Health & Benefits - Project Manager (Remote)

• 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.

• 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

• 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.

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

What We Do

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.

Why Work With Us

Inspira Financial is a leading financial services company offering specialized financial wellness solutions to employers institutions advisors and individuals.

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