Sr. Onboarding Specialist - SaaS (Remote)

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

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.

• 5 years of client service or relationship management experience in a fast-paced environment, including working with institutional advisors or managers
• Strong relationship and communication skills, applied to both internal and external clients
• Proven ability to prioritize, multi-task and complete tasks within specified timelines
• Ability to solve complex issues, both independently and in a collaborative team environment
• Ability to make timely and accurate decisions
• Strong follow-through and follow-up skills
• Proficiency with Microsoft Excel, Word (including mail merge) and Outlook
• Ability to maintain the highest quality of service and professionalism
• Detail-oriented, organized, and dependable
• Deep experience with Consumer Directed Health Benefits and regulations
• College Degree preferred

What We're Looking For

• Adaptability: Comfortable with ambiguity and the evolving nature of a scaling startup.
• Curiosity: A naturally curious person who thrives on learning new things.
• CDH Experience: Experience or interest in Consumer Driven Healthcare (CDH) or adjacent industries.
• Relationship Management: Interest in building and managing long-term client relationships.
• Implementation Interest: Eagerness to contribute to implementation processes for enterprise partners.

Why You'll Love Working Here

• Become part of a fast-growing company that's changing the future of healthcare benefits.
• Gain broad exposure to customer success, implementation, and relationship management in a hands-on role.
• Grow your career in either Customer Success or Implementation Management based on our business needs and your interests.
• Join a supportive and collaborative team committed to your success.