Health & Benefits - Project Manager (Remote)

Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.
Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
This role is responsible for partnering with internal stakeholders to design and execute Inspira's efforts to simplify and optimize customer experiences. The purpose of this role is to equip client-facing teams with the tools, resources, training, and insights they need to build strong client relationships, drive engagement, and optimize the way we work. This role bridges the gap between client needs and internal capabilities, focusing on delivering solutions that drive value, growth, and retention.
The ideal candidate will be strategic and innovative, with a disciplined approach to problem-solving and a strong intellectual curiosity. This role will ensure a structured, data driven approach towards process improvements, technology enablement activities and account management excellence. They must also be an effective communicator and collaborator with an ability to influence peers and cross functional teams.

• Drive and deliver strategic initiatives end-to-end by leading solution design, overseeing implementation timelines, and measuring outcomes to ensure alignment with project goals and timeframes.
• Serve as a catalyst for change, driving transformation initiatives that support project execution while ensuring seamless adoption of new processes, systems, and technologies.
• Partner with sales, marketing, operations, and customer success teams to align enablement strategies with business goals.
• Collaborate with Account Managers to gather insights and feedback on opportunities for improvement.
• Identify and implement process improvements that drive efficiency and enable Account Management to prioritize relationship building over operational tasks.
• Support the implementation and optimization of CRM systems and enablement tools to enhance client engagement and team effectiveness.
• Develop and deliver training programs, onboarding resources, and best practice guidelines to promote consistency and excellence in client engagement.
• Support the integration of acquisitions by aligning processes, systems, and teams to ensure a seamless transition and consistent client experience.
• Proactively identify and address risks and issues related to project delivery by developing effective mitigation strategies and ensuring timely resolution.
• Develop and deliver comprehensive project/initiatives related to outputs such as presentations and reports to relevant stakeholders.
• Identify inefficiencies in client engagement workflows and collaborate with internal stakeholders to recommend and implement solutions that enhance productivity, streamline processes, and improve client satisfaction.
• Ability to manage multiple projects simultaneously and prioritize tasks effectively.
• Other duties as assigned.

Preferred Qualifications
Education & Experience:

• Minimum of 5 years in project management, client management, or a related field, with a strong background in managing cross-functional teams and programs
• Bachelor's degree or equivalent

Skills & Abilities:

• Experience with finance, retirement, wealth management, healthcare and benefits industries
• Experience with various technologies including Salesforce, Tableau, and SharePoint
• Strong analytical skills and proficiency in data analysis tools (e.g., MS Office, including Excel and Visio)
• Experience in change management, stakeholder management, and influencing people without authority
• Must be a strategic, innovative, and creative thinker with a solid analytic foundation
• Proven ability to work in ambiguity
• Strong communication, facilitation, and interpersonal skills to connect and engage with all levels of staff, management, and senior leadership
• Ability to influence stakeholders to drive transformative changes
• Willingness to learn, adapt, and promote new processes and methodologies
• Ability to work with minimal direction, and flexibility to adapt to shifting priorities and schedules
• Ability to handle multiple issues simultaneously and manage stressful situations
• A drive to learn and apply new concepts quickly
• Highly motivated to take ownership and drive initiatives with minimal direction

Other Requirements:

• Infrequent travel
• Occasionally lifts up to 25 pounds
• Prolonged periods of sitting at a desk and working on a computer

Compensation & Benefits
$87,000-$103,000 per year