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Sales Operations Specialist at BHG Financial

Remote, Oregon, USA -

Full Time

Start Date

Immediate

Expiry Date

30 Nov, 25

Salary

0.0

Posted On

31 Aug, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Good communication skills

Industry

Marketing/Advertising/Sales

Description

How To Apply:

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Responsibilities

Ensure the approval routing for commercial and consumer lead assignments is executed with minimum errors
Ensure that cold lead assignment count is following the strategy presented by the Sales Ops and Enablement manager
Collaborate with members inside the group on additional approval routing as needed. Ex: Monthly distro reset, kickbacks, email assignments and reassignments.
Assist as necessary on distribution updates based on capacity and closing PTO.
Navigate Salesforce CRM for routing, data integrity and reportin