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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.
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. Director, Client Management will report to the Managing Director, Head of Client Management in the CDB Client Services. This role is responsible for the oversight of all client related activities in a prescribed region, consisting of Team Leads (Managers) and their respective teams of Account Client Managers responsible for building strong personal and collaborative partnerships with an assigned book of business to achieve customer satisfaction, retention, and profitable growth and execute cross-sell and conversion initiatives. This role is responsible for developing a growth and retention strategy for the region and establishing a strong foothold with Aetna key players and other affiliates while serving as executive sponsor for key clients and working cross-functionally with various departments to support account management issues or concerns. This role demands a high working knowledge of the client base, key contacts, pricing for renewals and ultimately an execution of a retention strategy to ensure revenue protection. They are to champion all cross-selling activities in their respective market and ensure proper communication flow occurs throughout their organization• Manage and cultivate positive, collaborative relationships with clients by promoting and educating their team members and clients on the PayFlex value proposition• Execute financial strategy associated with the customer that includes short-term and long-term strategies to maximize profitability. Aimed at helping our participants with creating and achieving their healthcare financial wellness goals • Coordinate with direct reports to grow existing client revenue through several approaches. Introduce and sell additional products to the client, grow existing product membership by supporting client member educational needs and Open Enrollment support, and lastly as appropriate adjust pricing to increase revenue using applicable renewal guidelines• Monitor all financial/profitability/usage targets and accountable for preparing/coaching their team members to conduct quarterly business reviews with these clients and thoroughly explain the metrics and analytics for each of these accounts. This ensures proactive analysis of customer's utilization reports
Supervisory Responsibilities:• 5-8 direct reports• Recruits, interviews, hires, and trains new staff• Oversees the daily workflow of the department• Provides constructive and timely performance evaluations• Authority on and directs a distinct company-wide area of work• Develop goals, metrics, and execution plan for their function (from the broader strategy laid out by their leader) and deliver on time results as well as determine, follow, and meet their set budget plan• Set challenging goals, and develop metrics and execution plan to accomplish them for the function• Work cross-functionally to deliver on strategic initiatives and shared goals• Coach, mentor, and challenge in a way that inspires people to reach their full potential
Preferred Qualifications
Years of Experience: • 15+ years of experience in Consumer Directed Benefits Account Management, 10+ years leading accounting management teams. . Degree: • Bachelor's degree in Business, Healthcare administration, Marketing, or related field . Certification: N/A . Skills & Abilities: • Ability to effectively delegate to keep team productive, with realist expectations on timelines needed to complete projects • Demonstrated ability to perform in complex situations • Demonstrated strong interpersonal skills• Experience presenting educational material or compelling story to direct reports and clients • 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
Compensation & Benefits
$153,000-$190,000 per year
