Bhg Inc55mo ago

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Senior Salesforce Platform Administrator (Conga & DocuSign)

RemoteFull-timesenior

OtherAdministrator

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Quick Summary

Key Responsibilities

Build and maintain document templates Configure automated document generation. Support contract lifecycle processes. Troubleshoot template merge issues. Optimize document generation performance.

Technical Tools

OtherAdministrator

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

BHG is seeking an experienced Salesforce Platform Administrator with deep expertise in Salesforce administration, Conga Composer/Contracts, and DocuSign to support our enterprise lending platform. This role will serve as the primary administrator for business-critical document generation, electronic signature workflows, and Salesforce platform configuration while partnering closely with Engineering, Product Management, Operations, Lending, Compliance, and Business stakeholders. The ideal candidate is highly technical from an administration perspective, thrives in a fast-paced environment, understands enterprise business processes, and enjoys solving complex workflow challenges without requiring custom development. This individual will be responsible for maintaining platform stability, improving business processes, supporting production users, and driving continuous platform optimization.

Responsibilities

~1 min read

→Build and maintain document templates

→ Configure automated document generation.

→ Support contract lifecycle processes.

→Troubleshoot template merge issues.

→Optimize document generation performance.

→Partner with Legal and Operations on document enhancements.

→Maintain template governance and version control.

Administer and maintain the Salesforce platform for multiple business units.

Configure objects, fields, page layouts, Lightning Record Pages, validation rules, approval processes, flows, permission sets, profiles, sharing rules, queues, public groups, and custom metadata.

Perform user provisioning, role management, security administration, and license management.

Monitor platform health and proactively identify optimization opportunities.

Support production incidents and troubleshoot user-reported issues.

Assist with release management, regression testing, and deployment coordination.

Serve as the primary administrator for the enterprise Conga platform, including:

Conga Composer
Conga Contracts
Conga Batch
Conga Trigger
Conga Grid
Conga Sign (if applicable)

Administer DocuSign eSignature integration with Salesforce.
Build and maintain DocuSign envelopes.
Configure routing rules.
Maintain templates and reusable workflows.
Troubleshoot signature failures.
Support authentication and security settings.
Partner with Compliance on audit requirements.

Build scalable Salesforce Flows.
Enhance automation across Sales, Lending, Operations, Customer Service, and Legal.
Eliminate manual processes through declarative automation.
Identify opportunities to improve user experience.
Support integrations with downstream systems.

Participate in change management activities.
Support release planning and deployment validation.
Maintain platform documentation.
Follow established governance and security standards.
Assist with sandbox management.
Coordinate testing activities.

Provide Tier II/Tier III Salesforce support.
Resolve platform-related issues.
Train end users on new functionality.
Create knowledge articles and documentation.
Partner with business stakeholders to gather enhancement requests.

Requirements

~1 min read

5+ years of Salesforce Administration experience
Salesforce Administrator Certification
3+ years administering Conga products and DocuSign
Hands-on experience with Salesforce Lightning, Flow Builder, Validation Rules, Approval Processes, Reports & Dashboards, Security Model, Permission Sets, and Sharing Rules
Experience supporting enterprise production environments
Strong troubleshooting, analytical, communication, and customer service skills

Salesforce Advanced Administrator and/or Salesforce Business Analyst Certification
Conga and/or DocuSign Certification
Financial Services, Banking, Lending, or Financial Services Cloud (FSC) experience
Experience with Agile delivery methodologies and partnering with Product Owners and Engineering teams
Familiarity with Git, Copado, Gearset, release management, and regulated environments
Experience with UAT, sandbox management, and enterprise platform support

Nice to Have

~1 min read

Salesforce Lightning, Flow Builder, Reports & Dashboards
Conga Composer, Contracts, Batch, and Trigger
DocuSign for Salesforce
Data Loader, Workbench, and SOQL
Copado or Gearset
Jira, Confluence, and Microsoft Office
API integrations, enterprise document lifecycle management, and Salesforce Shield

Within the first year, this individual will:

Own day-to-day Salesforce administration for assigned business functions
Enhance business automation through Salesforce Flow and platform improvements
Improve document generation and DocuSign workflow reliability
Deliver exceptional support to business users
Drive platform stability, scalability, and operational excellence

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.