Teams at BHG Financial

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.

Design, develop, maintain, and support a large Salesforce environment across Sales Cloud and Service Cloud. Build Apex, Aura, and LWC solutions; implement Data Cloud and AgentForce capabilities; maintain integrations and data flows; troubleshoot production issues; create reports and dashboards; recommend automation; participate in architecture, testing, deployment, documentation, and code reviews; and enforce scalable Salesforce development practices.

Administer and optimize SQL Server and MongoDB environments across Azure and on-premises platforms. Responsibilities include performance tuning, capacity planning, high availability and disaster recovery, security and compliance, backup and recovery, migration support, monitoring, troubleshooting, and automation using T-SQL and PowerShell. The role also manages MongoDB Atlas clusters, database replication, indexing, query optimization, and operational improvements.