高级经理，客户成功项目与运营
Senior Manager, Customer Success Programs & Operations
你是否准备好加入一个注重效率的团队，该团队以卓越的文化著称，致力于将有才华的员工培养成有效的业务领导者？那么BHG Financial就是适合你的地方。
2001年，我们从一个想法、一个机会和25,000美元开始。当时，我们的业务专注于为医疗行业客户提供服务。凭借对医疗行业的深入了解，我们很快扩展到为其他多个行业的高收入专业人士提供服务，为他们提供领先的金融解决方案，包括我们广泛的社区银行网络。
如今，BHG Financial已在金融服务领域确立了自身的领导地位。我们秉持更高效借贷的理念，致力于帮助有成就的专业人士、小企业和机构通过创新的金融解决方案、便捷的流程和个性化的管家式服务，持续取得成功。
我们对客户成功的执着追求是BHG Financial不断发展的关键。我们从360度视角了解客户，以量身定制最适合其财务目标的解决方案。如今的职场人士收入来源多样，不仅仅依靠工资。因此，在做出负责任的贷款决策时，必须考虑这些因素。我们持续关注数据、分析和专有模型，使客户能够更快获得资金。
从企业贷款到个人贷款，再到与社区银行的合作关系，全国顶尖的专业人士和企业主都依赖我们卓越的金融解决方案和管家式服务，以持续他们的成功和传承。
你是什么样的人
我们正在寻找一位高级经理，负责客户成功项目与运营，以帮助公司在整个组织中扩展和实现客户体验计划。
这个职位作为战略合作伙伴，负责领导跨职能项目，建立利益相关者之间的共识，制定可重复的流程，并确保项目从概念顺利过渡到实施。
理想的候选人是一个系统性思考者和强大的关系建设者，能够应对不确定性，无需权威也能影响他人，推动组织内部的认同，并通过执行和长期维持来推进项目。
你将做什么
从规划到实施和采用，领导跨职能项目
在不同部门和管理层级之间建立利益相关者共识
查看英文原文
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 Senior Manager, Customer Success Programs & Operations to help scale and operationalize customer experience initiatives across the organization.
This role serves as a strategic partner responsible for leading cross-functional programs, building alignment among stakeholders, establishing repeatable processes, and ensuring initiatives successfully move from concept to adoption.
The ideal candidate is a systems-thinker and strong relationship builder who can navigate ambiguity, influence without authority, create organizational buy-in, and drive initiatives through execution and long-term sustainment.
What You'll Do
Lead cross-functional programs from planning through implementation and adoption
Build stakeholder alignment across departments and leadership levels
Drive accountability, follow-up, and execution across multiple initiatives simultaneously
Develop governance structures, workflows, SOPs, and operating procedures
Create communication, training, and adoption plans for new initiatives
Identify risks, dependencies, and implementation challenges before they impact progress
Partner with business leaders to translate customer insights into operational improvements
Support reporting, measurement, and continuous improvement efforts
Recommend and implement process improvements that improve the customer experience
What Will Make Someone Successful
Exceptional relationship-building and communication skills
Ability to influence stakeholders without direct authority
Strong business judgment and problem-solving skills
Comfortable operating in a fast-paced, evolving environment
Ability to anticipate needs, identify opportunities, and develop solutions independently
Strong organizational and project management capabilities, systems-thinker
Experience leading change and driving adoption of new processes or initiatives
Ability to balance strategic thinking with hands-on execution
Demonstrated interest in using emerging tech to solve business problems
What You'll Need
7+ years of experience in Program Management, Business Operations, Customer Success Operations, Strategy & Operations, Consulting, Change Management, or a related field
Proven experience leading complex cross-functional initiatives
Demonstrated success building stakeholder alignment and driving organizational change
Strong written, verbal, and presentation skills
Experience developing operational processes, governance models, and documentation
Strong project and program management experience
Travel requirement: All roles require travel during the first 6 months of employment to attend the BHG Oars in Experience. After the initial 6 months, ongoing travel is expected at approximately ~5% annually for periodic team on-sites, team meetings, and cross-functional collaboration.
Work Authorization: This role is not eligible for employer-provided immigration sponsorship. To be considered, applicants must already possess valid U.S. work authorization that will not require sponsorship now or in the future.
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.