Vice President of Lifetime Value & Patient Financing

Vice President of Lifetime Value & Patient Financing

Join to apply for the Vice President of Lifetime Value & Patient Financing role at Heartland Dental
.

We are seeking a senior executive with a proven track record in patient financing and consumer engagement to serve as the Vice President, Lifetime Value & Patient Financing
. This leader will develop and implement world‑class patient financing solutions that maximize patient affordability, enhance treatment adoption, and drive multi‑year same‑office growth. The role will also oversee lifetime value marketing programs that follow a strategic patient journey approach—ensuring every patient interaction, from first appointment to long‑term retention, is optimized to drive engagement, loyalty, and advocacy.

• Patient Financing Strategy & Optimization
  • Develop a best‑in‑class patient financing strategy that increases access to care while improving office profitability.
  • Leverage strategic patient journey mapping to determine optimal financing touchpoints for maximum impact on conversion and retention.
  • Implement a continuous improvement model to enhance financing options and thus effectiveness, ensuring greater capital access for patients and increased revenue for Heartland.
  • Lead partnerships with financial institutions to expand patient financing options.
  • Ensure compliance with legal and regulatory requirements.
• Seamless PMS Integration & Office Enablement
  • Oversee seamless financing integration into the Practice Management System (PMS) (currently Dentrix) to enhance staff efficiency and patient experience.
  • Ensure financing tools and processes are fully embedded in daily office operations to drive adoption.
  • Optimize application workflows to improve approval rates, reduce friction, and enhance the staff and patient experience.
• Patient Lifetime Value & Engagement – A Strategic Journey Approach
  • Map and optimize the entire patient journey from the first appointment through retention, reactivation, and advocacy.
  • Develop engagement programs that guide patients seamlessly through key lifecycle touchpoints, ensuring financing is positioned at the right moments to drive conversion and satisfaction.
  • Lead targeted initiatives that enhance lifetime patient value, including:
    • Appointment journey optimization:
      Proactive scheduling, follow‑up, and no‑show recovery to keep patients engaged.
    • Seamless financing education touchpoints:
      Ensure financing is integrated at critical moments (e.g., pre‑visit, treatment planning, post‑care follow‑up).
    • Personalized communications & automation:
      Leverage patient data to tailor outreach based on treatment needs and financing eligibility.
    • Referral program with patient advocacy in mind:
      Encourage satisfied patients to refer others through incentivized referral programs aligned with their financing and treatment journey.
    • Reactivation campaigns designed around patient needs:
      Re‑engage lapsed patients by addressing barriers to returning—whether financial, time‑related, or lack of treatment urgency.
    • Reputation & experience management:
      Drive online reviews and social proof by ensuring financing and service quality meet or exceed patient expectations.
• Leadership & Cross‑Functional Collaboration
  • Build, mentor, and lead a high‑performing team focused on patient financing and lifetime value marketing.
  • Partner with the rest of marketing, operations, finance, call center and IT to align financing and engagement strategies with business goals.
  • Serve as the enterprise expert on patient financing trends, technology, and best practices.
  • Drive a data‑driven approach to continuously measure, optimize, and enhance financing programs and marketing effectiveness.

• 15+ years in consumer financing, patient financing, financial services, or healthcare financing.
• Proven ability to drive revenue growth through strategic financing programs and trade‑up/trade‑in strategies.
• Experience integrating financing solutions into PMS systems (Dentrix experience preferred).
• Strong marketing background in consumer engagement, patient journey optimization, and retention strategies.
• Demonstrated leadership in scaling high‑impact teams and cross‑functional…