Portfolio Manager - Mid-Market

HFD is a specialty patient-financing company focused on making healthcare more affordable. They are seeking a Portfolio Manager - Mid-Market to lead corporate relationships with mid-market partners in dental and aesthetics, driving business growth and ensuring effective execution of initiatives.

Responsibilities:

• 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:

• 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
• 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
• Direct experience with consumer credit, point-of-sale lending, or portfolio-level financial analysis
• Familiarity with the dental and aesthetics industry landscape, including practice economics and treatment-plan financing dynamics