Lead end-to-end migrations of strategic enterprise clients from Reed & Mackay to Navan Premier, managing discovery, data migration, training, and go-live while serving as trusted advisor to senior stakeholders. Requires 4+ years in enterprise SaaS or corporate travel program management plus expense/fintech exposure.
98k – 170k/yr
On-site4+ YOECustomer Success
About the role
What You'll Do
Client Advisory & Strategic Onboarding
End-to-End Ownership: Lead complex, high-touch migrations from Reed & Mackay to Navan Premier, managing all workstreams, project plans, and timelines from kickoff to go-live.
Stakeholder Management: Serve as a trusted advisor to senior stakeholders (travel managers, CFOs, procurement), maintaining high-quality communication and holding executive presence.
Discovery & Workflows: Lead the discovery process to map legacy Reed & Mackay policies, workflows, preferred suppliers, reporting, and duty of care requirements into equivalent Navan solutions.
Pre-Engagement Support: Identify and partner with the Sales team on pre-engagement opportunities and RFP responses.
Cross-Functional Collaboration: Partner with Solutions Engineering, Product, Operations, Travel Experience/Support, Consulting & Supply, and Customer Success to resolve migration-specific complexities.
Product Advocacy: Translate customer pain points and system gaps into actionable feedback to influence Navan’s product roadmap.
Issue Escalation: Assist customers in quickly identifying potential technical risks and escalate them appropriately to ensure a seamless onboarding window.
Payment & Expense Expertise is a must
Change Management & Process Optimization
Tailored Training: Design, develop, and deliver comprehensive change management and training programs (including written/video collateral, standard operating procedures, and remote/on-site training) to drive rapid end-user adoption.
Playbook Development: Capture insights from each migration to continuously optimize process efficiency, build out work instructions, and scale the Navan Premier playbook.
What We're Looking For
Domain & Industry Expertise
4+ years in enterprise SaaS implementation, account management, project management, or corporate travel program management.
Deep familiarity with corporate travel programs, including policy configuration, traveler profiles, approval workflows, reporting, and duty of care.
Direct experience implementing or administering expense programs and/or corporate card programs.
Understanding of month-end close processes, ideally with cloud-based ERPs (e.g., NetSuite, Sage Intacct, QuickBooks Online).
Skills & Attributes
A hyper-effective project manager who can dive into the weeds of complex data migration while remaining connected to macro business strategies.
A natural, inquisitive problem solver who uncovers solutions to suit client needs.
Exceptional oral, written, and presentation skills; an ability to capture attention and explain complex technical concepts simply to diverse audiences.
Experience with Salesforce, Jira, or similar project management and CRM platforms is a plus.
Willing and able to travel both domestically and internationally to visit customers and prospects (25%).
Skills
SalesforceJiraNetSuiteSage IntacctQuickbooks OnlineProject ManagementCorporate Travel Program ManagementExpense Program ImplementationCorporate Card ProgramsSaas Implementation
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