate sales metrics and KPIs as well as business-essential related information; improve current management information vehicles (reports) and systems with an eye to developing new reporting tools in collaboration with the analytics team
Lead the adoption of comprehensive and effective forecasting tools and dashboards within the sales organization, while integrating these within the organization’s overall financial forecasting practices
Working with sales leadership, drive and develop standards and processes for sales quotas and incentive plans to enable a high-performing sales team
High level of collaborative involvement in all aspects of sales planning: overall sales plan, headcount, quotas, comp plans. Align comp plans with compensation philosophy and business parameters, work with our compensation analyst
Be a constant visionary for improving sales process, working closely with sales management on sales process quality and work to prioritize opportunities for improvement
Continuously work to optimize the effectiveness and productivity of the sales team
Direct and support the implementation of sales onboarding and training in alignment with company initiatives
Direct and support the implementation of systems to onboard and track the performance of channel partners
Determine hiring needs and team capacity
Interface with marketing inbound demand generation
Manage outbound demand generation funnel
Design organizational structure
Establish, measure and report against annual goals and KPI’s
Own data accuracy and sales reporting, representing BHG’s Sales Team’s data internally
Lead tracking, lead success, marketing tracking and marketing success
Structure sales compensation and oversee commission payout processes
Optimize use of Technology and Tools including Salesforce CRM, sales engagement tools
Development of annual budget and strategic plan

What You'll Need

You are self-motivated, highly analytical and a strong problem solver
You have strong quantitative skills and a strong understanding of valuation, fixed income principles, analytics, credit risk, and prepayment modeling
Understanding of consumer loan products
You have a positive, collaborative attitude and a willingness to learn
You have experience underwriting a broad spectrum of secured deals; specifically, cash flow lending or leveraged finance experience.
Experience building, using and validating fixed income discounted cash flow models and scenario analysis
Regulatory experience: Recent experience in a regulated bank type environment.
Working knowledge of Access databases and SQL
You have earned a Bachelor’s degree in Finance, Economics, Mathematics, Accounting, or similar discipline within a quantitative field
You have 2-4 years of applied experience in the financial services industry

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!

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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.