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.
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.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
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? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
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 Implementation Manager will report to the Sr. Manager, Client Management in the CDB Client Services Department. This role is responsible for providing focused service from pre-sale consultation through initial post-sale client administration fostering strong, long-term partnerships with clients and the consulting community. This role directs all aspects of client benefit plan installation for new and existing clients of Inspira's products and services and develops/executes an implementation strategy consistent with client expectations. Ultimately creating, managing and tracking detailed project plans and issue logs) outlining required actions, parties responsible and assigned target dates associated with the delivery of the services and projects.
- Act as the single point-of-contact for benefit plan implementation; mediate and coordinate resolution of all project deliverables and implementation related issues
- Ensure implementation strategy is administered in accordance with all performance guarantee arrangements.
- Partner with all key stakeholders (i.e., sales/service staff, consultants, plan sponsors, and other internal business units) to proactively identify and address critical implementation issues ensuring client expectations are consistently satisfied or exceeded
- Evaluate impact of client-requested exception and develop reasonable alternatives to satisfy client's needs while minimizing impact on systems and operations
- Identify, communicate and track cost sensitive items not included as part of the standard process
- Collaborate on review, analysis and development of recommendations for the design of complex account and benefit structures based on client's objectives and Inspira's systems, administration and reporting requirements
- Participate in client finalist meetings representing the capabilities of the organization's implementation services process
- Identify opportunities for cross sales and account rounding of additional Inspira products and services throughout the implementation process
- Other duties as assigned.
Please note that this assignment is temporary and will run from September through mid-February.
Preferred Qualifications
Education & Experience:
- 3-5 years of experience in project management
- Bachelor's Degree in Business, Communications, Finance or related field
Skills & Abilities:
- Excellent analytical skills with a proactive nature
- Strong organization skills with a drive to meet deadlines
- An affinity for accuracy and efficiency
- Proficiency in Microsoft Excel, Word and Outlook
- Strong verbal and written communication skills
- An aptitude for prioritization and multi-tasking
- Strong collaboration skills
- A drive to learn and apply new concepts quickly
- Experience with Salesforce CRM preferred
Other Requirements:
- Infrequent travel (<10>
- Ability to provide personal transportation from time to time
Compensation & Benefits
$35.00/hr
Skills Required
- 3-5 years of experience in project management
- Bachelor's Degree in Business, Communications, Finance or related field
- Proficiency in Microsoft Excel, Word and Outlook
- Excellent analytical skills and proactive nature
- Strong organization skills and ability to meet deadlines
- Affinity for accuracy and efficiency
- Strong verbal and written communication skills
- Aptitude for prioritization and multi-tasking
- Strong collaboration skills
- Experience with Salesforce CRM
- Infrequent travel (under 10%)
- Ability to provide personal transportation from time to time
Inspira Financial Compensation & Benefits Highlights
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Retirement Support — 401(k) with a stated “generous” company match and strong satisfaction with retirement programs stand out, and savings tools like HSAs/FSAs complement long‑term planning. Feedback suggests this area is a relative strength compared with other benefit components.
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Leave & Time Off Breadth — Substantial PTO, 10 paid holidays, volunteer time off, and paid parental leave are highlighted across company materials. Feedback suggests time‑off offerings are a notable plus for work‑life balance.
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Wellbeing & Lifestyle Benefits — Offerings include a mindfulness app subscription, pet insurance, and remote‑work flexibility, with some on‑site perks like a fitness center. Feedback suggests these extras add meaningful breadth beyond core insurance.
Inspira Financial Insights
What We Do
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.
Why Work With Us
Inspira Financial is a leading financial services company offering specialized financial wellness solutions to employers, institutions, advisors, and individuals.
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