Sr. Onboarding Specialist

Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Serving more than 7 million clients and representing over $62 billion in assets, Inspira partners with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help the people they support plan, save, and invest for a brighter future. Through solutions including automatic rollover services, health savings accounts, emergency savings, and custody services, Inspira is focused on delivering better outcomes for all. Learn more at inspirafinancial.com .
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Our growth and culture haven't gone unnoticed -- we've been recognized on Crain's Fast 50 and Inc. 5000 for remarkable growth, and named to Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer for our workplace culture and benefits.
Don't meet every single requirement? That's okay. We know growth comes from people who are willing to learn and challenge themselves, not just check every box. If you're energized and inspired by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, we want to hear from you. We look forward to receiving your application.
Our office locations are designed to bring people together, foster collaboration, and build meaningful connections. While some roles are based at one of our office locations, remote status and role locations are subject to change, and relocation is not provided.
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
$75,700-$90,000 per year