Senior SaaS Onboarding & Implementation Lead

inspiracareers; Oak Brook (IL); Remote; USD 70,000 - 100,000; Full time

Job summary

Inspira is seeking a Senior Onboarding Specialist for our SaaS operating model to support partner and employer onboarding, manage platform partner relationships, and coordinate bulk HSA migrations. The ideal candidate is curious, flexible, and eager to grow with our expanding SaaS customer base, ready to thrive in a fast-paced environment where change management and ambiguity are part of the journey.

This role offers exposure to customer success, implementation, and relationship management

Qualifications

• 5 years of client service or relationship management experience in a fast-paced environment.
• Strong relationship and communication skills, applied to both internal and external clients.
• Proficiency with Microsoft Excel, Word (including mail merge) and Outlook.
• Detail-oriented, organized, and dependable with strong follow-through.

Responsibilities

• 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.
• 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.
• 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.

Skills

Client service

Relationship management

Prioritization

Multi-tasking

Problem solving

Decision making

Follow-through

MS Excel

MS Word

Outlook

Detail oriented

Organized

CDH knowledge

Education

College degree

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Inspira is seeking a Senior Onboarding Specialist for our SaaS operating model to support partner and employer onboarding, manage platform partner relationships, and coordinate bulk HSA migrations. The ideal candidate is curious, flexible, and eager to grow with our expanding SaaS customer base, ready to thrive in a fast-paced environment where change management and ambiguity are part of the journey.

This role offers exposure to customer success, implementation, and relationship management