Best suited to mid-level professionals with enterprise SaaS implementation experience and deep corporate travel domain knowledge, requiring 25% travel.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Navan
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%).
Source: Navan careers