Portfolio Manager – Mid-Market

🔥 0 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

HFD

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

⚕️ Healthcare Insurance

Finance • Healthcare Insurance

HFD is a company that offers affordable financing options for patients seeking healthcare services in various specialties, including dental, orthodontics, veterinary, audiology, vision, and cosmetics. The company is committed to providing pay-over-time solutions that are accessible to nearly every patient, regardless of their credit score, addressing a significant challenge faced by traditional lenders. HFD's platform aims to improve patient approval rates, reduce financial barriers to treatment, and support healthcare providers by minimizing the discomfort of financial discussions with patients. HFD partners with healthcare providers to onboard them onto their platform, facilitating seamless patient financing experiences.

📋 Description

• Own and lead corporate-level relationships across a portfolio of mid-market dental and aesthetics partners, serving as the strategic point of contact for owners, executives, and operations leadership. • Drive monthly and quarterly business reviews covering portfolio performance, fee economics, top-line revenue growth, utilization, and how each account benchmarks against industry standards and peer groups. • Coordinate partner initiatives across the organization - aligning corporate priorities with HFD’s field sales team to ensure location-level execution of enterprise-level commitments. • Analyze portfolio and credit performance data to evaluate account health, identify risks and expansion opportunities, and build data-backed action plans that drive adoption and volume. • Translate financing economics - approval rates, fee structures, funding speed, credit-spectrum coverage - into executive-level ROI conversations that deepen partner commitment. • Expand your book of business: identify whitespace within existing partners (new locations, new service lines, new verticals) and convert relationships into net-new growth. • Provide structured field intelligence - partner needs, competitive dynamics, market trends - back to HFD leadership to sharpen product and go-to-market strategy. • Maintain disciplined CRM hygiene, account planning, and forecasting to support accurate business visibility.

🎯 Requirements

• Ability to pay close attention to detail and be self-motivated • Ability to multitask and excel in a fast-paced environment • Proficiency in Microsoft excel • Existing relationships with mid-market dental groups, DSOs, aesthetics platforms, or MSOs preferred. • Direct experience with consumer credit, point-of-sale lending, or portfolio-level financial analysis preferred. • Familiarity with the dental and aesthetics industry landscape, including practice economics and treatment-plan financing dynamics preferred.

🏖️ Benefits

• Medical, Dental, Vision Insurance • 401k with 4% company match. • Unlimited PTO • 6 days of paid sick time • 6 paid holidays • 1 floating holiday (from the HFD approved list) • EPIC company culture