Teams at BHG Financial

Lead and grow enterprise consumer partnerships: develop partnership strategy, planning, tracking and reporting frameworks; own partnership marketing and performance; create co-marketing proposals and contracts; identify third-party opportunities with Marketing, Sales and Analytics; manage multiple projects and ensure flawless execution.

Provide rapid production support and stability improvements for Salesforce: investigate and resolve Apex, Flows, LWC, and integration issues; perform root-cause analysis; deploy hotfixes; monitor platform health; create runbooks and documentation; use AI-assisted tools to accelerate debugging and solutions.

Evaluate and test operational processes for compliance and quality using speech analytics and QA tools; compile reports, recommend and track remediation, support education programs, and collaborate cross-functionally to reduce risk and improve operations.