Associate, Enterprise Customer Success - TripActions

As an Associate, Enterprise Customer Success, you will play a key role in supporting the operational success of one (or multiple) of Navan’s largest and most strategic enterprise clients. Working in close partnership with an Enterprise Customer Success Manager, you will help execute account strategy, act as a product expert, and collaborate cross-functionally to remove friction for client administrators and travelers. As a core member of the account team, you’ll gain hands-on exposure to enterprise relationship management, delivering data-driven insights and operational excellence to drive meaningful value for a key Navan partner. This is a high-impact role with direct influence on customer satisfaction, product adoption, and long-term retention. Designed as an apprenticeship-style opportunity, the role is intended to build the skills, experience, and visibility needed to grow into an Enterprise Customer Success Manager position.

What You’ll Do:

• Maintain a deep understanding of the Navan platform (Travel, Expense, and Card) to advise the client on features that solve their specific business challenges
• Partner closely with the Global CSM on account planning, helping to execute strategic initiatives, business reviews, and regional rollouts within the client’s organization
• Act as the primary operational liaison for technical inquiries, managing the bug tracking lifecycle to resolution and serving as the internal voice of the customer to expedite critical escalations.
• Drive operational rigor by managing administrative workflows and generating ad-hoc performance reports to ensure data integrity and resolve daily program bottlenecks.
• Analyze travel and expense data to identify spending trends, uncover cost-saving opportunities, and recommend areas for program optimization.
• Oversee internal account projects, ensuring all deliverables are high-quality and completed within established timelines.

What We’re Looking For:

• Bachelor’s degree or similar relevant working experience
• 2-3 years of full time work experience, preferably in a customer/client facing role
• Travel and/or Expense industry experience a plus
• Excellent project management and organizational skills, with the ability to manage multiple workstreams for a single large stakeholder
• Data-driven approach with the ability to analyze spreadsheets and present findings clearly
• Ability to prioritize tasks and initiatives in a fast-paced environment, as well as problem-solve under pressure
• Passion for deeply understanding a product in order to provide bespoke solutions for customers
• Attention to detail and excellent communication skills (written and verbal) are a must