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Sales Operations Specialist - Remote Eligible

Coordinate lead approval routing to optimize sales team efficiency and accuracy
Remote
Junior
yesterday
BHG Financial

BHG Financial

A provider of specialized business and consumer loans, as well as credit cards, primarily catering to healthcare professionals and other high-earning fields.

1 Similar Job at BHG Financial

Sales Operations Specialist

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

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Sales Operations Specialist - Remote Eligible
Remote
Sales
About BHG Financial
A provider of specialized business and consumer loans, as well as credit cards, primarily catering to healthcare professionals and other high-earning fields.