Implementation 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. Serving more than 7 million clients and representing over $62 billion in assets, Inspira partners with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help the people they support plan, save, and invest for a brighter future. Through solutions including automatic rollover services, health savings accounts, emergency savings, and custody services, Inspira is focused on delivering better outcomes for all. Learn more at inspirafinancial.com .
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.
Our growth and culture haven't gone unnoticed; we've been recognized on Crain's Fast 50 and Inc. 5000 for remarkable growth, and named to Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer for our workplace culture and benefits.
Don't meet every single requirement? That's okay. We know growth comes from people who are willing to learn and challenge themselves, not just check every box. If you're energized and inspired by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, we want to hear from you. We look forward to receiving your application.
Our office locations are designed to bring people together, foster collaboration, and build meaningful connections. While some roles are aligned to a specific office location, work arrangements and role locations may change over time to support business and team needs. Relocation assistance is not provided, whether for the initial move or for future changes in work location or role.
Remote Eligibility: At the time of hire, candidates for remote positions must reside in one of the following states: AL, AZ, CT, DE, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, NC, NE, NJ, NV, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV.
Job Summary & Responsibilities
The Implementation Manager will report to the Sr. Manager, Client Management in the CDB Client Services Department. This role is responsible for providing focused service from pre-sale consultation through initial post-sale client administration fostering strong, long-term partnerships with clients and the consulting community. This role directs all aspects of client benefit plan installation for new and existing clients of Inspira's products and services and develops/executes an implementation strategy consistent with client expectations. Ultimately creating, managing and tracking detailed project plans and issue logs) outlining required actions, parties responsible and assigned target dates associated with the delivery of the services and projects.

• Act as the single point-of-contact for benefit plan implementation; mediate and coordinate resolution of all project deliverables and implementation related issues
• Ensure implementation strategy is administered in accordance with all performance guarantee arrangements.
• Partner with all key stakeholders (i.e., sales/service staff, consultants, plan sponsors, and other internal business units) to proactively identify and address critical implementation issues ensuring client expectations are consistently satisfied or exceeded
• Evaluate impact of client-requested exception and develop reasonable alternatives to satisfy client's needs while minimizing impact on systems and operations
• Identify, communicate and track cost sensitive items not included as part of the standard process
• Collaborate on review, analysis and development of recommendations for the design of complex account and benefit structures based on client's objectives and Inspira's systems, administration and reporting requirements
• Participate in client finalist meetings representing the capabilities of the organization's implementation services process
• Identify opportunities for cross sales and account rounding of additional Inspira products and services throughout the implementation process
• Other duties as assigned.

Preferred Qualifications
Education & Experience:

• 3-5 years of experience in project management
• Bachelor's Degree in Business, Communications, Finance or related field

Skills & Abilities:

• Excellent analytical skills with a proactive nature
• Strong organization skills with a drive to meet deadlines
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Excel, Word and Outlook
• Strong verbal and written communication skills
• An aptitude for prioritization and multi-tasking
• Strong collaboration skills
• A drive to learn and apply new concepts quickly
• Experience with Salesforce CRM preferred

Other Requirements:

• Infrequent travel (<10%)
  • Ability to provide personal transportation from time to time
• Prolonged periods of sitting at a desk and working on a computer

Compensation & Benefits
$57,000-$70,000 per year