SaaS Onboarding & Implementation Lead

Accruit; Oak Brook (IL); On-site; USD 76,000 - 90,000; Full time

Job summary

Inspira Financial seeks a Senior Onboarding Specialist - SaaS to support partner and employer onboarding through our SaaS Operating model. You will manage relationships with Platform Partners/Tenants, support onboarding calls for host partner clients, and facilitate bulk HSA migrations while collaborating with the team for successful implementations.

The ideal candidate is curious, flexible, and ready to grow with a fast-paced SaaS business as we expand our customer base.

Qualifications

• 5+ years of client service or relationship management in a fast-paced environment.
• Strong relationship and communication skills for internal and external clients.
• Proficiency with Microsoft Excel, Word and Outlook.
• Deep experience with Consumer Directed Health Benefits (CDH) and regulations preferred.

Responsibilities

• Lead employer onboarding and implementation for SMB and Mid-Market clients through strategic partners.
• Manage bulk HSA and Notional migrations to ensure smooth transitions for employers.
• Collaborate on partner implementation projects and contribute to platform success.

Skills

Client service

Relationship management

Communication skills

Education

Bachelor's degree

Tools

MS Excel

Outlook

Word

Job description

Inspira Financial seeks a Senior Onboarding Specialist - SaaS to support partner and employer onboarding through our SaaS Operating model. You will manage relationships with Platform Partners/Tenants, support onboarding calls for host partner clients, and facilitate bulk HSA migrations while collaborating with the team for successful implementations.

The ideal candidate is curious, flexible, and ready to grow with a fast-paced SaaS business as we expand our customer base.