Health & Benefits - Project Manager (Remote)

Health & Benefits

• Project Manager (Remote) Inspira Financial Trust, LLC
• 3.2 Oak Brook, IL Job Details $87,000
• $103,000 a year 1 day ago Benefits Health savings account Paid holidays Health insurance 401(k) Paid time off Parental leave Employee assistance program Qualifications Project reporting Wealth management Data visualization software proficiency Customer relationship building Process improvement Project timeline management Visio Client relationship development Risk mitigation strategy implementation Improving operational efficiency Microsoft Office Tableau Change management Salesforce Cloud Analysis skills Bachelor's degree Task prioritization Customer relationship management SharePoint Developing new training programs CRM system proficiency Training & development Senior level Cross-functional collaboration Account management Post-merger integration Cross-functional team management Communication skills Project stakeholder communication Stakeholder relationship building Cross-functional communication Training delivery Excel data analysis Stakeholder management Full Job Description 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.

Requirements:

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

Req Benefits:

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Compensation:

$87,000

• 103,000 per year

Additional Details :

Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey

• relentlessly pursuing better outcomes for all.

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? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company! 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.