BHG Financial

Customer Success Manager

• 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
• Help scale and operationalize customer experience initiatives across the organization
• Serve as a strategic partner moving initiatives from concept to adoption and long-term sustainment

Senior Manager, Customer Success Programs – Operations

Manager

• Participate in annual budgeting and short-term and long-term OPEX and CAPEX forecasting
• Lead monthly financial reviews and variance analysis with cost center leaders and project teams
• Provide Finance partners with current information for upload into the Adaptive Planning System
• Gather monthly labor allocations across strategic projects and teams
• Route capital-related labor to the appropriate strategic capital projects with Finance and Payroll partners
• Collect, clean, analyze, visualize, and interpret monthly loan processing expense data
• Evaluate internal systems and develop and maintain data-handling, processing, and cleaning protocols
• Partner with Sourcing Vendor Management, Finance, Business Analytics, and other functions to align financial data and forecasts
• Build relationships with executives and department leaders and provide financial analysis and recommendations
• Develop comprehensive technology project estimates with project core teams
• Streamline financial processes and improve financial decision-making
• Document and maintain financial Standard Operating Procedures
• Collaborate with BHG departments to understand priorities and expense-related forecasts
• Analyze complex financial information, identify trends and opportunities, and advise leadership
• Complete ad hoc projects as requested
• Support OpEx strategy, cost control, resource allocation, governance, and process improvements

Operational Expense Manager

Administration

• Configure, maintain, and administer Azure Databricks workspaces and clusters across development, staging, and production environments
• Monitor cluster health, performance metrics, resource utilization, and platform availability
• Optimize cluster, SQL warehouse, and workspace configurations for performance and cost efficiency
• Manage workspace governance, including job scheduling, notebook organization, audit logging, and operational standards
• Administer user access, workspace permissions, SQL warehouse configurations, and group-based security controls
• Troubleshoot infrastructure issues, performance bottlenecks, connectivity problems, and workload failures
• Support disaster recovery and high-availability planning, validation, and operational readiness
• Collaborate with data engineering teams to establish Databricks usage standards, support workload reliability, troubleshoot platform issues, optimize Delta Lake performance, and promote governed platform adoption
• Administer and enforce security policies, RBAC, encryption standards, and access controls
• Maintain documentation and runbooks for operational procedures
• Support capacity planning, cost optimization, and platform improvement initiatives
• Maintain Azure Databricks security governance standards in a financial services environment
• Administer Unity Catalog permissions, metastores, catalogs, schemas, tables, volumes, and external locations
• Manage workspace permissions, admin roles, service principals, groups, SCIM provisioning, and Microsoft Entra ID integration
• Configure and review compute policies, cluster permissions, instance pool access, SQL warehouse permissions, and job ownership
• Oversee secrets management, token usage, storage credential access, and Key Vault-backed configurations
• Coordinate recurring access reviews, access certification, and remediation of excessive or outdated permissions
• Review Databricks audit logs, security events, access changes, control findings, policy exceptions, and segregation-of-duties concerns
• Support audit and regulatory readiness by maintaining evidence for access controls, configuration standards, policy enforcement, procedures, and change management
• Partner with cybersecurity, compliance, risk, infrastructure, and data governance teams to align Databricks controls with financial services security, privacy, and compliance expectations

Senior Manager, Customer Success Programs – Operations

Operational Expense Manager

Databricks Administrator