Salesforce Administrator - Data Specialist

November 20

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BHG Financial

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2001

💸 Finance

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. •In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly 
on serving those in the medical industry. •With healthcare in our heritage, we soon expanded 
to serve high-earning professionals in many 
other industries, providing all with leading-edge financial solutions, including our extensive network of community banks. •Today, BHG Financial has firmly established 
its legacy as a leader in the financial services space. •Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service. •Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. •We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. •Today's professionals have multiple sources of income, not just their paycheck. •Therefore, it is essential to factor those in when making responsible lending decisions. •Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers. •From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.

Requirements

•2+ years of experience as a Salesforce Administrator or Data Analyst, with a focus on data cleaning and analytics. •Proficiency in Salesforce Reports, Dashboards, Data Loader, and Excel for data manipulation. •Experience with Salesforce data archiving strategies and tools, including Grax. •Salesforce Admin certification (e.g., Salesforce Administrator, Advanced Administrator) is highly desirable. •Knowledge of tools like Workbench, Field Trip, and data visualization platforms (e.g., Tableau, Power BI) is a plus. •Experience working with data governance frameworks and policies. •Strong analytical and problem-solving skills with the ability to interpret data and provide actionable insights. •Attention to detail and a proactive approach to identifying and correcting data inconsistencies. •Excellent communication and collaboration skills, with the ability to interact with stakeholders at all levels. •Key Performance Indicators (KPIs) •Data Accuracy Rate: Percentage of error-free records after data cleaning. •Reduction in Duplicate Records: Measurable decrease in the number of duplicate entries over time. •Data Archiving Compliance: Percentage of data archived in compliance with retention policies. •Report and Dashboard Utilization: Frequency and relevance of reports used by business teams. •Stakeholder Satisfaction: Feedback from users regarding data integrity and reporting quality.

Benefits

•Medical/Rx/Dental/Vision coverage for employees and their eligible family members •Competitive PTO and vacation policies •1 Friday off each month for Wellness Weekends •Company 401(k) plan with employer contributions after one year •Company-sponsored training and certification opportunities •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