Direct Finance
The EPIC Onboarding Specialist at HFD owns the critical first week for new dental, aesthetics, and veterinary practices, ensuring they are ready to offer patient financing from day one. This role involves calling new practices to schedule training, delivering virtual training sessions, and maintaining accurate records in the CRM. The specialist will help build the onboarding workflow and set standards for success while collaborating with the team to improve processes.
Headquarters
Orange, California, United States
Discover Direct Finance Solutions for your mortgage. Secure your financial future today!
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Direct Finance.