Sr. Onboarding Specialist

Inspira Financial • Oak Brook, IL

4d

About The Position

The Senior Onboarding Specialist - SaaS supports Inspira’s partner and employer onboarding processes through its SaaS operating model and manages relationships with Inspira’s platform partners and tenants. The role supports onboarding and welcome calls for clients of host partners and tenants, facilitates bulk HSA and Notional account migrations, and collaborates with the team on successful partner implementations. It is dynamic and adaptable, with exposure to different areas of the business as the SaaS customer base grows.

The specialist leads consumer-directed health benefit (CDH) implementations for employer onboarding across SMB and Mid-Market clients through strategic partners. The position also focuses on customer success and relationship management, change management, and process improvement. Responsibilities may evolve toward a dedicated Customer Success or Implementation role as the company scales.

Requirements

• Five years of client service or relationship management experience in a fast-paced environment, including work with institutional advisors or managers.
• Strong relationship-building and communication skills with internal and external clients.
• Ability to prioritize, multitask, and complete tasks within specified timelines.
• Ability to solve complex issues independently and collaboratively.
• 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 high-quality service and professionalism.
• Detail-oriented, organized, and dependable.
• Deep experience with Consumer Directed Health Benefits and regulations.

Nice To Haves

• College degree preferred.
• Experience or interest in Consumer Driven Healthcare (CDH) or adjacent industries.
• Interest in building and managing long-term client relationships.
• Eagerness to contribute to implementation processes for enterprise partners.
• Comfort with ambiguity and the evolving nature of a scaling startup.
• Curiosity and enthusiasm for learning new things.

Responsibilities

• Lead CDH benefit (HSA, FSA, HRA, etc.) implementation of employer onboarding for SMB and Mid-Market clients through strategic partners.
• Manage bulk HSA and Notional migrations, ensuring seamless transitions for employers.
• Collaborate on partner implementation projects to support the ongoing success of First Dollar’s platform.
• Build and maintain trusted-advisor relationships with partners and employers.
• Help partners maximize the value of the platform by understanding and advocating for their needs.
• Identify issues early, mitigate risks, and lead efforts to prevent churn.
• Represent the voice of the customer and provide internal feedback for product improvements.
• Lead ongoing status calls and develop strategies to improve client health and satisfaction.
• Adapt to changing responsibilities, potentially shifting toward a dedicated Customer Success or Implementation role as the business scales.
• Identify opportunities to improve internal processes and the overall client experience.
• Support onboarding and welcome calls for clients of host partners and tenants.

Benefits

• Broad exposure to customer success, implementation, and relationship management in a hands-on role.
• Opportunity to grow a career in Customer Success or Implementation Management based on business needs and the employee’s interests.
• Supportive and collaborative team committed to employee success.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed