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Sales Operations Associate

BHG Financial

Hybrid

Remote

Full Time

Who You Are You are a motivated and detail-oriented professional who thrives on keeping things organized and moving forward. You’re passionate about supporting a high-performing sales team by staying on top of tasks, timelines, and follow-ups. You’re comfortable juggling multiple priorities, completing tasks timely and accurately, and pivoting to new requests when priorities shift. You bring focus, resilience, and a strong sense of ownership to your work—and you enjoy being part of a fast-paced team. 

What You'll Do

  • Support the Sales Operations team with day-to-day operational tasks and ensure timely completion. 
  • Update CRM systems with accurate sales data and documentation when requested 
  • Assist in preparing recurring reports and team deliverables, while also responding to ad hoc requests and operational tasks as they arise. 
  • Help manage and organize sales enablement/operations tools and shared resources. 

What You'll Need

  • Associate degree/ Bachelor Degree preferred or related work experience  
  • 2+ years of experience in a deadline driven role  
  • Critical thinking and exceptional communication skills  
  • Ability to work independently in a fast-paced environment   
  • Ability to navigate through various software systems 
  • Comfortable using Microsoft Office tools like Excel, Outlook, and Word 
  • Intermediate knowledge in Excel; V-lookups, Pivots Tables

Sales Operations Associate

Hybrid

Remote

Full Time

August 4, 2025

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BHG Financial

BHGfinancial