Account Executive

• Full-Cycle Ownership: Own the "Lead to Close" journey: qualification, product demonstration, objection handling, and closing.
• Reactivation Specialist: Execute data-driven outbound campaigns to re-engage dormant providers; earn commission on the net-new origination volume they generate.
• Inbound Conversion: Move with urgency on warm leads to conduct high-impact demos and secure new partnerships.
• Strategic Handoff: Once closed, transition accounts to the Long-Term Account Management team with precision, ensuring a seamless experience for the provider.
• Resourcefulness: Utilize the internal "Knowledge Base" and CRM history to navigate tasks; prioritize self-education to maintain high velocity.
• Pipeline Management: Balance a multi-stream pipeline of inbound, self-sourced outbound, and reactivation accounts.

Analyst

• Assist in the execution of capital markets transactions, including debt and equity issuance and securitization activities
• Prepare and maintain investor reports, compliance documentation, and respond to investor inquiries
• Conduct market research and analyze funding opportunities to support liquidity planning
• Build and update financial models for scenario analysis and performance tracking
• Monitor market trends, interest rates, and competitor activity to inform team strategy
• Collaborate with Treasury, FP&A, and Accounting teams to ensure accurate cash forecasting and reporting
• Support preparation of presentations for senior leadership and external stakeholders

Capital Markets Analyst

Revenue Operations

• The Revenue Operations Associate will support the revenue operations team in all aspects of patient financing account setup, ticketing, escalations, and process improvement.
• Account Provisioning: Create, configure, and maintain patient financing accounts in internal systems so that they can take advantage of our patient financing platform.
• Ensure accurate setup of financing terms, feature flags, documentation, and compliance requirements.
• Monitor account health, perform regular audits, and implement corrections or remediation where necessary.
• Own and manage a dedicated ticket queue in HubSpot, triaging inbound tickets, categorizing issues, routing requests, and completing tasks.
• Provide timely responses or escalations, ensuring SLA compliance.
• Document ticket resolutions, knowledge base updates, and standard operating procedures (SOPs).
• Address and investigate escalated issues; liaise with internal teams (engineering, product, customer support) to diagnose root causes and drive remediation.
• Partner with Sales/Business Development and Customer Success to ensure smooth onboarding of new providers.
• Work with Compliance/Legal to ensure appropriate contracts are in place.
• Collaborate with Finance and Accounting on collections reporting, reconciliations, and revenue recognition.
• Interface with Product/Engineering to feed back user issues, propose process enhancements, and help test new features.
• Identify bottlenecks, inefficiencies, and recurring issues in current processes; propose and help implement improvements.

Revenue Operations Associate

Manager

• Manage key field relationships with our provider partners and their teams to drive adoption, retention, and consistent origination performance.
• Collaborate with corporate partners and field reps to ensure alignment, share best practices, and support joint goals.
• Monitor territory performance closely. Spot trends early, identify gaps, and proactively take steps to support underperforming offices.
• Identify and close new opportunities. Whether through partner referrals or proactive outreach, you’ll help us grow our footprint.
• Support provider offices to operate effectively. Serve as a trusted advisor who helps them use HFD effectively and confidently.
• Deliver strong presentations that communicate the value of our program clearly to both clinical and business stakeholders.
• Qualify partnerships with intention. We work best with engaged, willing practices your job is to find the right fit and set them up for success.
• Understand provider workflows and technology. Be confident navigating integrations and system configurations to support adoption.
• Own the onboarding process. Ensure new offices are fully trained and originating as quickly as possible.
• Be the voice of the field. Gather feedback to inform product development, pricing strategies, and internal improvements.
• Stay accountable. Provide weekly updates with key outcomes, progress toward goals, and plans for improvement.

Area Manager

Financial Crime

• Reporting to the Chief Compliance Officer
• Overseeing and ensuring HFD’s compliance with all applicable Bank Secrecy Act (BSA), Anti-Money Laundering (AML), US PATRIOT Act, and OFAC laws and regulations
• Managing the entire BSA compliance program, including policy development, risk assessment, transaction monitoring, reporting, and staff training
• Serving as liaison for law enforcement agencies.

BSA/AML Officer

IT Support

• Support the audit process ensuring efficient and compliant audit management
• Assist with state examination activities
• Organize and analyze data
• Maintain essential documentation

Account Executive

Capital Markets Analyst

Revenue Operations Associate

Area Manager

Area Manager

BSA/AML Officer

Audit Support Specialist