Salesforce Administrator – Data Specialist

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.

Who You Are

We are seeking a detail-oriented Salesforce Administrator specializing in data cleaning, archiving, and analytics to ensure our CRM data is accurate, well-organized, and actionable. This role will primarily focus on managing the integrity of our Salesforce data, ensuring data hygiene is maintained, archiving older data appropriately, and providing data insights to support business operations and decision-making. You will play a critical role in maintaining the accuracy, consistency, and usability of our Salesforce data to drive productivity and business intelligence.

What You'll Do

• The Salesforce Administrator will perform regular audits of Salesforce data to identify and correct errors, duplicates, incomplete entries, and inconsistencies.
• Implement and monitor automated data validation rules, workflows, and triggers to maintain data accuracy.
• Collaborate with various departments to ensure the data they input adheres to Salesforce data standards.
• The Salesforce Administrator will develop and execute strategies to archive outdated or unused data while ensuring compliance with data retention policies.
• Manage data storage limits and ensure efficient use of Salesforce storage.
• Implement archiving tools and integrations for long-term data storage, such as Grax.
• The Salesforce Administrator will design, develop, and maintain customized reports, dashboards, and KPIs to provide business insights.
• Work with stakeholders to identify data analysis needs, translating them into actionable reports and metrics.
• Support business units with data extraction and preparation for deeper analysis or business presentations.
• The Salesforce Administrator will enforce data governance policies, ensuring proper data entry, usage, and quality control measures.
• Act as the point person for Salesforce data management and establish best practices for maintaining a clean, reliable dataset.
• The Salesforce Administrator will provide user support on Salesforce functionalities related to data cleaning and reporting.
• Train users on data management best practices and data entry processes to minimize errors.
• Collaborate with Salesforce developers and consultants to implement necessary system changes or enhancements.
• Document data object hierarchy and use cases.
• The Salesforce Administrator will assist in integrating third-party data tools with Salesforce to streamline data cleaning and analysis efforts.
• Automate data management tasks where possible to optimize efficiency and data integrity.

What You'll Need

• 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.

Life at BHG Financial

At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

Why You Should Join BHG Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:

•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

If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.