Sr. Onboarding Specialist

Inspira Financial Trust, LLC; Oak Brook (IL); Presencial; USD 70.000 - 100.000; Jornada completa

Descripción de la vacante

Inspira Financial Trust, LLC seeks a Senior Onboarding Specialist to support onboarding and welcome calls for clients of host partners/tenants, and to facilitate HSA and Notional migrations within a SaaS operating model.

The role focuses on employer onboarding, customer success, and change management as the company grows its SaaS customer base. The candidate should be curious, flexible, and ready to thrive in a fast-paced environment where change is common.

Formación

• Experience leading onboarding or implementation projects in a SaaS environment.
• Ability to manage relationships with partners and employers to maximize platform value.
• Experience driving change and process improvements during scaling.

Responsabilidades

• Lead employer onboarding for SMB and Mid-Market clients through partner networks.
• Build and maintain trusted advisor relationships with partners and employers, advocating for their needs.
• Identify opportunities to enhance internal processes and client experience as the company scales.

Conocimientos

SaaS onboarding

Customer success

Relationship management

Change management

Descripción del empleo

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.