Sr. Onboarding Specialist - SaaS (Remote)

Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Senior Onboarding Specialist - SaaS will play a critical role in supporting Inspira's partner and employer onboarding processes through its SaaS Operating model. They will manage relationships with Inspira's Platform Partners / Tenants. They will support onboarding and welcome calls for clients of host partner/tenants, facilitate bulk HSA and Notional account migrations, and collaborate with the team to ensure successful partner implementations. This role is dynamic and adaptable, providing exposure to different areas of our business as we grow.
The ideal candidate is curious, flexible, and ready to grow with our business as we expand our SaaS customer base. This is a fantastic opportunity for someone eager to learn and thrive in a fast-paced environment where change management and ambiguity are part of the journey!

• Employer Onboarding & Implementation:
  • Lead the CDH benefit (HSA, FSA, HRA, etc.) implementation of employer onboarding for SMB and Mid-Market clients through our strategic partners.
  • Manage bulk HSA and Notional migrations, ensuring seamless transitions for employers.
  • Collaborate on partner implementation projects, contributing to the ongoing success of First Dollar's platform.
• Customer Success & Relationship Management:
  • Build and maintain trusted advisor relationships with partners and employers.
  • Ensure partners maximize value from our platform by understanding and advocating for their needs.
  • Mitigate risks and prevent churn by identifying issues early and leading mitigation efforts.
  • Function as the voice of the customer, providing internal feedback for product improvements.
  • Lead ongoing status calls and develop strategies to improve client health and satisfaction.
• Change Management & Process Improvement:
  • Adapt to changing responsibilities as we scale, pivoting towards a dedicated Customer Success or Implementation role as needed.
  • Continuously identify opportunities to enhance internal processes and the overall client experience.

Preferred Qualifications

• 5 years of client service or relationship management experience in a fast-paced environment, including working with institutional advisors or managers
• Strong relationship and communication skills, applied to both internal and external clients
• Proven ability to prioritize, multi-task and complete tasks within specified timelines
• Ability to solve complex issues, both independently and in a collaborative team environment
• Ability to make timely and accurate decisions
• Strong follow-through and follow-up skills
• Proficiency with Microsoft Excel, Word (including mail merge) and Outlook
• Ability to maintain the highest quality of service and professionalism
• Detail-oriented, organized, and dependable
• Deep experience with Consumer Directed Health Benefits and regulations
• College Degree preferred

What We're Looking For

• Adaptability: Comfortable with ambiguity and the evolving nature of a scaling startup.
• Curiosity: A naturally curious person who thrives on learning new things.
• CDH Experience: Experience or interest in Consumer Driven Healthcare (CDH) or adjacent industries.
• Relationship Management: Interest in building and managing long-term client relationships.
• Implementation Interest: Eagerness to contribute to implementation processes for enterprise partners.

Why You'll Love Working Here

• Become part of a fast-growing company that's changing the future of healthcare benefits.
• Gain broad exposure to customer success, implementation, and relationship management in a hands-on role.
• Grow your career in either Customer Success or Implementation Management based on our business needs and your interests.
• Join a supportive and collaborative team committed to your success.

Compensation & Benefits
$80,000-$100,000 per year