Chief Marketing Officer

• Direct/manage/supervise the development and implementation of marketing strategies for new and existing products
• Own the marketing function across HFD’s national provider network partnerships
• Oversee implementation of the full marketing strategy including campaigns, events, digital marketing, and PR
• Work closely with the revenue team to enable revenue objectives through tools, materials, and presentations
• Guide the day-to-day activities of the marketing team
• Develop and deliver marketing and communications strategies for the organization
• Conduct continuous analysis of competitive environment and consumer trends

Head of Marketing

Revenue Operations

• Lead due-diligence review for all new providers entering the sales pipeline
• Licensing / Credential Verification and Documentation Collection
• Make sure providers actually are providers (wild, right?)
• Check state licenses, board certifications, and disciplinary actions
• Gather and validate required documents: You know the drill
• Investigate malpractice claims, litigation, sanctions, and any “uh-oh” items
• Review state and federal databases to ensure we avoid risky partnerships
• Confirm legal business names, DBAs, entity structure, and ownership
• Ensure the provider looks like a legitimate practice (website, hours, NPI)
• Confirm the provider offers services that make sense for OUR approved patient financing verticals
• Assist in setting up and provisioning provider accounts after due diligence approval
• Work closely with Sales, Legal & Compliance, Customer Success
• Streamline due diligence and recommend smart upgrades and automation
• Document SOPs

Revenue Operations – Provider Due Diligence Specialist

Product Manager

• Improve product offerings that support how HFD manages payments, loan servicing, compliance workflows, and operational processes.
• Responsible for customer advocacy, product scope and vision, prioritization and arbitration of features, and evangelism to encourage adoption and utilization of their products.
• Maximize the output of the development team.
• Order the backlog, clearly express product backlog items, and order those items to best achieve goals and optimize the value of the work the team performs.
• Lead collaboration and create and communicate requirements artifacts that translate business needs into executable requirements.
• Work closely with business stakeholders, compliance, operations, and technical teams to understand, analyze, refine, prioritize, and communicate needs to ensure full understanding of project scope, objectives, and requirements.
• Develop and adapt the product vision and drive alignment across teams.
• Participate actively in roadmap strategy and prioritization discussions in close partnership with the Director of Product.

Product Owner, Risk & Operations

Accountant

• Support the Controller with daily, weekly, and month-end accounting activities
• Reconcile bank accounts weekly and monthly across multiple entities
• Prepare and post journal entries and month-end accruals
• Maintain supporting schedules and close workpapers to support month-end close
• Assist with preparing and publishing the monthly financial statements
• Reconcile balance sheet accounts, investigate variances, and drive resolution of open items
• Track intercompany balances, complete reconciliations, and support settlements across entities
• Support cash flow planning and contribute to forecasting and budgeting activities
• Respond to document requests from auditors, tax preparers, and investors with accurate, well-organized support
• Improve accounting procedures, policies, and systems by identifying gaps and implementing enhancements
• Deliver ad hoc reporting, financial analysis, and special projects as needed

Senior Accountant

Growth Marketing

• Transform raw data into insights that drive growth strategy
• Analyze customer acquisition channels and marketing performance
• Develop and maintain marketing attribution models
• Evaluate marketing ROI, CAC, and channel effectiveness
• Build and maintain customer lifetime value (CLTV) models
• Conduct funnel analysis and cohort analysis across the customer journey
• Proactively identify opportunities to streamline our growth strategy, turning inefficiencies into advantages driving better strategy decisioning.
• Collaborate closely with our Business Development and Marketing teams, enhancing their daily experience with data-driven solutions
• Balance strategic initiatives with ad-hoc reporting needs, deftly juggling long-term projects and urgent requests without dropping the ball
• Work with engineering to correct reporting issues at scale

Senior Growth Strategy Analyst

Analyst

• Assist Portfolio Manager in identifying first payment default and down payment chargebacks within HFD's enterprise level portfolios.
• Submit chargeback responses in an accurate timely manner to assist HFD in winning such disputes.
• Using our contracts and operational term sheets, ensure that we are compliant with terms of our agreement to enterprise level customers.
• Utilizing operational term sheets, assist in managing enterprise level providers to track thresholds and maximize its return on investment.
• Assist with monitoring post charge off collection vendor performance and remittances.
• In this role, you will be trained to be able to read contracts and create operational term sheets.
• Assist in the creation of operational processes and workflows.
• Be able to identify and alert management to "red flags" or trends within data.
• Assist in creating feedback loops with our providers to ensure timeliness and accuracy in our submissions.
• Participate in special projects aimed at continuous process improvements related to operational processes and procedures.
• Perform ad hoc duties as assigned.

Head of Marketing

Revenue Operations – Provider Due Diligence Specialist

Product Owner, Risk & Operations

Senior Accountant

Senior Growth Strategy Analyst

Chargeback Analyst – Portfolio Team