Inspira Financial

Oversee enterprise data exchange processes, develop strategies for modernization and automation, and lead teams responsible for secure, reliable data transfer. | Requires 10-15+ years in data interchange, managed file transfer, or similar leadership roles, with deep knowledge of data standards and proven experience in scaling and modernizing legacy systems. | The Sr. Director of Data Interchange & File Management is a strategic and operational leader responsible for designing, governing, and optimizing all enterprise data-exchange processes, including file ingestion, transformation, routing, delivery, and monitoring. This role oversees the teams, technologies, and standards that enable secure, scalable, and reliable movement of data between the organization and external/internal partners. The Sr. Director sets the roadmap for modernization, automation, and operational excellence across data interchange platforms and file-based integrations. Duties & Responsibilities: * Develop and own the long-term strategy for enterprise data interchange, file operations, and integration frameworks, including modernization, automation, and cloud-forward capabilities. * Establish enterprise standards, policies, and architectures for secure data exchange, interoperability, data quality, and schema/format governance. * Oversee all inbound and outbound file workflows—processing, ETL/ELT, exception management, monitoring, and partner onboarding—to ensure accuracy, SLA adherence, and operational visibility. * Lead incident management and rapid-response processes to mitigate integration or file delivery failures. * Collaborate on integration platform strategy (SFTP, APIs, EDI, MFT, batch) and partner with architecture, security, and infrastructure teams to improve reliability, resiliency, scalability, and observability. * Champion tools and capabilities that enhance data management, file lineage, operational intelligence, and automation. * Ensure full compliance with regulatory, contractual, and security requirements; maintain audit readiness, internal controls, and risk management frameworks. * Serve as the senior escalation point for critical integrations and collaborate cross-functionally with Product, Engineering, IT, Finance, Compliance, Operations, and client-facing teams to resolve systemic issues and prioritize improvements. * Provide strategic direction for partner onboarding to improve time-to-integration, reduce friction, and strengthen external relationships. * Develop and execute a workforce strategy including staffing, capability development, succession planning, and career progression. * Manage budgets, vendor and service provider relationships, and resource allocation to optimize cost efficiency and performance. * Drive process improvements, digital transformation, and automation initiatives to enhance productivity, reduce errors, and advance operational maturity. * Define, monitor, and report KPIs and SLAs to measure performance, generate insights, and support strategic decision-making. * Lead organizational change initiatives with clear communication, training, and stakeholder alignment to support adoption and operational transitions. * Oversee development and maintenance of policies, procedures, internal controls, and audit documentation. * Perform other duties as assigned. Managerial Responsibilities: * Lead and develop diverse, geographically dispersed operational teams; foster a high-performance culture focused on accountability, innovation, coaching, and continuous improvement. * Provides strategic direction and leadership to team members, fostering a positive and inclusive corporate culture. * Manages the full lifecycle of talent acquisition, including recruiting, interviewing, hiring, and onboarding new employees. * Oversee daily departmental operations, ensuring efficiency and alignment with organizational goals. * Delivers timely and constructive performance feedback, supporting employee development, and continuous improvement. * Model organizational values, cultivate a positive work environment, and recognize and reward strong performance. Qualifications * 10–15+ years of experience in data interchange, Managed File Transfer (MFT), integration engineering, or file-based operations leadership. * Strong background in enterprise data movement technologies (SFTP, AS2, MFT suites, ETL/ELT tools, API gateways). * Proven experience leading large teams responsible for 24/7 mission-critical operations. * Deep knowledge of data formats and standards (CSV, XML, JSON, EDI, HL7, proprietary schemas). * Demonstrated ability to modernize legacy data exchange environments and build scalable, automated solutions. * Strong operational mindset with expertise in SLAs, KPIs, observability, and incident management. * Excellent communication skills for executive-level reporting and cross-functional alignment. Skills & Abilities: * Strategic thinker with strong technical and operational execution skills. * Exceptional leadership and team-building abilities. * Expertise in change management with the ability to inspire and engage employees through transformation. * Demonstrate the highest degree of honesty and integrity * Strong financial and analytical skills to manage budgets and drive cost efficiency. * Excellent communication and collaboration skills across executive, staff, and external stakeholders. * High degree of adaptability and resilience in a dynamic, fast-paced environment. * Clear ability to develop and monitor efficient, timely, and accurate processes.

Manage client accounts, provide onboarding and support, and facilitate issue resolution to ensure customer satisfaction. | Associate’s degree or higher, experience with consumer benefits or customer service, proficiency with Microsoft Office and Salesforce preferred. | The Account Manager I position is responsible to deliver dedicated service to our value level clients and partners by forging solid, long lasting business relationships. The Account Manager I role serves as the primary point of contact and adds customer value by responding to the client/partner needs and ensuring customer satisfaction by providing support and assistance with issue resolution, navigating and collaborating internally as needed to deliver a timely result.   Essential Job Duties and Responsibilities: · Deliver service to clients and partners leveraging knowledge of Consumer Directed Benefits · Provide onboarding support for new clients to ensure a positive “Go Live” experience · Serve as a liaison and coordinate internally to drive resolution for clients and partners · Represent the voice of the customer by advocating for system enhancements, process change and product enhancements · Deliver training and support to clients to ensure they are equipped to handle various aspects of plan administration · Educate clients and partners and recommend solutions to enhance their experience · Monitor account activity and alert clients and partners, as needed · Facilitate corrections to participant enrollment records, as needed · Establish rapport and build solid relationships with clients and partners · Initiate Salesforce cases and monitor to drive timely problem resolution for clients and participants · Maintain Salesforce records, including case management and overall system hygiene ensuring data accuracy · Continuously expand knowledge and experience with Consumer Directed Benefits · Stay abreast of regulatory changes and communicate with clients/partners as appropriate   The typical schedule for this position is Monday to Friday, from 8 a.m. to 5 p.m. CT, with 10% to 15% nationwide travel. Qualifications Education and Experience: Associate’s degree. Bachelor’s Degree preferred with a minimum of one-year third party benefit administration experience including Consumer Directed Benefits, administration, or the equivalent combination of education and experience will be considered.   Accountabilities: · Manage case resolution time and case volume/severity at the client level · Continuously improve client feedback scores · Consistently operate within Inspira's service metrics that meet or exceed client retention goals   Knowledge, Skills, and Abilities: · Knowledge and experience with Consumer Direct Benefits · Demonstrated strength in customer service delivery · High energy, positive outlook, accountable, transparency, and integrity. · Strong analytical, critical thinking, and problem-solving skills · Ability to foster an atmosphere of teamwork within and between departments · Excellent overall communication skills with the ability to successfully command conversations and deliver presentations · Ability to maintain confidentiality of records and information · Strong organizational skills including the ability to manage multiple projects and details simultaneously · Thorough attention to detail and accuracy of work · Experience operating typical desktop hardware and software including Consumer Directed Benefits and proficiency with Microsoft’s Office 365 core applications (Word, Excel, Power Point, Outlook, and Teams) · Experience with Salesforce and applications desired but not required

Support engineering and operations by troubleshooting technical issues, monitoring system health, and collaborating across teams. | Requires 0-2 years of experience, proficiency in Node.js, TypeScript, React, Git, and database management, with practical AI experience. | We are seeking a talented Support  Software  Engineer to join our growing team. Our engineering team plays a critical role in ensuring the reliability and efficiency of our systems, which in turn drives customer delight. The Support Engineer role will help us maintain operational excellence.       This role is an excellent opportunity for someone looking to gain hands-on technical experience while working across multiple teams. You will be at the intersection of engineering, operations, and customer success, helping to diagnose issues, triage requests, execute data corrections, and ensure our systems run smoothly.      This role supports critical health benefits infrastructure such as HSA administration, banking integrations, and regulatory compliance. You'll work directly with production data involving real money movement, tax reporting, and multi-bank operations.     At First Dollar, we believe in empowering engineers to build a smarter health benefits platform - one where human expertise is amplified, not replaced, by AI tools. We seek engineers who have demonstrated experience using AI responsibly to accelerate their development workflow, improve code quality, and solve complex problems more efficiently.     Our engineering team is built on the principles of humans over code. We are a tight-knit group of lifelong learners in a constant quest to be a team that is greater than the sum of its parts. Come join us!             * Duties & Responsibilities:    * Support Engineering and Operations   * Respond to internal support requests from various teams and assist in troubleshooting and fixing technical issues such as executing data corrections, processing trustee-to-trustee transfers and settlements, and overseeing money movement and remediation efforts.   * Conduct initial investigation and debugging of reported problems, escalating when necessary   * Leverage and contribute to internal documentation and runbooks to resolve technical issues independently   * Identify and route unresolved issues to the appropriate engineering or product teams for further action  * Leverage AI as a tool, not a replacement - Candidates are expected to understand that AI is a power productivity multiplier while maintaining engineering judgment, and ensuring AI generated code meets quality standards  * System Monitoring and Incident Triage   * Monitor operational dashboards, error logs, and alerting systems to ensure system health and performance and address ongoing technical issues.   * Identify and escalate any anomalies or critical system alerts that require immediate attention   * Monitor error reports, and logs and operational dashboards to help diagnose and address ongoing technical issues   * Ensure that critical alerts and operational failures are addressed by the relevant teams   * Conduct root cause analysis on reported problems and document findings   * Cross-Team Collaboration and Learning   * Partner with engineering, product, treasury and operations teams to refine internal troubleshooting processes   * Continuously develop a deeper understanding of internal systems and tools such as HSA regulations, banking integrations, and investments.   * Document troubleshooting procedures findings and contribute to knowledge-sharing efforts   * Identify patterns in support requests that could inform product or engineering improvements   * Actively participate in team discussions and process improvements  * Other duties as assigned  Qualifications Education & Experience:  * 0-2 years of experience in software engineering role    * Strong analytical and problem-solving skills  * Practical AI experience required - Comfortable using tools such as Claude Code, GitHub Copilot, ChatGPT for prototyping, debugging, and problem-solving  * Bachelor’s degree in computer science or equivalent experience      Technical Proficiency and Skills:  Required Skills:  Working understanding of    * Node.js   * TypeScript and React    * Git Version Control System    * Database (e.g. Postgres SQL)  * Cloud Platform (e.g. GCP)  * Excellent communication and teamwork skills    * Great attention to detail and organizational skills    * Willingness to learn and adapt in a fast-paced environment  Preferred Skills:  * Familiarity with observability tools (Data Dog or similar)  * Understanding of GraphQL  * Experience with writing and maintaining technical documentation  * Experience with banking/payment APIs such as Plaid (or similar)   * Experience with Google BigQuery or similar data warehousing tool  * Strong sense of ownership and follow-through  * Prior experience in a customer support or technical troubleshooting role    Other Requirements:   * Infrequent travel (10%)   * Ability to occasionally work overtime or after hours   * Prolonged periods of sitting at a desk and working on a computer

Manage and develop a team of support managers to enhance client retention and service quality in a financial services environment. | Extensive experience in financial services leadership, strong knowledge of investing, IRAs, and client service management, with excellent communication and analytical skills. | The Sr. Manager, H&B Support will report to the Director, or Sr. Director in the H&B Support Department. This role is responsible for ensuring an elevated level of service to individual and automatic rollover account holders who are saving and investing for retirement and improving the overall retention of accountholders. The incumbent will have demonstrated experience leading a team(s) of H&B Support Managers, promoting exceptional service delivery and client success, as well as extensive knowledge about Inspira Financial, investing and asset types including traditional, Roth and alternative assets. The role’s primary responsibility is to manage a team of H&B Support Managers to provide the highest level of service and encourage their teams to work with investors to remain accountholders of Inspira Financial. The incumbent will be expected to promote Inspira Financial services, as well as promote teamwork and a positive working environment. The Senior Manager will typically manage 1-3 H&B Support Managers. Duties & Responsibilities: * Oversee the operations and performance of the H&B/R&W Support teams, encouraging accountholder retention and investment at Inspira Financial * Define strategy and service level agreements (SLAs) to align with overall Company and department initiatives and ensure all KPI’s are met. * Guide, coach, and develop the leadership teams to reach performance and retention goals; * Lead team structure design, compensation, headcount planning, recruiting, and promotion process. * Optimize, develop, and implement strategies to deliver the highest level of service. * Measure and continuously improve customer retention. * Monitor and analyze data to meet service level and retention goals. * Manage escalated service issues and implement new processes to avoid future occurrences. * Work cross-functionally with various individuals at all levels of the business, both internally and externally, to maximize service. * Other responsibilities as assigned. Management Responsibilities: * Responsible for collaborating with the Talent and Acquisition team to recruit and hire new leaders. * Provide constructive and timely feedback to leaders, including conducting mid-year and annual performance reviews. * Track and monitor to ensure all Compliance Training courses are completed timely * Collaborate with HR on any performance related issues related to performance improvement plans. Ensure documentation is detailed, clear, and concise. Qualifications Education & Experience: * 7-10 years of experience in financial services preferred with at least 3 years of experience in leadership * Bachelor's Degree and/or 5-7 years Financial Services or Client Servicing experience. Skills & Abilities: * Client-driven to deliver exceptional service * Ability to promote products and services with a goal of retaining customers. * Strong leadership skills with the ability to motivate and inspire a team to achieve retention goals. * Excellent communication and interpersonal skills with the ability to drive change. * Ability to solve complex issues, both independently and in a collaborative team environment. * Excellent analytical skills with a proactive nature. * Strong organization/collaborative skills with a drive to meet deadlines. * An aptitude for prioritization and multi-tasking. * A drive to learn and apply new concepts quickly. * Possess an elevated level of knowledge of investing and various asset types. * Possess an elevated level of knowledge regarding IRAs and applicable IRS code. * Action oriented - should be motivated by challenging opportunities and thrive in fast paced environment. * Elevated level of composure - must be cool under pressure and in challenging situations and respond in a patient and professional manner. * Operate efficiently with a high degree of accuracy. * Consistent, sound decision making capabilities. * Elevated level of ethics and values - must act in accordance with Inspira mission, vision, and values. * Ability to solve complex issues, both independently and in a collaborative team environment. * Experience with Salesforce CRM a plus Other Requirements: * Infrequent travel 10% * Prolonged periods of sitting at a desk and working on a computer

Design and deliver learner-centered training programs, assess training effectiveness, and collaborate with stakeholders to identify skill gaps. | Requires 3-5 years in training or instructional design, proficiency in content creation tools, and strong facilitation skills, with a preference for bilingual proficiency. | The Training Lead is a strategic learning partner responsible for delivering high-impact training experiences and developing best-in-class learning programs. This role combines expert facilitation skills with strong instructional design capabilities to support new hire onboarding, continuous development, and performance improvement across teams. This role leads the design and delivery of learner-centered programs aligned to business objectives, using data-driven insights and proven learning methodologies. They also collaborate with cross-functional stakeholders to identify skill gaps, recommend targeted interventions, and help drive operational excellence. * Deliver engaging, inclusive training sessions across onboarding, upskilling, and refresher programs using best practices in adult learning and facilitation. * Design and develop training materials (e.g., guides, decks, videos, eLearning) using structured to enhance knowledge retention and application. * Conduct needs assessments and performance analysis in collaboration with leaders to identify gaps and recommend targeted training solutions. * Maintain and update all training documentation, including SOPs, job aids, and process maps, ensuring accessibility and version control. * Collaborate with internal teams on UAT testing, tool rollouts, and process changes by providing feedback and enabling just-in-time training. * Evaluate training effectiveness using feedback, assessments, and key performance indicators; iterate programs based on learner and business input. * Mentor facilitators and model best practices in training delivery and learner engagement. * Support operations during high-volume periods by assisting with escalated calls and integrating real-time insights into training improvements. * Promote a culture of learning that is inclusive, performance-focused, and aligned with company values. * Contribute to other strategic initiatives and department-wide projects as assigned. Qualifications EDUCATION & EXPERIENCE * Bachelor’s degree in Instructional Design, Education, Business, or related field preferred * 3–5 years of experience in training, instructional design, or learning and development. * Professional certification in instructional design or training (e.g., CISP) preferred. SKILLS & ABILITIES FACILITATION & COMMUNICATION * Exceptional facilitation skills with the ability to lead dynamic, learner-centered sessions across in-person, virtual, and hybrid environments. * Clear, engaging communicator with strong verbal and written communication skills. INSTRUCTIONAL DESIGN & LEARNING SCIENCE * Deep understanding of adult learning theory, instructional frameworks (ADDIE, Bloom’s), and learner engagement strategies. * Demonstrated experience designing inclusive, effective learning content. CLIENT SERVICE & RELATIONSHIP MANAGEMENT * Builds trust and rapport with internal and external stakeholders. * Maintains professionalism and a client-focused mindset in all interactions. CRITICAL THINKING & PROBLEM SOLVING * Applies sound judgment, analytical thinking, and creative solutions to training challenges. * Manages competing priorities in fast-paced environments. ORGANIZATION & RELIABILITY * Highly organized, dependable, and detail-oriented with excellent time management skills. * Follows through on commitments and adapts well under pressure. TECHNICAL PROFICIENCY * Proficient in Microsoft Office Suite (Excel, PowerPoint, Outlook, etc.). * Skilled in content creation tools such as Articulate Rise/Storyline, Camtasia, and Canva. * Working knowledge of Salesforce, Service Cloud, and InContact preferred. COLLABORATION & TEAMWORK * Contributes to a positive, high-performing team culture. * Mentors peers and supports knowledge sharing across teams. CONTINUOUS LEARNING & INNOVATION * Proactively explores new training methods, technologies, and tools to enhance learning experiences. * Demonstrates adaptability in evolving training environments. INDUSTRY & PLATFORM KNOWLEDGE * Familiarity with trust accounting systems is a plus. * Bilingual language proficiency preferred. ADDITIONAL REQUIREMENTS * Primarily computer-based role; may require extended periods of screen time. * Occasional lifting of training materials up to 25 lbs. * Flexibility to work overtime during program launches or peak periods.

Lead and develop marketing teams to execute strategic marketing initiatives supporting business growth, brand awareness, and client engagement. | Extensive experience in marketing leadership, data-driven decision-making, and expertise in acquisition, sales enablement, and marketing technology. | The Senior Director of Business Marketing will lead product and segment marketing teams to drive strategic marketing initiatives to meet revenue and client diversification goals. Serving as a member of the Marketing Leadership team, this role requires a visionary leader with a deep understanding of market dynamics, customer needs, competitive landscape, and product offerings and positioning strategies. This individual will lead a team responsible for the development and execution of multi-channel marketing programs that build brand position, drive demand generation, client engagement and retention, product marketing, and sales enablement. This leader will be instrumental in building brand awareness and engagement with health plans, benefit advisors, employers, and financial institutions. The ideal candidate has experience in acquisition and channel marketing in the financial services industry, keeps up with marketing technology changes, is passionate about data, and likes working in a collaborative, fast paced environment and is focused on driving business results. The Sr. Director will be responsible for developing the goals, metrics, and execution plan for their function and delivering timely results, developing and meeting their approved budget plan. Core Responsibilities: * Leadership & Management: Build a business marketing team, including recruiting, hiring, and managing staff. Provide leadership, mentorship, and direction to the product and segment marketing teams. Foster a collaborative and high-performance culture, mentoring others to grow their skills and deliver outcomes. * Strategic Planning: Guide the team in developing and implementing marketing strategies that support business objectives, including market segmentation, product positioning, competitive intelligence, and go-to-market plans in collaboration with sales, account management, and growth leaders. * Market Analysis: Guide the team in conducting thorough market research and analysis to identify trends, opportunities, and competitive threats. Use insights to inform marketing strategies and tactics, as well as key performance metrics. * Product Marketing: Oversee the development and execution of product marketing plans, including product commercialization and launches, messaging, and promotional activities. * Segment Marketing: Oversee segment marketing efforts to target specific customer groups, ensuring tailored marketing campaigns that resonate with each segment and respective buying committees. * Stakeholder Communications: Work closely across marketing and with sales, product development, and other departments to ensure alignment and integration of marketing efforts. Represent the marketing team in Business Councils and with Sr. Leadership. * Sales Enablement: Ensure delivery of effective selling materials such as presentation decks, cutsheets, landing pages, videos, emails, and field events. * Brand Management: Ensure consistent brand messaging and positioning across all marketing channels. Enhance brand awareness and reputation. * Performance Metrics: Establish and monitor key performance indicators (KPIs) to measure the effectiveness of marketing initiatives. Adjust strategies as needed to achieve desired outcomes. * Budget Management: Manage marketing budgets effectively, ensuring optimal allocation of resources to achieve marketing goals. * Innovation & AI: Stay abreast of industry trends and emerging technologies, including AI both for accomplishing work and in the evolving positioning of the product and platform offerings. Implement innovative marketing techniques to stay ahead of the competition. Supervisory Responsibilities: * Recruits, interviews, hires, and trains new staff. * Accountable for the daily workflow, assignments, and output of the department. * Provides constructive and timely performance evaluations. Qualifications Education & Experience: * 12+ years of experience in Marketing, 5+ years of leadership experience. * Bachelor’s degree in marketing, Communications, Business, or related field. Skills & Abilities: * Proven leadership experience carrying out marketing efforts, including planning, prioritizing, and implementing go-to-market strategy * Data-driven decision-making and ability to connect business results to marketing * Lead generation, acquisition marketing, and ABM experience required * Sales enablement experience * Curiosity is key and a strong drive to understand the business and industry. * Strong leadership and communication skills * Creativity and innovation * Client-centric focus and ability to identify and meet internal and external client needs * Experience working cross-functionally to ensure marketing programs are in line with company objectives * Proficiency in marketing automation tools and CRM software as well as Microsoft Office Other Requirements: * Occasional travel (10% - 20%) * Prolonged periods of sitting at a desk and working on a computer

Leading marketing teams to develop and execute strategic marketing initiatives, including market analysis, product positioning, and sales enablement. | Extensive experience in marketing, leadership, data-driven decision-making, and familiarity with marketing automation and CRM tools. | Join Us! 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. Job Summary & Responsibilities The Senior Director of Business Marketing will lead product and segment marketing teams to drive strategic marketing initiatives to meet revenue and client diversification goals. Serving as a member of the Marketing Leadership team, this role requires a visionary leader with a deep understanding of market dynamics, customer needs, competitive landscape, and product offerings and positioning strategies. This individual will lead a team responsible for the development and execution of multi-channel marketing programs that build brand position, drive demand generation, client engagement and retention, product marketing, and sales enablement. This leader will be instrumental in building brand awareness and engagement with health plans, benefit advisors, employers, and financial institutions. The ideal candidate has experience in acquisition and channel marketing in the financial services industry, keeps up with marketing technology changes, is passionate about data, and likes working in a collaborative, fast paced environment and is focused on driving business results. The Sr. Director will be responsible for developing the goals, metrics, and execution plan for their function and delivering timely results, developing and meeting their approved budget plan. Core Responsibilities: • Leadership & Management: Build a business marketing team, including recruiting, hiring, and managing staff. Provide leadership, mentorship, and direction to the product and segment marketing teams. Foster a collaborative and high-performance culture, mentoring others to grow their skills and deliver outcomes. • Strategic Planning: Guide the team in developing and implementing marketing strategies that support business objectives, including market segmentation, product positioning, competitive intelligence, and go-to-market plans in collaboration with sales, account management, and growth leaders. • Market Analysis: Guide the team in conducting thorough market research and analysis to identify trends, opportunities, and competitive threats. Use insights to inform marketing strategies and tactics, as well as key performance metrics. • Product Marketing: Oversee the development and execution of product marketing plans, including product commercialization and launches, messaging, and promotional activities. • Segment Marketing: Oversee segment marketing efforts to target specific customer groups, ensuring tailored marketing campaigns that resonate with each segment and respective buying committees. • Stakeholder Communications: Work closely across marketing and with sales, product development, and other departments to ensure alignment and integration of marketing efforts. Represent the marketing team in Business Councils and with Sr. Leadership. • Sales Enablement: Ensure delivery of effective selling materials such as presentation decks, cutsheets, landing pages, videos, emails, and field events. • Brand Management: Ensure consistent brand messaging and positioning across all marketing channels. Enhance brand awareness and reputation. • Performance Metrics: Establish and monitor key performance indicators (KPIs) to measure the effectiveness of marketing initiatives. Adjust strategies as needed to achieve desired outcomes. • Budget Management: Manage marketing budgets effectively, ensuring optimal allocation of resources to achieve marketing goals. • Innovation & AI: Stay abreast of industry trends and emerging technologies, including AI both for accomplishing work and in the evolving positioning of the product and platform offerings. Implement innovative marketing techniques to stay ahead of the competition. Supervisory Responsibilities: • Recruits, interviews, hires, and trains new staff. • Accountable for the daily workflow, assignments, and output of the department. • Provides constructive and timely performance evaluations. Preferred Qualifications Education & Experience: • 12+ years of experience in Marketing, 5+ years of leadership experience. • Bachelor’s degree in marketing, Communications, Business, or related field. Skills & Abilities: • Proven leadership experience carrying out marketing efforts, including planning, prioritizing, and implementing go-to-market strategy • Data-driven decision-making and ability to connect business results to marketing • Lead generation, acquisition marketing, and ABM experience required • Sales enablement experience • Curiosity is key and a strong drive to understand the business and industry. • Strong leadership and communication skills • Creativity and innovation • Client-centric focus and ability to identify and meet internal and external client needs • Experience working cross-functionally to ensure marketing programs are in line with company objectives • Proficiency in marketing automation tools and CRM software as well as Microsoft Office Other Requirements: • Occasional travel (10% - 20%) • Prolonged periods of sitting at a desk and working on a computer Pay Range $190,000-$225,000 per year Pay Range $190,000-$225,000 per year Compensation & 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 & 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.

Manage new client onboarding and benefit plan implementation by coordinating stakeholders and resolving project deliverables. | 1-2 years project management experience, proficiency in Microsoft Office, strong communication and organizational skills, and preferred Salesforce CRM experience. | The Associate Implementation Manager will report to the Sr. Manager, Client Management in the CDB Client Services Department. This role is responsible for new client onboarding and engagement. This role directs all aspects of client benefit plan installation for new and existing clients of Inspira’ss products and services and develops/executes an implementation strategy consistent with client expectations. • Act as the single point-of-contact for benefit plan implementation; mediate and coordinate resolution of all project deliverables and implementation related issues • 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 • Identify opportunities for cross sales and account rounding of additional Inspira products and services throughout the implementation process • Other duties as assigned. Qualifications Years of Experience: • 1-2 years of experience in project management . Degree: • Bachelor’s Degree in Business, Communications, Finance or related field preferred . Certification: N/A . 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

The Software Engineer II will collaborate with a cross-functional team to deliver high-quality software solutions. Responsibilities include participating in design discussions, documenting software programs, and ensuring adherence to best practices in software development. | Candidates should have 3-7 years of experience in software product development and a bachelor's degree in a related field. Proficiency in programming languages such as .Net, C#, and React, along with cloud and container experience, is essential. | We are seeking talented Software Engineers who can create scalable user experiences and API/Service-based solutions while collaborating with an experienced team of product development professionals. You will join a cross-functional, DevOps based, Agile team responsible for the entire product development life cycle, encompassing conception, discovery, framing, development, deployment, measurement, and continuous improvement. As a Senior Software Engineer, you should possess expertise in both front-end and back-end coding languages, development frameworks, and third-party libraries. Additionally, we value individuals who are team players, possess a keen eye for visual design, and prioritize outcomes over outputs. If you are ready to advance your career and contribute to a rapidly growing company dedicated to delivering innovative products and ensuring an exceptional client experience, we eagerly await your application!    The Software Engineer II will report to a Software Engineering Manager in the Technology Department.     Duties & Responsibilities:  By collaborating closely with fellow product development team members, software engineers play a pivotal role in driving team-level success through the demonstration of the following key attributes:  * Collaborating with Users, Architects, Engineers, Designers, and Product Managers to foster ideation and deliver cutting-edge software solutions. Strong communication skills.   * Participating in technical design, architecture discussions, and driving consistent high quality software development  * Participating in the documenting of software programs with flowcharts, layouts, charts, diagrams and other documentation  * Employing Test First and Acceptance Criteria Driven approaches to continuously test and deliver high-quality software  * Experience in implementing mobile responsive designs to ensure optimal user experiences across various devices  * Designing and developing Macro and Micro-Services while adhering to industry best practices and standards  * Ensuring solutions meet non-functional requirements, such as security, performance, maintainability, scalability, usability, and reliability  * Performing code reviews & ensuring alignment with coding/design best practices  * Working in a collaborative team environment with other engineers and comfortable providing advice, coaching, and insights to peers on software  * Actively pursuing continuous professional growth by staying updated on new development tools, programming techniques, and best practices. Engaging in educational opportunities, keeping informed through professional publications, nurturing personal and professional networks, and actively participating in relevant professional organizations.  * Through the successful execution of these responsibilities, the senior software engineer will make significant contributions to the overall achievements of our team and organization! Qualifications Education & Experience:  * 3-7 years of experience in Software Product Development  * Bachelor’s degree preferred in Computer Science, Computer Engineering, Software Engineering, or similar/related Engineering/Science based technical disciplines.   * Microsoft Certified Azure Developer Associate – Bonus  * Microsoft Certified Azure DevOps Engineer Expertise - Bonus    Skills & Abilities:  The ideal candidate will have a proven track record of demonstrating:   * Strong Programming Skills: Proficiency in programming languages such as .Net 6 and greater, C# 10 and higher, React 16 or greater/Redux, Typescript. MS SQL Server, MongoDB, Identity Providers (IDP). Software engineers should have a foundational understanding of data structures, algorithms, and the ability to write clean, efficient, and maintainable code.    * Cloud Skills: Experience working in Hybrid and Cloud based environments where essentially all things are handled “as code” and promoted via automated pipelines which incorporate audit, quality, and security controls.  Azure experience preferred.  * Containers: Experience working with OCI compliant containers.  Docker preferred.  * Kubernetes: Experience with container hosting and management systems such as Kubernetes, Azure Container instances, App Service or OpenShift      * Experience with source code management applications with GIT.    * Proven track record of successfully delivering highly robust and scalable front-end and back-end solutions.  * Experience with Design Patterns, CQRS, Domain Driven Design, IDP practices, Automated Testing, understanding of object-oriented programming concepts and best practices  * Proficiency in integrating with external systems and services, utilizing REST, SOAP, or other relevant protocols.   * Problem-Solving and Analytical Skills: Software engineers must possess strong problem-solving abilities and the capacity to analyze and troubleshoot complex technical challenges. They should be able to break down problems into manageable components and devise effective solutions.   * Experience with implementing logging, metrics, and tracing frameworks to provide comprehensive visibility into application behavior and system health. Ability to write high-quality, structured, and observable code that supports monitoring, debugging, and performance analysis.  * Software Product Development Lifecycle: Familiarity with the software development lifecycle (SDLC) is crucial. This includes understanding requirements gathering, system design, implementation, testing, deployment, and maintenance in an Agile/Scaled Agile manner. Experience with Scrum, Kanban, Extreme Programming, or other outcome based iterative development approach required.  * Conforming to Agile principles, software engineers must have the ability to divide large software solutions into smaller conquerable coding tasks that can be delivered within a sprint.    * Knowledge of Development Tools and Frameworks: Software engineers should be proficient in using development tools and frameworks relevant to their domain. This can include version control systems (e.g., Git), integrated development environments (e.g., Visual Studio Code, IntelliJ), and frameworks specific to web development (e.g., React, Angular) or mobile app development (e.g., Flutter, React Native).  * Collaboration and Communication: Effective collaboration with cross-functional teams is vital for software engineers. Strong communication skills, both written and verbal, enable them to clearly express ideas, collaborate with colleagues, and convey technical concepts to non-technical stakeholders.  * Continuous Learning: The field of software engineering is constantly evolving, so a mindset of continuous learning is crucial. Staying updated with new technologies, programming languages, frameworks, and industry trends is highly valued.  * Testing and Debugging: Proficiency in automated software testing techniques, including automated unit testing, integration testing, and debugging, is important for ensuring the reliability and quality of software applications.  * Knowledge of Security Best Practices: Strong understanding of secure coding practices and the ability to apply them effectively in software development. Ability to implement security controls, conduct code reviews, and perform security-focused testing, ensuring adherence to industry standards and minimizing the risk of potential exploits.  * Compliance: Familiarity with regulatory compliance requirements and industry-specific security standards, such as GDPR, HIPAA, PCI-DSS, and ISO 27001. An ability to design and implement software solutions that meet these compliance standards, ensuring the protection of sensitive data and maintaining regulatory compliance.  * System Design and Architecture: Software engineers should have a solid understanding of system design principles and architecture patterns. This includes scalability, performance optimization, and the ability to design robust and efficient software systems.  * Adaptability and Flexibility: Software engineers often encounter changing requirements, tight deadlines, and evolving technologies. Being adaptable, flexible, and able to quickly learn and adapt to new tools and frameworks is crucial.    Other Requirements:  * Infrequent travel (5%)  * Ability to provide personal transportation from time to time  * Ability to work overtime  * Prolonged periods of sitting at a desk and working on a computer

Develop and implement performance testing strategies, lead automation initiatives, and ensure software quality and scalability through collaboration with cross-functional teams. | 5-7 years of software quality assurance and performance testing experience, proficiency with automation frameworks and performance testing tools, and a bachelor's degree in computer science or engineering. | We are seeking a highly skilled and experienced Senior Quality Engineer to drive performance testing and optimization efforts, ensuring robust, scalable, and high-performing software products. This role is responsible for developing and implementing testing strategies, leading automation initiatives, and ensuring adherence to quality standards throughout the software development lifecycle.   You will collaborate closely with cross-functional teams, identifying areas for improvement and driving initiatives that enhance overall performance and reliability. You will facilitate delivering highly performant and scalable software through comprehensive performance benchmarking, optimization, and management of performance tools and environments.   Candidates should have extensive experience with performance testing tools, automation frameworks, and QA best practices to optimize efficiency and maintain high product quality.   This position reports to the Sr. Manager, Software Engineering – Developer Experience, Performance Testing & Optimization within the Technology Department.   Key Responsibilities: Quality Assurance Strategy & Execution · Develop and implement comprehensive performance testing strategies to ensure high-quality, scalable software delivery. · Design, develop, and execute automated test scripts using open-source tools. · Ensure version control of QA automation code, adhering to best practices for maintainability and efficiency. · Define and enforce standards and methodologies for quality assurance, including test planning, execution, and automation. Performance Testing & Optimization · Lead performance benchmarking, optimization, and management of performance tools and environments to enhance system reliability and efficiency. · Utilize tools such as Artillery, K6, Locus, JMeter, LoadRunner, or other performance testing frameworks to measure and optimize system performance. · Conduct risk assessments to identify and mitigate performance bottlenecks, ensuring smooth operation and scalability. · Analyze test results, identify trends, and provide actionable insights to improve performance across software products. Automation & Continuous Improvement · Design, develop, and maintain automated test suites and frameworks to streamline testing and improve efficiency. · Implement continuous integration and automated deployment testing to improve product reliability. · Drive root cause analysis and implement corrective/preventive actions (CAPA) to prevent recurrence of performance issues. · Stay updated on industry trends and emerging technologies in software quality assurance and testing automation. Collaboration & Stakeholder Engagement · Work closely with product managers, software developers, and operations teams to align performance testing with business needs. · Participate in code reviews, sprint planning, and technical discussions to ensure quality-related insights are incorporated throughout the development lifecycle. · Lead cross-functional initiatives to improve quality processes, tools, and methodologies. Qualifications Education & Experience: · 5-7 years of experience in software quality assurance, performance testing, and automation. · Bachelor’s degree preferred in Computer Science, Engineering, or related fields. · Certifications in QA testing frameworks (e.g., ISTQB Advanced Level, Certified Test Engineer (CSTE), or Certified Software Quality Analyst (CSQA)) are a plus. Tools & Technologies: · Performance Testing: Artillery,K6, JMeter, LoadRunner, · Automation Frameworks: Selenium, Playwright, JUnit, TestNG · Infrastructure & DevOps: Azure DevOps, Terraform, Docker, Kubernetes · Databases & Messaging: MS SQL Server, MongoDB, RabbitMQ · Monitoring & Analytics: Datadog, Fresh service · Programming & Frameworks: Python, React, .NET, MuleSoft · Cloud Platforms: Azure Cloud Skills & Abilities: The ideal candidate will demonstrate: · Strong analytical and problem-solving skills to identify bottlenecks and optimize performance. · Expertise in automation with frameworks such as Selenium, TestNG, Playwright. · Experience in performance testing methodologies, including scalability assessments. · Understanding of Agile methodologies (Scrum, Kanban) and best practices in software testing. · Ability to communicate technical concepts effectively to stakeholders across teams. · Meticulous attention to detail, ensuring thorough testing coverage and accurate defect tracking. · Proficiency in documentation, including test plans, reports, and performance summaries.   Why Join Us? This role is critical in driving a high-performance, scalable, and quality-centric approach to software delivery. By ensuring rigorous testing, continuous optimization, and automation, you will play a pivotal role in shaping the reliability and success of our technology products. Inspira Financial offers a purpose-driven mission, using cutting-edge technology to transform financial services. Employees thrive in a collaborative and growth-focused culture, working on FinTech innovations that shape the industry. With competitive benefits and work-life balance, Inspira Financial provides a supportive environment where professionals can contribute to impactful solutions while advancing their careers

Manage software engineering projects, teams, and vendor relationships while ensuring governance, quality, and alignment with business goals. | 7-10 years experience with 1-3 years leadership, bachelor's degree in related field, strong organizational and communication skills, and preferred Salesforce CRM experience. | The Sr. Manager, Software Engineering will report to the Director, Software Engineering in the Technology Department. This role is responsible for managing and supporting the people, projects, resources, applications, development, and delivery related to the effective implementation of application solutions spanning all business and administrative areas. This role will serve as the primary liaison between Technology and its client base by being the advocate to ensure that the provided services are at an exceptional standard. In addition, the role will be responsible for the identification and analysis (i.e. solutions alignment, cost justification/ROI, approvals, and initial staffing/ resource requirements) of any business opportunities which require or could leverage Technology integration or development. • Sustain knowledge and experience in Technology delivery to the supported client areas. • Align, formulate, validate, link, and implement 3–5-year plan for area of responsibility with total Technology and corporate vision. • Primary oversight and management of projects related to development initiatives. • Directly manage multiple concurrent projects, both simple and extremely complex • Ensure that the relevant governance and control processes are invoked and reflected for projects. • Define and establish benchmarks and quality measures for area of responsibility. • Participate in disaster recovery and contingency planning. • Ensure that Information Security Technology controls and processes are followed, architected, and tested throughout the entire lifecycle of development. • Effectively manage relevant 3rd party vendor relationships, while demonstrating excellent vendor management skills • Support and participate in the overall IT Governance structure, with specific emphasis on data architecture, application architecture, services integration, and quality/testing management. • Drive knowledge, component and service sharing into the team. • Focus on the implementation of cost-effective, extensible, and supportable solutions (whether 3rd party or bespoke) • Improve the stability and resiliency of all relevant production processes, as well as, instituting a robust support model addressing process/application failures. • Provide mentorship to the entire organization in application development and integration, ensuring that the material is properly tailored to the context of the recipient audience. • Institute a strong culture of collaboration, responsibility, learning and mentorship. • Work with internal sales and external clients to assess scalable process and data integration solutions. • Be an exceptional liaison with the business on potential initiatives and solution patterns. • Other duties as assigned. Qualifications Years of Experience: • 7-10 years of experience • 1-3 years of leadership experience . Degree: • Bachelor’s Degree in Computer Science, Information Technology, or related field . Certification: N/A . 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 (including mail merge) 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.

Serve as the main contact for institutional clients, manage client onboarding, support, renewals, and retention while collaborating cross-functionally to resolve issues and grow client relationships. | 0-2 years experience, bachelor's degree, proficiency in Microsoft Office, strong communication and organizational skills, Salesforce CRM preferred, and knowledge of retirement plans and investment vehicles. | This role is responsible for building and maintaining the relationship with the client and serve as the main point of contact for all questions and concerns. This role identifies client issues, solutions and may lead resolution working with other operational areas. This role is also responsible for supporting assigned employers and institutional clients utilizing Inspira Workplace Savings (WPS) and Emergency Saving Funds (ESF) products while ensuring the highest quality of service. The primary responsibility of this role is to work directly with assigned contacts to develop and maintain positive relationships through telephone and email communication. The incumbent is also responsible for interacting with all necessary internal departments to on-board new relationships, answer inquiries related to assigned accounts and address client requests This position is instrumental in growing and maintaining Institutional client relationships for Inspira. • Serve as a dedicated point of contact for assigned employers and institutional clients utilizing the WPS/ESF products • Build and maintain relationships with the clients • Process system setup, updates, and configuration for clients • Coordinate, lead, and execute client plan renewal and open enrollment • Ensure successful retention of assigned clients, inclusive of all events within the AMs control by responding timely and providing excellent service. • Achieving revenue, growth, and renewal goals • Manage incoming and outgoing communications including phone queues and emails • Handle all resolution cases from across the firm for the assigned client base • Share information gathered from conversations with clients to provide insight into relationships and help drive future product enhancements • Collaborate with team members and functional support areas on more complex product or service issues. • Build relationships with internal teams. • Work cross-functionally with various departments within the business to maximize service • Other duties as assigned. Qualifications Years of Experience: • 0-2 years of experience . Degree: • Bachelor’s Degree in Business, Finance, Communications, Healthcare Administration, Sales, or related field . Certification: N/A . 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 (including mail merge) 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 • Ability to prioritize numerous tasks • Experience with Salesforce CRM preferred • Strong relationship and communication skills • Experience in retirement plan industry and knowledge of IRAs • Knowledge of investment vehicles, as well as savings and retirement planning tools

Lead software quality initiatives, define quality metrics, implement test automation, mentor team members, and collaborate with product and engineering teams. | 7-10 years in Software QE with leadership experience, proficiency in multiple programming languages and test automation tools, and a bachelor's degree in computer science or equivalent. | Join Us! 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. Job Summary & Responsibilities The Lead Platform Quality Engineer will report to the Sr. Director, Software Engineering in First Dollar. This role is responsible for defining and driving the organization’s quality vision and leading software quality initiatives throughout the product lifecycle for both front-end and back-end system components. The Lead Platform Quality Engineer is driving and implementing test automation frameworks, processes, and strategies. As well as leading the adoption of industry-standard quality practices while fostering a culture of quality across the organization. • Define and drive quality metrics, quality gates, and acceptance criteria for projects to align with business objectives • Establish and continuously improve quality standards, tooling, and processes across teams and projects • Build and foster a strong quality culture across the organization, including skill gap analysis, career pathing, and targeted development for QE team members • Share knowledge and mentor other team members, ensuring the QE team’s skills evolve to meet business needs • Work closely with Product, Engineering, and leadership teams to influence product decisions, challenge requirements, and ensure quality is considered throughout the delivery lifecycle • Design test cases and execute all types of testing (e.g. functional, integration, end-to-end) on a variety of platforms (e.g. mobile, web) • Facilitate User Acceptance Testing • Drive automated testing initiatives across different layers of the application (frontend, backend, data, infrastructure) • Contribute to various elements of automated testing across different layers of the application (frontend, backend, data) • Produce test estimates for testing activities and ensure alignment with project goals • Participate in code and test case reviews and ensure requirements traceability & proper coverage • Assist project team in determining appropriate quality goals and acceptance criteria • Other duties as assigned. Preferred Qualifications Education & Experience: • 7-10 years of experience in Software QE with at least three years as a Test Lead or Manager. Experience should extend across both manual and automated testing in a variety of Agile delivery models • 5+ years of professional coding experience in TypeScript, JavaScript, C#, or Java with hands-on coding expected for automation and tooling development • 5+ years of UI Test automation experience (e.g. Playwright, Cypress, Selenium) • Bachelor’s degree in computer science or equivalent experience Skills & Abilities • Experience defining and implementing quality metrics, quality gates, and organizational quality standards • Diverse experiences in leading test strategy, test planning, test case design, and execution • Delivery leadership within Agile methodology projects (e.g. Scrum) • Proficiency using common test management tools • Proven experience across manual and automated testing in a variety of Agile delivery models • Strong analytical and problem-solving skills Technical Proficiency And Skills • Proficiency in: • E2E testing using modern tools such as Playwright, Cypress, Selenium • API Testing and automation • js • React • TypeScript • Apollo GraphQL • Git Version Control System • PostgreSQL • Google Cloud • Jest • CI/CD Pipelines • Experience with one or more cloud platforms, preferably GCP • Experience with cloud-native testing approaches • Excellent communication and teamwork skills • Great attention to detail and organizational skills • Experience delivering quality for individual and institutional client facing solutions; Web Portal(s), online payments, and third-party integrations • Good understanding of Agile/Scrum methodology Other Requirements • Infrequent travel (10%) • Ability to occasionally work after hours • Prolonged periods of sitting at a desk and working on a computer Pay Range $140,000-$160,000 per year Compensation & 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.

The Sr. Cloud Operations Engineer is responsible for maintaining the health, performance, and reliability of the enterprise infrastructure. This role includes hands-on support for Azure Virtual Desktop environments and managing escalations from the help desk. | Candidates should have a Bachelor's degree in computer science or equivalent experience, along with 5+ years of IT experience. A minimum of 3 years of experience with Windows and/or Linux operating systems and networking knowledge is required. | The Sr. Cloud Operations Engineer (SCOE) is a key member of the Cloud Operations team, responsible for maintaining the health, performance, and reliability of Inspira Financials enterprise infrastructure. This role demands a high level of autonomy and technical expertise across system monitoring, NOC operations, and cloud platforms. The SCOE will lead efforts in documenting and maintaining runbooks, training junior team members, and managing escalations from the help desk and call center. The role also includes hands-on support for Azure Virtual Desktop environments and requires the ability to work independently while collaborating effectively with cross-functional teams. This position is ideal for a self-driven, solutions-oriented professional who thrives in a dynamic environment and is passionate about operational excellence and continuous improvement.   ESSENTIAL JOB FUNCTIONS: * Perform regular system health checks and review monitoring reports to proactively identify and resolve issues. * Ensure infrastructure performance and availability through continuous monitoring and alert management. * Provide direct support in the day-to-day operations of hardware and operating systems, including Cloud Services: * Evaluate system utilization, monitor response time and provide primary support for detection and correction of operational and infrastructure problems * Coordinate and perform changes to servers, network, operating systems and attached devices, including investigation, analysis, recommendation, configuration, installation and testing of new network hardware and software * Ensure servers, operating systems and network components are implemented and adhere to the information security policies and infrastructure standards * Utilize metrics and cloud native consumption-based services to improve cost efficiencies * Oversee real-time monitoring of infrastructure, applications, and services. * Respond to alerts and incidents, ensuring timely resolution and escalation when necessary. * Maintain SLAs and ensure proper documentation of incidents and resolutions. * Support and Administer the Disaster Recovery and Business Resumption Plan as it relates to the backup and restoration of the technology infrastructure. * Ensure run books are updated on a regular basis * Participate in tabletop and real DR exercises * Maintain the VMware and Multi Cloud virtual environments * Write and maintain runbooks for common tasks, collaborating with Offshore and Onshore shifts to ensure runbooks are usable and up to date. * Experience supporting Containerization Platforms such as K8s and Docker * Maintain multiple Microsoft Active Directory Domains and Entra ID hybrid tenant * Provide infrastructure problem resolution for various applications throughout the organization * Experience working with Automation tools such as ADO, Jenkins, and Chef * Utilize automation to design and develop programs or scripts for various repetitive functions * Performs all duties with a focus on goals of Inspira Financial, which includes risk mitigation * Good Exposure to Infrastructure-as-code using terraform * Provide technical subject matter expertise and work with wider team to ensure development activities are aligned with scope, schedule, priority and business objective * Experience with IaC tools such as Terraform, bash scripting, etc * Experience integrating Sonar cloud for code scanning * Support inbound calls/emails, maintaining tickets within the issue tracking application related to Infrastructure Support * Monitoring of Platform and Environment with tools such as Datadog, Azure Monitor, Logic Monitor, etc * Utilize programming skills to design and develop programs or scripts for various repetitive functions * Performs all duties with a focus on goals of Inspira Financial, which includes risk mitigation * Configure and Support firewalls and security appliances * Cross-train other team members in order to facilitate coverage * Participate in rotating on-call schedule * Ability to respond to pages after hours to resolve critical issues * Maintain and update in house Documentation * Facilitate Release Management in multiple environments * Other duties as assigned Qualifications EDUCATION: * Bachelor’s degree in computer science or equivalent experience * Certifications preferred: GCP-Associate Cloud Engineer, AZ-900, AZ-104, AZ-700 VCTA-CMA and Engineer and Network+   EXPERIENCE AND SKILLS: * 5 + years of IT experience * Minimum of 3 years of experience with: * Windows and/or Linux Operating systems that include building, security and deployment in both a physical and Cloud environments * Networking knowledge and the skill sets to configure, maintain, and support Cisco Meraki devices, Azure VNETS, VPN Gateways, Route Servers, Route Tables, and Private Endpoints. * Support and Administer Infrastructure as Code deployments utilizing CI/CD Pipelines * Apply best practices to IT systems and ensure infrastructure meets compliance standards * Scripting languages such as Powershell, Bash, JS, Python, etc. * Exposure to Cloud Services Google (preferred), Azure or AWS * Familiarity with monitoring and observability tools such as DataDog and Cloud Monitor (Azure and GCP) * Assist in root cause analysis efforts and improvements to system reliability using techniques like self-healing, canary deployments, and alerting * Microsoft Azure PaaS and SaaS solution development technologies including Azure API Management, Azure Functions, Logic Apps etc. * Experience with BDR solutions such as Veeam, VMWare Site Recovery, and Azure Backup/Site Recovery * Exposure to building DR and HA solutions * Knowledge of TCP/IP protocol and firewalls * Knowledge of Virtual Machines and Container concept * Support and Administer Microsoft 365 Services (Exchange, Intune, Sharepoint, and Teams) * Complex project involving multiple teams and Partners * Ability to conduct research into hardware and software issues and products as required * Ability to effectively prioritize and execute tasks in a high-pressure environment * Communicate effectively with managers, end users, colleagues, and vendors * Ability to work independently with minimal supervision * Must have excellent written and verbal communication skills * Strong analytical skills, follow-up capability, and problem-solving ability * Highly self-motivated and directed * Knowledge of ITIL/ITSM practices and framework preferred

The Senior Software Engineer will be responsible for the full software development life cycle, from conception to deployment, including designing, developing, and testing applications. They will collaborate with design and product teams to deliver engaging products and mentor team members through code reviews and technical guidance. | Candidates should have 5+ years of experience in software or solution architecture roles, with a strong technical background in cloud platforms and software architecture principles. A Bachelor's degree in computer science or equivalent experience is required, along with proficiency in various technologies including Node.js, React, and TypeScript. | We are seeking a Senior Software Engineer to join our growing team. This role is responsible for the full software development life cycle, from conception to deployment. As a Senior Software Engineer, you will have relevant experience with both front-end and back-end coding languages, software development architecture and design patterns, development frameworks and third- party libraries. The ideal candidate will have a strong technical background in DevOps and automation coupled with excellent communication skills to collaborate with stakeholders and translate business requirements into scalable and efficient solutions. This individual must be creative, collaborative, organized, and adaptable.     Our engineering team is built on the principle of humans over code. We are a tight-knit group of lifelong learners in a constant quest to be a team that is greater than the sum of its parts. Come join us!    * Design, develop, and test applications (e.g. API, Web apps) in accordance with established standards   * Work closely with design and product teams to ship delightful, engaging products using React, TypeScript, NodeJS, and GraphQL and related technologies * Mentor and coach team members through code reviews, thorough documentation, and technical guidance * Contribute to and improve engineering standards, tooling, and processes  * Foster an environment where different backgrounds, cultures, industry and life experiences are embraced and valued.  * Participate in peer-reviews of solution designs and related code * Collaborate with other software developers, product managers and software architects to plan, design, and build software  * Ensure that non-functional requirements such as security, performance, maintainability, scalability, usability, and reliability are being considered when designing and delivering solutions * Work in an Agile framework to identify and automate solutions that result in enhanced developer experience and increased developer productivity * Stay abreast of emerging technologies, industry trends, and best practices in solution architecture and technology innovation * Troubleshoot and debug issues and bugs in applications * Create design diagrams and technical documentation  * Other duties as assigned   #LI-Remote Qualifications * 5+ years of experience in software or solution architecture roles, with a focus on designing and implementing complex, enterprise-level solutions using cloud platform    * Strong knowledge of software architecture principles, design patterns, and architectural frameworks.   * Strong understanding of Continuous Delivery patterns, Cloud foundational patterns, Observability patterns, Developer experience patterns.   * Strong analytical and problem-solving skills.   * Bachelor’s degree in computer science or equivalent experience     Technical Proficiency and Skills:  * Proficiency with:   * Node.js   * React   * TypeScript   * Apollo GraphQL   * Git Version Control System   * PostgreSQL   * Google Cloud   * Jest   * Docker Container   * CI/CD Pipelines   * Experience with one or more cloud platforms, preferably GCP   * Excellent communication and teamwork skills   * Great attention to detail and organizational skills   * Experience delivering individual and institutional client facing solutions; Web Portal(s), online payments, and third-party integrations  * Good understanding of Agile/Scrum methodology  * Expertise in delivering secure, high performance, fault tolerant, and high availability solutions

Lead and manage a QA team to develop and execute automated and manual testing strategies ensuring high-quality software product delivery. | 7-10 years software QA experience with 5+ years leadership, proficiency in test automation tools, Agile methodologies, cloud environments, and relevant QA certifications. | The Sr. Quality Engineer will report to the Technology Department. This role is responsible for leading a team of QA testers/engineers in testing our suite of products and software products to consistently deliver the highest quality solutions via SaaS, and On-Premises models. You will be an experienced leader in driving and implementing QA frameworks, processes, and strategies. You will implement industry standard quality assurance policies and practices, and ensure they are followed by measuring product and process quality. The incumbent will be expected to build the appropriate relationships and trust at all levels within the organization as they effectively communicate project issues, status, and successes with all team members at all levels. This incumbent must be creative, client focused, solutions-driven, organized, and thrive in an extremely dynamic environment as well as have solid people skills. • Direct the development of the QA strategy, methodology, discipline, and framework. Driving and improving the QA team in areas of automated testing and agile testing. • Provide technical expertise in Test Automation, Testing Methodologies, Testing Processes, Tools, and Techniques across the teams. • Responsible for defining QA strategy, approach, and execution in development projects. • Responsible for leading and directing the QA team. • Provide leadership and technical expertise within Test Automation and Quality Assurance. • Performance management, coaching, and professional development for QA team; ensure testing skill set is up to date and capable of supporting the development effort. • Focus on continuous QA improvements including usage of appropriate testing tools, test techniques, test automation. • Building and maintenance of quality standards as well as enforcing technical and testing standards. • Monitoring of all the QA activities, test results, leaked defects, root cause analysis and identifying areas of improvement. Implement steps required to improve the processes. • Ensure the proper usage of available tools to gain the maximum benefit of the QA effort. This includes testing tools for functional, application performance, automation, etc. • Manage training and continuous learning of QA staff by means of short courses, conferences, meetups, certifications, etc. • Be an escalation point for all matters related to testing and quality assurance and operate as a primary point of contact for the QA teams. • Work with development team to develop and execute QA strategies to meet and exceed department and corporate quality goals. • Gather and present testing metrics and testing activities for the projects to key stakeholders. • Collaborate with business partners, such as Customer Support, Client Services and Operations to incorporate feedback into the QA process. • Facilitate inter-team communication across many agile projects within the organization. • Measure Product Quality and share metrics with the teams, management, and other stakeholders. • Balance best practice decisions with delivering high business value (right vs right now) • Be accountable for outlining detailed testing tasks (+ resulting estimates) during sprint planning. • Ask the right questions (to developers, QAs), at the right time, to proactively avoid quality risk. • Engage with developers to outline how a solution design results in dependency impact. • Design and produce high quality automated test cases within a defined framework. • Develop testable interfaces between the system under test and the automation framework. • Translate existing manual regression test cases into automated tests. • Assure automated regression test cases are integrated and passing in a nightly build process. • Contribute to merge up/down through development process, adheres to a well-defined code promotion process. • Employ static code analysis to identify test case readability, anti-patterns, & coverage • Monitor automated test results after code is committed and holds team to account on quality. • Conduct cross team and inter-team automated test case review. • Define, develop, maintain, and clean test data in support of automated test cases. • Support and is accountable for timely releases and adherence to release activities. • Collaborate outside of the product team to encourage a development community. • Encourage self-study by promoting best practices and bringing in external perspective. • Review requirements, specifications, and technical design documents to provide timely and meaningful feedback. • Provide code review and analysis of teams’ automation code. • Assist in managing and maintain regression test suite. • Create detailed, comprehensive, and well-structured test plans and test cases. • Estimate, prioritize, plan and coordinate testing activities. • Design, develop and execute automation scripts using open-source tools. • Identify, record, document thoroughly and track bugs. • Perform thorough regression testing when bugs are resolved. • Develop and apply testing processes for new and existing products to meet client needs. • Liaise with internal teams (e.g. developers and product managers) to identify system requirements. • Monitor debugging process results. • Investigate the causes of non-conforming software and train users to implement solutions. • Track quality assurance metrics, like defect densities and open defect counts • Stay up to date with new testing tools and test strategies. • Support and mentor junior team members • Review requirements, specifications, and technical design documents to provide timely and meaningful feedback. • Accountable for outlining detailed testing tasks (+ resulting estimates) during sprint planning. • Facilitate test cases reviews to stakeholders. • Engage with developers to outline how a solution design results in dependency impact. • Manage and maintain regression test suite. • Estimate, prioritize, plan and coordinate testing activities. • Identify, record, document thoroughly and track bugs. • Perform thorough regression testing when bugs are resolved. • Develop and apply testing processes for new and existing products to meet client needs. • Liaise with internal teams (e.g., developers and product managers) to identify system requirements. • Track quality assurance metrics, like defect densities and open defect counts • Stay up to date with new testing tools and test strategies. • Support and mentor junior team members • Support and is accountable for timely releases and adherence to release activities. • Collaborate outside of the product team to encourage a development community. • Encourage self-study by promoting best practices and bringing in external perspective. • Other duties as assigned. Qualifications Years of Experience: • 7-10 years of experience • 5-7 years of leadership experience . Degree: • Bachelor’s Degree in Computer Science, Computer Engineering, or equivalent experience . Certification: • QA testing related certifications (or willingness to obtain) such as Certified Test Engineer (CSTE), Certified Software Quality Analyst (CSQA), and Certified Associate in Software Testing (CAST) . Skills & Abilities: • 7+ years of experience in software development industry • 5 years of experience in managing a quality assurance team • Experience in Agile methodologies such as Scrum and Kanban • Specialization in performance and load testing, security, automation, release management, and agile training. • Hands on expertise with automation tools, frameworks, and standard methodologies • Proven experience in test planning, test design, test & automation strategy, and test execution. • Demonstrated experience leading test efforts for Software and Product development. • Understanding and ability to work on a variety of IT platforms. • Experience working in Cloud environment (such as Azure and AWS) and cloud technologies. • Experience following development and production delivery process. • Self-starter, independent worker and have a love for QA! • Hands on UI and API automation experience (JMeter, Blaze Meter, Postman, Python 3.x, Pytest, Selenium, BrowserStack, MABL) • Agile tools exposure (e.g., Atlassian products – JIRA, Confluence, GIT, X-Ray) • Continuous Integration tools knowledge (e.g., ADO, Jenkins, Bitbucket, Spinnaker) • Data validation and quality testing • Test Automation • Proficiency with tools such as Selenium, BrowserStack, Postman or other QA testing tools • Proven experience in developing and coding automation test scripts. • Proven work experience in software quality assurance and development • Strong knowledge of software QA methodologies, tools, and processes • Experience in writing clear, concise, and comprehensive test plans and test cases. • Excellent analytical and communication skills • Proven experience preparing, presenting, and maintaining required SDLC documentation and artifacts. • Experience with performance and/or security testing is a plus. • Experience with complex technical integrations (APIs, web services) and SaaS / PaaS cloud platforms preferred. • Experience with any of the following is a plus: XML, JavaScript, .NET framework, T-SQL, JQuery, JSON preferred. • Solid knowledge of SQL and scripting preferred. • Experience working in an Agile/Scrum development process preferred. • Familiarity with Jira and the software development life cycle (SDLC) preferred.

Lead and manage client services teams to improve client satisfaction, retention, and growth through operational excellence and team development. | 7-10 years of experience with 3-5 years of direct supervisory experience, Bachelor's degree in Business or related field, strong organizational and communication skills. | Join Us! 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. Job Summary & Responsibilities Responsible for increasing client satisfaction, retention, and growth by efficiently delivering competitive services through a fully integrated organization staffed by knowledgeable, client-focused professionals. Maintains oversight of functions within Client Services which provides focused service from pre-sale consultation through initial post-sale client administration. Support in fostering strong, long-term partnerships with clients, consulting community and channel partners. Executes strategic and operational plan in support of business client service objectives and initiatives. Manages a team of professional employees and/or supervisors. Responsibilities • Lead and manage team effectiveness by identifying and resolving technical, operational, and personnel challenges across teams • Assesses individual and team performance on a regular basis and provide candid and timely developmental feedback; monitors training plans and ensure training needs are met • Develops, monitors and reviews performance reports and service performance trends for each account against the plan and recommends specific actions or remedies as necessary • Establishes a clear vision aligned with company values; sets specific achievable objectives and action plans; motivates others to balance customer needs and business success • Responsible for the quality and effectiveness of own team and related teams, identifying and resolving technical, operational and team problems • Attracts, selects, and retains high caliber, diverse talent able to successfully achieve or exceed business goals; builds a cohesive team that works well together • Creates and maintains tools, job aids, and training materials to help employees in their efforts to resolve issues and improve their relationship with customers • Drive innovation and growth by focusing on automation and/or process improvements that can positively impact resource capacity. • Creates and maintains tools, job aids, and training materials to help employees in their efforts to resolve issues and improve their relationship with customers • Other duties as assigned Typical schedule for this position is Monday to Friday, from 8 am CT to 5 pm CT. 10%-15% travel nationwide. Requirement: Experience as a direct manager, overseeing at least four or more direct reports. Preferred Qualifications • 7-10 years of applicable experience • 3-5 years of direct supervisory experience • Bachelor's Degree in Business 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 (including mail merge) 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. Pay Range $88,000-$112,000 per year Compensation & 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.

Oversee product portfolio strategy, conduct market and customer research, prioritize product opportunities, lead cross-functional planning, monitor product lifecycle and performance, and drive innovation and alignment with business goals. | 7+ years in product or portfolio management, strong strategic and analytical skills, excellent communication, experience with financial modeling, Agile methodologies, leadership abilities, and ability to navigate complex organizations. | Join Us! 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. Job Summary & Responsibilities The Strategic Product Lead oversees all the products in their assigned portfolio and ensures alignment with Inspira’s overall strategy. This individual evangelizes a solution story to the market that explains what each product offers and the combined value proposition of the entire product suite. They ensure consistency among products and deliverables across their entire portfolio and collaborate with execution teams to prioritize development and resources accordingly. They will identify market opportunities as well as areas of improvement and work with product, design, dev, and service leadership to execute a strategy that meets overall business objectives. This role requires extremely strong communication skills both in presentation and written form. This individual will be interacting with our clients continuously and, at a high level, translating complex business, market, and compliance needs to technology teams who will be responsible for delivering solutions to market that delight our customers while also tying needs to overall product messaging, collaborating closely with the Director of Product Marketing on GTM. • Develop and maintain the overall product portfolio strategy in alignment with Inspira’s business goals. • Conduct market research, competitive analysis, and customer insights to inform portfolio decisions. • Evaluate and prioritize opportunities across products to optimize resources and ROI. • Lead portfolio planning sessions and coordinate cross-functional roadmaps. • Habitually conduct and/or participate in end user interviews, focus groups, and development of surveys to ensure solutions are meeting needs of our users • Monitor usage and engagement metrics and make data-driven decisions to optimize user experience and business outcomes • Collaborate with internal stakeholders to elicit, analyze and understand needs, constraints, risks and alignment with organizational strategy and priorities • Oversee product lifecycles, including launch, growth, maturity, and end-of-life stages. • Monitor portfolio performance metrics such as revenue, profitability, and market share. • Identify underperforming products and recommend actions to address gaps • Stay abreast of trends, technology advancements, and industry disruptions to guide portfolio innovation. • Champion initiatives to introduce new products or enhance existing ones to maintain competitive advantage. • Be the ultimate subject matter expert on assigned products for internal and external stakeholders • Attend key industry events, network with other industry experts, speak at conferences and oversee client ideation events Preferred Qualifications Education & Experience: • 7+ years of experience in product management, portfolio management, or a similar role • Bachelor’s Degree in Finance, Economics, Business, Marketing, Design, Psychology or related field; Master’s Degree preferred • Proven track record in strategic planning and managing multiple products or business units. Skills & Abilities • Deep understanding of consumer driven benefits and regulatory environment surrounding them • Strong strategic thinking and analytical skills. • Excellent communication, negotiation, and stakeholder management abilities. • Experience with financial modeling, forecasting, and ROI analysis. • Familiarity with product development methodologies, such as Agile or Lean. • Ability to navigate complex organizational structures and drive alignment • Ability to work with minimal direction, and flexibility to adapt to shifting priorities and schedules • Proven leadership skills to gain credibility, garner respect, and guide the creation of self-organizing teams • Ability to handle multiple issues simultaneously and manage stressful situations • Ability to provide and accept guidance and constructive feedback • Desire for continuous improvement through learning and study • Eagerness to teach and help develop others professionally, and exhibit passion and excitement about work to inspire others Other Requirements • Ability to work occasional overtime • Prolonged periods of sitting at a desk and working on a computer • May travel up to once a month, once a quarter is more likely Pay Range $140,000-$160,000 per year Compensation & 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.

Lead and execute initiatives to simplify and optimize customer experiences by assessing processes, driving Lean Six Sigma improvements, collaborating with stakeholders, and managing multiple projects. | 5-7 years project or operations management experience, Bachelor's degree, Lean Six Sigma Green Belt preferred, strong analytical and communication skills, experience with finance/retirement/wealth management industries and technology solutions like Salesforce. | Join Us! 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. Job Summary & Responsibilities The Ops Enablement Manager will report to the Director, Ops Enablement. This role is responsible for partnering with internal stakeholders to design and executing on Inspira’s efforts to simplify and optimize customer experiences. The Ops Enablement Manager is responsible for leading and executing initiatives by engaging with leaders across the organization. A key purpose of this role is to assess and evaluate current state processes and procedures and support implementation of streamlined, automated, and standardized alternatives. The ideal candidate will be strategic, innovative, and creative with a solid analytic foundation. They will also be effective communicators and collaborators with an ability to influence peers and cross functional teams. • Act as a champion for and agent of change within the business, aligned to supporting project execution and toll-gating and helping them to learn, understand, adjust, and grow with the business Lean Six Sigma transformation. • Assess and improve organizational readiness with respect to technology requirements and serve as key point of contact for such initiatives. Provides collaboration between services, operations, IT for technology solutions derived from process assessments. • Assist with the definition of potential projects to support the future growth of business by identifying, quantifying and comparing potential projects, and playing an active role in the prioritization process. • Actively identify potential risks & issues relating to the delivery of projects and manage a resolution process in a timely manner. • Partner with internal stakeholders across the firm to conduct process studies, including but not limited to process mapping, metrics assessment and analytics, conducting process health assessments identifying business process opportunities to improve customer experience. • Ensure disciplined, data-driven, well-documented approaches to improving end-to-end operational performance led by voice of the customer. • Develop and deliver comprehensive project/initiatives related outputs such as presentations and reports to relevant stakeholders. • Partner with internal stakeholders across the firm to identify business process improvement opportunities and lead them through a Lean Six Sigma, DMAIC (Define, Measure, Analyze, Improve, Control) methodology to improve customer experience, process capabilities and process control. • Accountable for communication and status updates back to services and operations on identified and prioritized improvement opportunities progress and timeline with technology and business. • Lead and/or design process improvements as part of process control activities and translate them into improvement initiatives and actions. • Solicit ideas and feedback from impacted departments and represent these areas in discussions with internal/external implementation teams • Use data analysis and metrics to assess process capabilities and determine process gaps for improvement • Conduct on-going analysis and monitoring of processes to ensure that desired outcomes are produced • Ability to manage multiple projects simultaneously and prioritize tasks effectively. • Support the training, coaching and development of team members on Lean Six Sigma principles and tools. • Other duties as assigned. Typical schedule for this position is 8 a.m. CT to 5 p.m. CT. 10% to 15% travel. Preferred Qualifications Education & Experience: • 5-7 years of experience in project or operations management • Bachelor's degree • Lean Six Sigma Green Belt Certification preferred. • Familiarity with basic data analysis and quality tools Skills & Abilities • Experience with finance, retirement, wealth management, healthcare and benefits industries • Experience with various technology solutions including Salesforce, Contact Center platforms, and automation solutions. • 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 change. • Preferred experience in emerging technology projects (E.g. RPA, AI, ML automation etc.) • 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 Pay Range $91,000-$109,000 per year Compensation & 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.

Build and manage business development efforts in national and middle market accounts within health and benefits, including broker relationships, sales strategy, and pipeline management. | 7-10 years of sales and account management experience in benefits, consulting, or financial services with strong knowledge of alternative assets and consultative selling skills. | Join Us! 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. Job Summary & Responsibilities The Sr. Sales Executive will report to the Sr. Director, Head of Aetna Sales - Health and Benefits Department or Sales - Consumer Directed Benefits Department. This role is responsible for building our business in the national accounts, middle markets, small group markets, distribution channel, group insurance and specialty products areas. This role will also have the responsibility of developing relationships with the broker/consultant communities and direct planning sponsors in assigned territory. Managing all business development efforts including marketing, communications, training, and competitive analysis. This role is expected to be in the market and travel to key markets will be part of the strategy. Sales and Account Management experience of 7+ years in the benefits, consulting and financial services industry required. The ideal incumbent will have a proven ability to identify and close profitable business opportunities and manage a defined territory. Additionally, the Sr. Sales Executive will be responsible for developing an extensive network of contacts and relationships within the investor community to identify new leads and manage pipelines while researching and creating an in depth understanding of their assigned territory MN, IA, NE, KS, MO, OK , alternative assets, and the services we offer.• Cultivate strong, productive, and influential relationships with brokers/consultants, customers, and peers focusing on the larger or more complex accounts/prospects.• Implements strategies necessary to attain sales objectives in assigned areas. • Manage complex negotiations• Position products, rate levels, and expanded product portfolios to increase sales and maximize revenue. • Manage the integration of client's and internal organizations to meet client's installation needs and close the deal. • Identify various ways to partner with the client by drawing from entire spectrum of product line. • Gain understanding of client's multifaceted needs and recommend appropriate benefits of full product array.• Promote sales through in-person and virtual client meetings and industry conferences • Manage the entire sales process from lead through close • Generate cross-selling opportunities by maintaining strong working relationships with other lines of business• Assume responsibility for updating Salesforce, including pipeline management, for respective relationships after the initial sales contact has been completed• Other duties as assigned. #LI-remote Preferred Qualifications Years of Experience: • 7-10 years of experience in field sales, account management benefits consulting or financial services industry required . Degree: • Bachelor's Degree in Finance, Communications, Business, Marketing, or related field . Certification: N/A . Skills & Abilities: • Strong financial industry experience with an understanding of alternative assets, including but not limited to hedge funds, fund of funds, private equity and debt and marketplace lending • Demonstrated business to business sales experience • A proven track record of success in sales and extensive prospecting experience • Strong consultative selling skills with the ability to provide solutions, negotiate and build relationships with clients at all levels• Strong time management, organizational and planning skills • Ability to mobilize internal networks and resources • Ability to leverage existing relationships in the industry• Excellent analytical skills with a proactive nature• An affinity for accuracy and efficiency • Strong verbal and written communication skills • An aptitude for prioritization and multi-tasking • Strong interpersonal and collaboration skills • A drive to learn and apply new concepts quickly • Experience with Salesforce CRM preferred Compensation & Benefits OTE of $225+