The Sr. Account Management Communications Specialist enhances client satisfaction and retention through strategic sales initiatives and product training, fostering long-term partnerships.
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. Client Communications Specialist is responsible for increasing client satisfaction, retention, and incremental growth through a sales strategy created in partnership with Market Leadership. This role will act as the subject matter expert (SME) for product knowledge to create and facilitate training through the organization. Supports fostering strong, long-term partnerships with clients, consulting community and channel partners. Executes strategic and operational plan in support of business growth, in accordance with client service objectives and initiatives.
Duties & Responsibilities:
• Establishes a sales strategy in partnership with market leaders; sets specific achievable objectives and action plans; motivates others to balance customer needs and business success
• Develops an upsell sales strategy for existing clients; educates internal teams as needed and collaborates with Account Managers to deliver directly to client teams
• Drive revenue sales growth by upselling to existing clients.
• Data gathering and reporting on client and product performance and sales opportunities.
• Develops, monitors, and analyzes performance reports and service performance trends for each account against the plan and recommends specific actions or remedies as necessary
• Operates as SME for product portfolio trains, and coaches peers to provide product knowledge.
• Creates and maintains tools, job aids, and training materials to support account teams, and other departments across the enterprise in their efforts to resolve issues and improve their relationship with clients.
• Other duties as assigned
10% to 20% travel for department meetings or events.
Preferred Qualifications
Education & Experience:
• 3-5 years of experience
• Bachelor's degree in Business, Accounting, Finance or related field
• Project Management Certification preferred
Skills & Abilities:
• Excellent analytical skills with a proactive nature
• Exceptional verbal and written communication skills; comfortable interacting with both internal and external teams
• Advanced organization skills with a drive to meet deadlines; ensure accuracy and efficiency.
• Proficiency in Microsoft Excel, Word, MS Teams, PowerPoint and Outlook
• Skilled with prioritization and multi-tasking
• Excellent collaboration and partnering skills
• A drive to learn and apply new concepts quickly
• Experience with Salesforce CRM preferred
Compensation & Benefits
$66,000-$81,000 per year
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. Client Communications Specialist is responsible for increasing client satisfaction, retention, and incremental growth through a sales strategy created in partnership with Market Leadership. This role will act as the subject matter expert (SME) for product knowledge to create and facilitate training through the organization. Supports fostering strong, long-term partnerships with clients, consulting community and channel partners. Executes strategic and operational plan in support of business growth, in accordance with client service objectives and initiatives.
Duties & Responsibilities:
• Establishes a sales strategy in partnership with market leaders; sets specific achievable objectives and action plans; motivates others to balance customer needs and business success
• Develops an upsell sales strategy for existing clients; educates internal teams as needed and collaborates with Account Managers to deliver directly to client teams
• Drive revenue sales growth by upselling to existing clients.
• Data gathering and reporting on client and product performance and sales opportunities.
• Develops, monitors, and analyzes performance reports and service performance trends for each account against the plan and recommends specific actions or remedies as necessary
• Operates as SME for product portfolio trains, and coaches peers to provide product knowledge.
• Creates and maintains tools, job aids, and training materials to support account teams, and other departments across the enterprise in their efforts to resolve issues and improve their relationship with clients.
• Other duties as assigned
10% to 20% travel for department meetings or events.
Preferred Qualifications
Education & Experience:
• 3-5 years of experience
• Bachelor's degree in Business, Accounting, Finance or related field
• Project Management Certification preferred
Skills & Abilities:
• Excellent analytical skills with a proactive nature
• Exceptional verbal and written communication skills; comfortable interacting with both internal and external teams
• Advanced organization skills with a drive to meet deadlines; ensure accuracy and efficiency.
• Proficiency in Microsoft Excel, Word, MS Teams, PowerPoint and Outlook
• Skilled with prioritization and multi-tasking
• Excellent collaboration and partnering skills
• A drive to learn and apply new concepts quickly
• Experience with Salesforce CRM preferred
Compensation & Benefits
$66,000-$81,000 per year
Top Skills
Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Teams
Microsoft Word
Salesforce CRM
Similar Jobs at Inspira Financial
Fintech
The Senior Database Administrator will manage PostgreSQL databases, focusing on schema design, performance tuning, automation, and incident response while mentoring junior staff.
Top Skills:
BashCi/CdGoogle CloudsqlPostgresPythonTerraformTypescript
Fintech
The Product Manager will develop a product roadmap and requirements, collaborate with teams, conduct market research, and lead go-to-market efforts.
Top Skills:
Aha!JIRAProductboardTrello
Fintech
The role involves designing, developing, and testing applications, mentoring team members, and collaborating with stakeholders to deliver engaging products using modern technologies. Candidates will leverage AI to enhance productivity while ensuring code quality and adherence to engineering standards.
Top Skills:
Apollo GraphqlDockerGitGCPJestNode.jsPostgresReactTypescript
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
