Overview
This role supports data-driven business strategy and performance optimization across credit card and related functions. The position is for a strategic, analytical professional who translates performance data into actionable plans that drive measurable growth and inform key decisions.
Responsibilities
- Monitor and evaluate business and sales performance in Databricks, providing insights and strategy enhancements
- Develop time-sensitive production and ad hoc insights using tools such as Power BI
- Optimize daily sales lead flow by ensuring accurate lead prioritization and partnering with key business stakeholders to improve business conversion rates
- Identify and evaluate new population segments, products, and markets to uncover growth opportunities across the card lifecycle
- Collaborate cross-functionally within credit card to design and analyze A/B tests to enhance the consumer journey
- Translate business performance into business impact by delivering insights connecting sales metrics to outcomes such as revenue, customer acquisition, and profitability
- Present findings and strategic recommendations to stakeholders at all levels, synthesizing complex data into clear, actionable insights
Requirements
- Bachelor’s degree in business, Data Analytics, Finance, or related field; MBA or advanced degree strongly preferred
- 2+ years of experience in business strategy, performance measurement, or analytics within financial services
- Demonstrated experience developing and executing strategic plans in collaboration with senior leadership and cross-functional partners
- Experience with list-based marketing strategy (e.g., direct mail, email)
- Proficiency in SQL and advanced data analytics, with the ability to independently query and analyze data sets
- Strong knowledge of data visualization tools such as Power BI, Tableau, or similar platforms
- Excellent communication skills, including the ability to synthesize strategy and performance insights for diverse audiences
- Proven ability to connect business strategy to marketing KPIs, optimize campaigns, and influence high-impact decisions
- Highly collaborative, organized, and comfortable managing competing priorities in a fast-paced environment
- Travel requirement: Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience. Following this event, ongoing travel is minimal—approximately 5% annually—for team on-sites, meetings, and cross-functional collaboration
- Work Authorization: This role is not eligible for employer-provided immigration sponsorship. Applicants must already possess valid U.S. work authorization that will not require sponsorship now or in the future
Preferred Qualifications
- Experience in consumer lending
- Experience leveraging generative AI tools (e.g., ChatGPT, Claude, DALL·E) to enhance productivity, automate content creation, and support data-driven decision-making
Compensation & Benefits
- 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 through community giving
Equal Opportunity
The organization is committed to equal treatment and opportunity in 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.
AI Use in Hiring
The employer may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools support the recruitment team but do not replace human judgment. Final hiring decisions are made by humans.