Sr. Product Manager - Accountholder Experience

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Chicago, IL
7+ Years Experience
Fintech • Financial Services
Inspira Financial's innovative financial wellness solutions help people plan, save, and invest for today and tomorrow.
The Role

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.
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!

The Senior Product Manager - Accountholder Experience will be part of an innovative build team designing a state of the art, greenfield platform for our Health & Benefits customers. This role is responsible for leading the User Experience vision and delivery including generating actionable content, orchestrating teams, managing ambiguity and driving outcomes. This role is a trusted peer of a team of engineers, designers, architects and business leaders, with a single focus on developing a solution that delights and delivers value. Individuals that thrive in this role are self-motivated, highly organized, passionate about customer experience, prioritize autonomously, and collaborate in a fast-paced and deadline-driven environment. The Senior Product Manager will report to the Senior Director, Product Strategy.

  • Envisions and creates compelling account holder experiences, including but not limited to interactions online and mobile tools, IVR and customer service interactions, and promotional and/or educational content
  • Habitually conducts and/or participates in end user interviews, focus groups, user testing and rapid experimentation to ensure solutions are exceeding the needs of accountholders
  • Analyzes customer feedback, market trends, and competitor offerings to to shape long and short-term strategy while providing quick and clear value add to the business
  • Monitors product performance metrics and makes data-driven decisions to optimize user experience and business outcomes
  • Strong knowledge of software design principles
  • Collaborates with internal stakeholders, various business lines and Technology to elicit, analyze and understand needs, constraints, risks and alignment with organizational strategy and priorities
  • Works in partnership with the team and stakeholders to employ Agile methods, processes, tools and metrics to deliver value including ongoing product backlog refinement, product roadmaps and release planning
  • Engages and collaborates with the team to create and manage Agile artifacts (e.g. Product Roadmap, Backlog, Release Plan, Lessons Learned) and information needed for prioritization and decision-making
  • Regularly assesses features and costs to determine if and when to proceed with a product
  • Displays an eagerness to teach and help develop others professionally, and exhibit passion and excitement about work to inspire others
  • Other duties as assigned



  • 7-10 years of experience, preferably in a fast-paced technology environment
  • Bachelor's Degree in Finance, Economics, Business, Marketing, Design, Psychology or related field; Master's Degree preferred
  • Background in Health Care or start up strongly preferred
  • Proven track record of successfully launching and scaling products
  • Strong knowledge of software design principles
  • Ability to balance strategic thinking with hands-on execution
  • 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
  • Strategic, innovative, and creative thinker with a solid analytic foundation
  • Working knowledge of Agile practices such as iterative development, incremental delivery, backlog management, burn down metrics, velocity and task definition
  • Strong communication, facilitation and interpersonal skills to connect and engage with the team, facilitate discussions, advocate for the team, negotiate with the business, mentor team members, and resolve conflicts
  • Ability to handle multiple issues simultaneously and manage stressful situations
  • Demonstrated success in mentoring and developing junior product managers
  • Ability to provide and accept guidance and constructive feedback
  • Familiarity with HSA, FSA, HRA, JSA and COBRA products preferred
  • Desire for continuous improvement through learning and study of modern product management best practices, UX and user-centered design, and user research techniques
  • Ability to work occasional overtime
  • Prolonged periods of sitting at a desk and working on a computer


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 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
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What the Team is Saying

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The Company
Oak Brook, IL
1,378 Employees
Remote Workplace
Year Founded: 2000

What We Do

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.

Why Work With Us

At Inspira, you join a team of collaborative and approachable experts in a workplace where your unique talents and strengths are recognized and appreciated. We're searching for candidates who are just as excited to contribute to our clients' financial well-being as we are.

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Inspira Financial Offices

Remote Workspace

Employees work remotely.

Typical time on-site: None
Oak Brook, IL

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