Senior Onboarding Specialist (SaaS)

Location: Home Based; Oak Brook, Illinois, United States. Remote status and role location may change; relocation is not provided.

Salary: $75,700–$90,000 per year, with possible incentive and bonus opportunities.

Company

hirify.global provides health and wealth solutions, including automatic rollover services, health savings accounts, emergency savings, and custody services, serving more than 7 million clients and managing over $62 billion in assets.

What you will do

• Lead CDH benefit implementations, including HSA, FSA, and HRA programs, for SMB and mid-market employers through strategic partners.
• Manage bulk HSA and Notional account migrations and support successful partner implementations on the SaaS platform.
• Lead onboarding and welcome calls, ongoing status calls, and client health improvement strategies.
• Build trusted advisor relationships with platform partners, tenants, and employers while advocating for their needs.
• Identify issues early, lead mitigation efforts, prevent churn, and provide customer feedback for product improvements.
• Adapt responsibilities as the business scales and identify opportunities to improve internal processes and the client experience.

Requirements

• 5 years of client service or relationship management experience in a fast-paced environment, including work with institutional advisors or managers.
• Strong relationship-building and communication skills for internal and external clients.
• Ability to prioritize, multitask, complete work within specified timelines, and follow through reliably.
• Ability to solve complex issues independently and collaboratively and make timely, accurate decisions.
• Proficiency with Microsoft Excel, Word, including mail merge, and Outlook.
• Ability to maintain a high quality of service and professionalism; detail-oriented, organized, and dependable.
• Deep experience with Consumer Directed Health Benefits and regulations.
• Comfort with ambiguity and the evolving nature of a scaling company; curiosity and willingness to learn.
• Interest or experience in Consumer Driven Healthcare or adjacent industries, long-term relationship management, and enterprise partner implementation.

Nice to have

• College degree preferred.

Culture & Benefits

• Supportive and collaborative work environment focused on employee success.
• Opportunities to develop across customer success, implementation, and relationship management.
• Potential career growth toward Customer Success or Implementation Management.
• Healthcare benefits, 401(k) savings plan, company holidays, paid time off, parental leave, and an employee assistance program.