Is the Health & Benefits - Onboarding Specialist - SaaS (Remote) position at Inspira Financial fully remote?

Yes, this Health & Benefits - Onboarding Specialist - SaaS (Remote) position at Inspira Financial is a remote position. The role is available for candidates in United States.

Is this a full-time or part-time Health & Benefits - Onboarding Specialist - SaaS (Remote) role?

This is a full-time Health & Benefits - Onboarding Specialist - SaaS (Remote) position at Inspira Financial.

What benefits does Inspira Financial offer for this position?

Inspira Financial offers the following benefits: 401k Matching, Health Insurance, Paid Time Off, Remote Work.

How do I apply for the Health & Benefits - Onboarding Specialist - SaaS (Remote) position at Inspira Financial?

You can apply for this Health & Benefits - Onboarding Specialist - SaaS (Remote) position by clicking the "Apply Now" button on this page, which will take you to Inspira Financial's application portal.

Remote Opportunity

Health & Benefits - Onboarding Specialist - SaaS (Remote)

Q: What are the main requirements for the Health & Benefits - Onboarding Specialist - SaaS (Remote) role?

Key requirements include: Support the implementation of CDH benefits (HSA, FSA, HRA, etc.) for SMB and Mid-Market clients via strategic partners., Coordinate bulk HSA and Notional migrations and ensure a seamless employer transition., Contribute to partner implementation projects and cross-functional execution., and more.

Join Inspira Financial as a mid professional working remotely from United States. Explore the role, benefits, and apply in one place.

Health & Benefits - Onboarding Specialist - SaaS (Remote)

Inspira Financial

Full Time

$80,000 - $140,000*

7 months ago

The Onboarding Specialist supports partner and employer onboarding through our SaaS operating model. This role will be facilitating welcome calls, coordinating bulk HSA/Notional migrations, and collaborating cross-functionally to ensure successful implementations and smooth client transitions as we…

United States

Finance

Mid

SaaS

APIs

SSO

+5 more

Job Description

You will lead day-to-day client engagement and manage onboarding milestones while partnering with the Sr. Onboarding Specialist for execution of the onboarding work. Together, you’ll translate business goals into solution designs and system configuration, align integrations and security requirements, and drive operational readiness. Success is measured by on-time go-lives, technical quality, time-to-value, and customer outcomes (CSAT/NPS).

Duties & Responsibilities:

· Support the implementation of CDH benefits (HSA, FSA, HRA, etc.) for SMB and Mid-Market clients via strategic partners.

· Coordinate bulk HSA and Notional migrations and ensure a seamless employer transition.

· Contribute to partner implementation projects and cross-functional execution.

· Collaborate with Sr. Onboarding Specialist and Technical team to translate business goals into scalable, secure solution designs and reference architectures.

· Assess integration needs (APIs, SSO, webhooks, EDI integrations, STFP), and data mapping, capture client success criteria and onboarding scope.

· Coordinate Partner administration and configuration touchpoints, ensuring they follow best practices.

· Partner on integrations and data migration activities (mapping, transformation, quality checks); maintain issue logs and dependencies.

· Support test strategy and UAT readiness aligned to onboarding milestones and client success criteria.

· Assist with defect triage and resolution during testing phases; communicate status and risks to stakeholders.

· Execute client-facing components of cutover and go-live under the Sr. Onboarding Specialist’s launch plan; facilitate runbook walk-throughs and contingency/backout planning.

· Coordinate hyper-care, adoption enablement, and operational handoff to Customer Success/Support.

· Build and maintain trusted-advisor relationships with partners and employers; ensure they realize value from our platform.

· Mitigate risks and prevent churn by identifying issues early and leading mitigation efforts; act as voice of the customer to provide product feedback.

· Support ongoing status calls and drive strategies that improve client health and satisfaction.

· Adapt as responsibilities evolve with scale; contribute to continuous improvement of onboarding processes and overall client experience.

· Produce and maintain onboarding documentation and artifacts (diagrams, runbooks, interface specs) to support operational readiness and handoff.

Qualifications

Education & Experience:

· Bachelor’s Degree preferred or equivalent experience.

· 2–4 years of client service, onboarding, or SaaS implementation experience (benefits administration experience a plus).

· Strong relationship and communication skills with internal and external clients.

· Proven ability to prioritize, multi-task, and complete tasks within specified timelines.

· Ability to solve complex issues independently and in a collaborative team environment; timely and accurate decision-making.

· Strong follow-through and follow-up skills.

· Proficiency with Microsoft Office Suite, Google Suite, Jira/Confluence.

· Detail-oriented, organized, and dependable.

· Exposure to modern SaaS architectures and integration patterns (multi-tenant, APIs, SSO, webhooks, EDI integrations, STFP), and data mapping.

· Familiarity with Consumer Directed Health Benefits and related regulations.

Skills & Abilities:

· Adaptability: Comfortable with ambiguity and the evolving nature of a scaling environment.

· Curiosity: Naturally curious and thrives on learning new things.

· CDH Interest/Experience: Interest or experience in Consumer Driven Healthcare or adjacent industries.

· Relationship Management: Motivation to build and manage long-term client relationships.

· Implementation Interest: Eagerness to contribute to implementation processes for enterprise partners.

Other Requirements:

· Business travel (up to 5% annually)

· Video meetings, as needed

· Ability to work overtime as needed to successfully manage the department

· Prolonged periods of sitting at a desk, talking during meetings, and working on a computer

Requirements

Support the implementation of CDH benefits (HSA, FSA, HRA, etc.) for SMB and Mid-Market clients via strategic partners.
Coordinate bulk HSA and Notional migrations and ensure a seamless employer transition.
Contribute to partner implementation projects and cross-functional execution.
Collaborate with Sr. Onboarding Specialist and Technical team to translate business goals into scalable, secure solution designs and reference architectures.
Assess integration needs (APIs, SSO, webhooks, EDI integrations, STFP), and data mapping, capture client success criteria and onboarding scope.

Benefits

401k Matching
Health Insurance
Paid Time Off
Remote Work

Skills

SaaS

APIs

SSO

Webhooks

HSA

FSA

HRA

EDI integrations

About AI-Estimated Salary

The salary range shown was not provided by the employer. Our AI has estimated it based on the job title, required experience, location, and industry standards (confidence: 80%). This estimate should be used as a general guide only and may not reflect the actual compensation. Always confirm salary details directly with the employer during the application process.

Ready to Apply?

Join Inspira Financial today

Salary Range (AI-Estimated)*

$80,000 - $140,000

80% confidence

Posted 7 months ago

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