Customer Success Manager, Specialist

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As a Customer Success Specialist you will deliver “Accelerators” to TripActions customers. “Accelerators” are specialized engagements designed to help customers get started and get more value from their investment in TripActions. 

You will be responsible for delivering Accelerators covering topics such as launching TripActions, policy configuration, Duty of Care, change management, inventory and user adoption.

Your goal is to demonstrate clear, quantifiable value to the customer as described in each Specialist engagement agreement and earn strong CSAT reviews from your customers.

Our Customer Success team is located at our HQ in Palo Alto and New York City. There's also flexibility for this person to work in our SF office after ramp up.

RESPONSIBILITIES

  • Deliver Launch and Technical Integrations Accelerators and achieve high customer satisfaction.
  • Major in 1-2 TripActions business topics and minor in 1-2 TripActions business topics. Invest in personal development and training.
  • Analyze customer goals and health to drive solutions for their Accelerator (for example: review configurations, spend, travel patterns and produce analysis + prescribed recommendations to improve)
  • Quantify and present value for customer to conclude the engagement plus recommendations for ongoing success
  • Earn strong CSAT reviews from your customers (specific thresholds vary by engagements)
  • Partner with the customer to identify future opportunities for Accelerators to drive further value to both the customer and TripActions
  • Work collaboratively with your teammates to improve upon our existing approaches to customer engagement and additional engagements we can build

Eligibility Requirements: 

  • Bachelor’s degree
  • 2+ years of experience in Customer Success, Professional Services, Account Management, or related customer-facing position within a rapidly growing SaaS company
  • Proven track record of delivering consulting engagements or managing a portfolio of customers
  • Excellent project management and organizational skills
  • Data-driven approach to continuously drive additional efficiencies, internally and for customers
  • Ability to understand customer’s goal and connect them to TripActions solutions
  • Strong relationship and rapport building skills
  • Attention to detail and excellent communication skills are a must
  • Passion for travel and focusing on the customer experience
  • High energy, go-getter with fresh ideas who takes the initiative to get things done
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
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Location

181 Fremont St. 23rd Floor , San Francisco, CA 94105

An Insider's view of Navan

What are some social events your company does?

It’s may sound cliche, but Navan’s sales culture is ‘work hard, play hard’. Navan knows how to have fun and build an awesome culture. It's beyond your usual happy hours; I’m talking about incredible trips, gourmet handrolls, and lots of dogs! It’s safe to say I’ve met my best friends at Navan.

Nathaniel

Mid-Market Account Executive

How do you collaborate with other teams in the company?

The culture here promotes direct communication and mutual trust, fostering cross-functional collaboration among talented and driven coworkers. Our clear business goals empower us to work together and constantly challenge each other to raise the bar and deliver the best platform, experience, and partnership for our customers.

Jordan

Regional Director, Mid-Market Expense Sales

How has your career grown since starting at the company?

I've had the pleasure of sitting in 8+ roles here at Navan over the last 5 years (SDR to Regional Director). Being at a business with lofty goals and a "failure isn't an option" mentality opens the door to expedite career progression, constant new opportunities and projects, and the ability to learn from a one-of-a-kind leadership team.

Anna

Regional Director, Enterprise Expense Sales

What are Navan Perks + Benefits

Navan Benefits Overview

Our Benefits

We realize benefits are important as they support keeping you at your best at all times. Our benefits are here for you if you get sick or hurt, help you save for now and later, encourage you to take time off work and travel, and provide perks specific to being a Navan employee both in and out of the office.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee resource groups
Employee-led culture committees
Hybrid work model
In-person all-hands meetings
President's club
Employee awards
Diversity
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
Company equity
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid holidays
Paid sick days
Flexible time off
Floating holidays
Bereavement leave benefits
Company-wide vacation
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Onsite office parking
Pet friendly
Relocation assistance
Home-office stipend for remote employees
Mother's room
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Personal development training

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