Sales Operations Associate

Summary

Join BHG Financial, a growing company with an award-winning culture focused on developing employees into business leaders. The Sales Operations Associate role supports sales processes, systems, and data management to enhance sales team efficiency. This role involves streamlining operations, analyzing data, collaborating with cross-functional teams, and ensuring data accuracy. The ideal candidate will have 1-3 years of experience in a professional setting, preferably in sales operations, and experience with CRM systems like Salesforce. BHG Financial offers a comprehensive benefits package including medical/dental/vision coverage, PTO, wellness weekends, a 401k plan, training opportunities, quarterly awards, and volunteer opportunities.

Requirements

• Proven demonstration of intellect, drive, executive presence, and sales acumen
• 1-3 years of experience in a professional setting, preferably with evidence of prior success in sales operations
• Experience using a CRM system/platform (Salesforce, Jira, etc.)
• Knowledge of Sales Operations tools
• Strong communication and interpersonal skills
• Excellent problem-solving abilities and analytical mindset
• Knowledge of sales methodologies and best practices
• Strong attention to detail and commitment to data accuracy

Responsibilities

• Work closely with the Sales Operations team to ensure objectives and initiatives are assigned and tracked to completion
• Provide operational support to the sales team, including troubleshooting and resolving issues related to tools, processes, and systems
• Monitor the compliance and reporting for maintaining CRM data
• Monitor the activities and productivity of the inside sales team
• Identify areas for process improvement and streamline workflows
• Ensure accurate and consistent data entry within the CRM system (e.g., Salesforce) and other sales platforms

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