Lead the design, integration, and optimization of AI within the Salesforce ecosystem, ensuring innovative automation and compliance in financial services.
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 visionary Salesforce AI Innovation Architect to lead the design, integration, and optimization of Artificial Intelligence within our Salesforce ecosystem. This role serves as the bridge between Salesforce platform architecture and enterprise AI initiatives, ensuring that our customer engagement, loan origination, and enterprise applications leverage the latest in intelligent automation, decisioning, and data-driven innovation.
The ideal candidate brings deep Salesforce expertise, a strong understanding of AI/ML frameworks, and proven experience in building scalable, compliant, and business-aligned solutions. This is both a strategic and hands-on role, requiring collaboration across engineering, data science, risk, compliance, and business teams.
What You'll Do
- AI-Driven Salesforce Strategy
- Define and drive the AI innovation roadmap within Salesforce, aligning platform capabilities with business goals.
- Identify high-value use cases where AI can transform customer experience, productivity, and operational efficiency.
- Salesforce Architecture & Integration
- Architect scalable, secure Salesforce solutions that integrate AI services (Einstein, Copado AI, Anthropic, OpenAI, FICO Blaze, Provenir, etc.).
- Lead the integration of AI agents and decisioning engines into Salesforce workflows and automation.
- Govern Salesforce data models, APIs, and integrations to ensure accurate, compliant AI execution.
- Innovation & Delivery
- Lead proofs of concept and pilots for AI-driven Salesforce capabilities (auto-decisioning, predictive lead scoring, intelligent case routing, etc.).
- Establish reusable AI design patterns and best practices for Salesforce development.
- Collaborate with engineering teams to embed AI into the SDLC—from requirements and QA to deployment.
- Governance & Compliance
- Ensure all AI implementations meet enterprise standards for security, auditability, and regulatory compliance (SOC2, GDPR, CCPA, etc.).
- Partner with Risk and Compliance teams to validate AI fairness, explainability, and accountability.
- Collaboration & Leadership
- Serve as the Salesforce-AI subject matter expert for engineering leadership and business executives.
- Mentor architects and engineers on scalable AI adoption and best practices.
- Partner with Data & AI teams to seamlessly integrate models into Salesforce applications.
What You'll Need
- 10+ years of Salesforce experience, including 5+ years in an Architect role (Technical, Solution, or Enterprise).
- Expertise with Salesforce Sales Cloud, Service Cloud, Experience Cloud, and integrations.
- Hands-on experience with AI/ML technologies (Salesforce Einstein, Copado AI, OpenAI/Anthropic APIs, TensorFlow, PyTorch, etc.).
- Strong knowledge of integration frameworks (MuleSoft, Azure APIM, REST/SOAP, event-driven architecture).
- Proven record of delivering AI-enabled Salesforce solutions at scale.
- Deep understanding of data governance, compliance, and model risk management in regulated industries (finance, healthcare, etc.).
- Excellent communication and stakeholder management skills.
- Salesforce certifications (Application Architect, System Architect, Technical Architect, or AI Specialist) strongly preferred.
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.
Top Skills
Anthropic
Azure Apim
Copado Ai
Einstein
Fico Blaze
Mulesoft
Openai
Provenir
PyTorch
Rest
Salesforce
Soap
TensorFlow
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Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
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