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.
• Support provider offices to operate effectively.
• Deliver strong presentations that communicate the value of our program clearly to both clinical and business stakeholders.
• Qualify partnerships with intention.
• Understand provider workflows and technology.
• Own the onboarding process.
• Be the voice of the field.
• Stay accountable.

Area Manager

• 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.

Portfolio Manager – Mid-Market

• 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 – New England

Administration

• Assisting with oversight of newer and more complex department initiatives
• Serving as a subject matter expert for fraud, recovery, provider risk, and portfolio management functions
• Supporting cross-functional projects and operational improvements
• Assisting with provider recovery efforts, recourse reviews, and financial exposure analysis
• Supporting reporting development, data validation, and portfolio analytics
• Assisting with vendor coordination and recovery operations
• Conducting research and preparing recommendations for escalated matters
• Supporting quality assurance efforts across expanded department functions
• Assisting with training and development as new responsibilities are introduced
• Helping manage project work and strategic initiatives that extend beyond the department's core functions

Portfolio Administration Lead

Financial Crime

• Develop, implement, and maintain HFD's written BSA/AML compliance program, policies, procedures, and internal controls.
• Conduct periodic reviews and updates to align with current regulatory requirements.
• Oversee the monitoring of customer transactions for unusual or suspicious activities.
• Ensure the timely and accurate completion and reporting of all Questionable Activity Reports (QARs) including oversight of the QAR Committee, reporting to our sponsor bank, and reporting to HFD’s Compliance Committee.
• Participate in the efforts to prevent and detect fraudulent activities that may have BSA/AML implications.
• Conduct periodic, comprehensive risk assessments to identify potential money laundering and terrorist financing risks across all products, services, and customer types.
• Manage the Customer Identification Program (CIP) and CDD processes, including verifying customer identities and assessing risk profiles at account opening and throughout the relationship.
• Develop and deliver ongoing BSA/AML/OFAC training to all employees, relevant management, and the Board of Directors to ensure awareness and compliance with regulatory obligations.
• Act as the primary liaison for internal auditors, independent state and federal auditors, and regulatory examiners on BSA/AML matters.
• Coordinate responses to audits and examinations and ensure identified deficiencies are addressed.
• Serve as the main point of contact for legal requests, such as subpoenas and garnishments, coordinating with internal and external stakeholders for timely and legally compliant responses.

BSA/AML Officer

• 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.
• 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.
• Understand provider workflows and technology.
• Own the onboarding process.

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

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

Area Manager

Portfolio Manager – Mid-Market

Area Manager – New England

Portfolio Administration Lead

BSA/AML Officer

Area Manager

Senior Accountant

Head of Marketing

Revenue Operations – Provider Due Diligence Specialist