Partner Production Specialist - Remote

Overview

As a Partner Production Specialist at BHG, you'll play a pivotal role in managing and optimizing the performance of our Strategic Partners, ensuring that partner-referred leads are efficiently tracked, nurtured, and converted.

In Short

• Manage day-to-day relationships with active BHG Strategic Partners.
• Provide proactive updates to partners regarding lead flow performance.
• Collaborate with the BHG Sales team to prioritize and progress partner leads.
• Analyze partner lead data to identify trends and propose solutions.
• Monitor partner pipeline activity and produce performance reports.
• Identify and escalate operational issues early.
• Support initiatives aimed at expanding lead volume.

Requirements

• Ability to manage external partners focused on relationship-based sales.
• Strong relationship management skills.
• Excellent written and verbal communication skills.
• Ability to prioritize tasks and manage time effectively.
• An analytical mindset comfortable with performance data.
• Proactive and organized in a fast-paced environment.
• Familiarity with CRM systems (e.g., Salesforce).

Benefits

• Join a growing team with an award-winning culture.
• Opportunity to transform into effective business leaders.
• Work in a company dedicated to innovative financial solutions.
• Be part of a team that focuses on customer success.