Manager, Performance Measurement

Summary

Join BHG Financial, a growing team with an award-winning culture focused on developing employees into business leaders. We started in 2001 serving the medical industry and expanded to serve high-earning professionals across various sectors, offering innovative financial solutions. Our commitment to customer success and data-driven decision-making has made us a leader in financial services. We offer a 360-degree view of our customers to tailor financial solutions, factoring in multiple income sources. We are seeking a strategic and analytical professional passionate about business strategy and data-driven decision-making to lead marketing initiatives and contribute to our continued growth.

Requirements

• Bachelor’s degree in Business, Data Analytics, Marketing, or related field; MBA or advanced degree strongly preferred
• 5+ years of experience in business strategy, performance measurement, or analytics within financial services
• Demonstrated experience in developing and executing strategic plans in collaboration with senior leadership and cross-functional partners
• Experience with list-based marketing strategy (e.g., direct mail, email)
• Proficiency in SQL and advanced data analytics; ability to independently query and analyze data sets
• Strong knowledge of data visualization tools such as Power BI, Tableau, or similar platforms
• Excellent communication skills, with the ability to synthesize strategy and performance insights for diverse audiences
• Proven ability to link business strategy to marketing KPIs, optimize campaigns, and influence high-impact decisions
• Highly collaborative, organized, and comfortable managing competing priorities in a fast-paced, dynamic environment

Responsibilities

• Lead strategic initiatives that bridge business goals with marketing execution, including go-to-market planning for key products such as debt consolidation
• Translate corporate and product strategy into actionable marketing plans, business requirements, and performance measurement frameworks
• Develop business cases by evaluating performance trends, customer behavior, and the competitive landscape to support strategic decision-making
• Partner closely with leadership and cross-functional teams to align marketing programs with broader company growth objectives
• Act as a strategic advisor to senior leadership, delivering insights that connect marketing performance to business outcomes such as revenue, acquisition, and ROI
• Build detailed roadmaps for new marketing tactics and performance optimization initiatives aligned with business priorities
• Assess marketing channel performance vs. forecast to identify opportunities for optimization and scalable growth
• Identify, recommend, and implement performance improvement strategies across key marketing channels to grow Total Financial Applications (TFA) originations
• Establish and maintain performance guardrails and measurement standards to ensure consistency, accuracy, and alignment across campaigns
• Deliver compelling presentations and recommendations to stakeholders at all levels, synthesizing complex data and strategy into clear, actionable insights

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