Sr. Onboarding Specialist - SaaS (Remote)

Inspira Financial Trust, LLC in; Oak Brook (IL); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading company is seeking a Senior Onboarding Specialist to manage partner and employer onboarding processes through its SaaS model. The role involves relationship management, ensuring client success, and adapting to changing responsibilities as the business grows. Ideal candidates are curious and flexible, ready to thrive in a dynamic environment.

Qualifications

• Curious and flexible candidate ready to grow with the business.
• Eager to learn and thrive in a fast-paced environment.

Responsibilities

• Lead employer onboarding for SMB and Mid-Market clients.
• Build and maintain trusted advisor relationships.
• Continuously identify opportunities for process improvement.

Skills

Relationship Management

Change Management

Customer Success

Job description

Sr. Onboarding Specialist - SaaS (Remote) (Finance)

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!

Responsibilities:

1. 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.
2. 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.
3. 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.