Portfolio Manager – Mid-Market

HFD

Portfolio Manager handling corporate-level relationships across mid-market dental and aesthetics partners. Focused on driving business growth and strategic initiatives within healthcare finance.

Posted 7/21/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $115,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing corporate-level relationships within the dental and aesthetics sectors, leveraging financial analysis and market insights to drive business growth and partner engagement. Proficient in utilizing CRM systems and Microsoft Excel for data analysis and account management.

Highest-signal resume keywords

Corporate Relationship ManagementFinancial AnalysisBusiness DevelopmentCRM ProficiencyMarket Trend Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisData AnalysisPortfolio ManagementBusiness Review CoordinationUtilization MetricsRevenue Growth StrategiesApproval Rate AnalysisFee Structure EvaluationCredit-Spectrum CoverageMarket Strategy Development

Soft Skills

Attention to DetailSelf-MotivationMultitaskingFast-Paced Environment Adaptability

Tools & Technologies

Microsoft ExcelCRM Systems

Industry Keywords

Dental IndustryAesthetics IndustryMid-Market PartnershipsConsumer CreditPoint-of-Sale LendingPractice EconomicsTreatment-Plan FinancingDSOsMSOs

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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