Mid-Market Portfolio Manager

Job Summary

Leading corporate relationships with mid-market dental and aesthetics partners, the full-time Portfolio Manager - Mid-Market will drive business reviews, coordinate initiatives, and analyze performance data while working remotely.

Key responsibilities

• Own and manage corporate-level relationships across a portfolio of mid-market partners, serving as the strategic point of contact
• Drive monthly and quarterly business reviews to assess portfolio performance and identify growth opportunities
• Coordinate partner initiatives with HFD's field sales team to ensure effective execution of enterprise commitments

Required qualifications

• Experience managing corporate relationships within the dental and aesthetics sectors
• Proficiency in analyzing portfolio and credit performance data
• Strong understanding of financing economics and ability to translate data into executive-level conversations
• Ability to maintain disciplined CRM hygiene and accurate account planning
• Proficiency in Microsoft Excel