The Role
You'll be the face of Navan for our most strategic Premier clients during the most critical moment of their journey — the transition from Reed & Mackay to Navan. You'll bring deep expertise in enterprise travel program management, a consultative mindset, and the ability to earn trust fast with sophisticated buyers.
You'll own the end-to-end migration experience: from discovery and data migration through go-live and early adoption — ensuring every client launches with confidence and immediately feels the Navan difference. This role is a rare opportunity to become the subject matter expert on one of our most strategic migration paths, helping to shape our playbook and influence product design.
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.
- Technical Integration & Cross-Functional Alignment
- 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
- Experience: 4+ years in enterprise SaaS implementation, account management, project management, or corporate travel program management.
- Travel Domain Knowledge: Deep familiarity with corporate travel programs, including policy configuration, traveler profiles, approval workflows, reporting, and duty of care.
- Expense & FinTech Exposure: Direct experience implementing or administering expense programs and/or corporate card programs.
- Financial Systems: Understanding of month-end close processes, ideally with cloud-based ERPs (e.g., NetSuite, Sage Intacct, QuickBooks Online).
- Skills & Attributes
- Execution & Drive: A hyper-effective project manager who can dive into the weeds of complex data migration while remaining connected to macro business strategies.
- Problem Solving: A natural, inquisitive problem solver who uncovers solutions to suit client needs. .
- Communication: Exceptional oral, written, and presentation skills; an ability to capture attention and explain complex technical concepts simply to diverse audiences.
- Tools: Experience with Salesforce, Jira, or similar project management and CRM platforms is a plus.
- Travel: Willing and able to travel both domestically and internationally to visit customers and prospects (25%).
