Teams at BHG Financial

Leads cross-functional customer success programs from planning through adoption, building stakeholder alignment, governance, workflows, communication plans, and sustainable operating processes. Identifies risks, drives accountability, supports reporting and continuous improvement, and translates customer insights into operational enhancements. Requires strong change management, relationship-building, project management, and execution skills.

Administer and optimize Azure Databricks environments across development, staging, and production. Manage workspaces, clusters, jobs, SQL warehouses, Unity Catalog, permissions, identity integrations, security controls, monitoring, troubleshooting, disaster recovery, and cost efficiency. Partner with data engineering, cybersecurity, compliance, and governance teams to maintain reliable, secure, auditable, and well-documented data analytics infrastructure in a regulated financial services environment.

Analyzes customer assets, income, and debts to recommend suitable financial and loan products. Markets services, prospecting through cold calls, qualifies and closes accounts, maintains client relationships, documents activity in a CRM, follows up on leads, and delivers strong customer communication and presentations. Requires minimal ongoing travel after an initial company event.