Client Success Team Lead

Posted An Hour Ago
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Hiring Remotely in USA
Remote or Hybrid
120K-135K Annually
Senior level
Fintech • Information Technology • Payments • Productivity • Software • Travel • Automation
Travel & expense made easy.
The Role
Lead a team of Client Success Managers, ensuring client retention and strategic partnerships while managing a small portfolio. Drive performance through coaching and data-driven decisions using Salesforce.
Summary Generated by Built In

As Team Leader, within the North America Client Success team, you will be responsible for leading a team of Client Success Managers (CSM’s) while also managing a small portfolio. Your time will be split 75% leadership & team management, 25% client management, ensuring both high-level strategic oversight and hands-on client success delivery. 

You will act as a trusted advisor to your team, the clients you manage, and internal stakeholders across Navan’s global network. This role requires strong leadership, commercial acumen, and the ability to drive a high-performing team while maintaining direct client relationships. 

What You’ll Do:

  • Provide leadership and direction to an assigned team of Client Success Managers ensuring alignment with wider business strategies.
  • Be accountable for client retention across your team’s portfolio, embedding a 100% client retention mindset and ensuring strategic, long-term partnerships. 
  • Act as the voice of the customer, ensuring key insights and feedback are shared across the business to drive service innovation and client success strategies.
  • Inspire, coach, and develop your team, setting clear goals, performance metrics, and tracking success to ensure high standards of service and client engagement. 
  • Ensure Salesforce usage is maximised, enabling data-driven decision-making, pipeline tracking, and proactive client strategy development. 
  • Support CSM’s in navigating complex client relationships, contract negotiations, and identifying opportunities for growth. 
  • Promote a culture of collaboration, accountability, and continuous improvement, fostering an environment where the team thrives.
  • Act as the voice of the customer, ensuring key insights and feedback are shared across the business to drive service innovation and client success strategies.
  • Lead by example, demonstrating exceptional strategic thinking, commercial acumen, and client engagement. 
  • Lead, support and guide your team through the Migration from Reed & Mackay to Navan
  • Directly manage a portfolio of clients, serving as the primary strategic partner to ensure long-term success and growth. 
  • Develop and execute a tailored client strategy, ensuring alignment with business objectives and measurable success targets. 
  • Lead business reviews, contract renewals, and proactive engagement initiatives, ensuring maximum client satisfaction and retention.
  • Stay ahead of industry trends, providing expert consultation and innovative solutions that reinforce Navan’s position as a trusted strategic partner.

What We’re Looking For:  

  • Proven experience in managing clients within the corporate travel or professional services industry.
  • Previous experience coaching, leading or managing a team (direct or indirect leadership). 
  • A commercially focused approach, with the ability to drive revenue growth, profitability, and client contribution targets.
  • Exceptional leadership and coaching skills, inspiring your team to deliver at the highest level.
  • The ability to develop, track, and measure team effectiveness, using KPIs, performance metrics, and structured review processes. 
  • Strong strategic thinking, with the ability to balance big-picture leadership and hands-on client engagement. 
  • A deep understanding of the TMC landscape, corporate travel trends, and best practices.
  • Flexibility to work across time zones and travel as needed to support both client and team objectives.


       

The posted pay range represents the anticipated low and high end of the compensation for this position and is subject to change based on business need. To determine a successful candidate’s starting pay, we carefully consider a variety of factors, including primary work location, an evaluation of the candidate’s skills and experience, market demands, and internal parity.
For roles with on-target-earnings (OTE), the pay range includes both base salary and target incentive compensation. Target incentive compensation for some roles may include a ramping draw period. Compensation is higher for those who exceed targets. Candidates may receive more information from the recruiter.
Pay Range
$120,000$135,000 USD

What the Team is Saying

Brian Guimond
Adamas Victória Cavalcante Robitz
Bastian Martino
Charlotte Delafosse
Adamas Victória Cavalcante Robitz
Daniella Schuh
Alice Rao-Wyckoff
Mily O Loughlin
Anna
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Henry Statfeld
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The Company
HQ: Palo Alto, CA
3,300 Employees
Year Founded: 2015

What We Do

Navan (Nasdaq: NAVN) is the leading all-in-one business travel, payments, and expense management platform that makes travel easy for frequent travelers. From finding flights and hotels to automating expense reconciliation, with 24/7 support along the way, Navan delivers an intuitive experience travelers love and finance teams rely on. See how Navan customers benefit and learn more at navan.com.

Why Work With Us

At Navan, we’re never satisfied with the status quo, and we know breakthrough ideas come from diverse perspectives. We are committed to cultivating a workplace that reflects the diversity of the customers we serve while fostering leadership and innovation.

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Navan Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

In-person connections is the foundation of Navan, the connections forged through face-to-face interactions improve company culture and what we can achieve together. We operate on a hybrid working model, which we define as four days a week in-office.

Typical time on-site: 4 days a week
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