We’re looking for a strategic and analytical operator to join our GTM Data, Tool and Processes team as a GTM Business Value & Operations Analyst. In this hybrid role, you’ll be responsible for two interconnected areas:
- Delivering business value analyses that help prospects understand how Navan can drive cost savings and ROI
- Owning and optimizing the Opportunity-to-Order process in Salesforce to improve sales execution
Your work will focus on optimizing the process for analyzing prospect data to uncover value and savings opportunities, overseeing the development and delivery of business value assessments, owning and refining the Salesforce Opportunity-to-Order process, and identifying scalable process improvements to enhance sales efficiency. You’ll collaborate closely with Sales, RevOps, Finance, and Systems teams to translate data into actionable insights and build scalable processes that drive business impact.
What we’re looking for:
- Analyze prospective customers’ travel and expense data to identify opportunities for savings and value creation
- Build and evolve business value assessments that support strategic sales conversations
- Present insights directly to sales stakeholders, including managers, directors, and executives
- Develop compelling ROI storytelling that highlights the financial impact of Navan’s platform
- Own and improve the Salesforce Opportunity-to-Order workflow to ensure efficiency and data accuracy
- Identify and address CRM process gaps, implementing scalable and automated solutions
- Collaborate with Sales Ops, RevOps, and GTM Systems to align process improvements with GTM strategy
- Manage a backlog of internal process and data requests, translating business needs into system requirements
- Create documentation and best practices to drive adoption and consistency across sales teams
What you’ll do:
- 5–8 years of experience in business analysis, sales operations, or a strategic function
- Experience optimizing CRM workflows (preferably Salesforce) and enabling GTM teams
- Strong understanding of the Opportunity creation process within a CRM environment
- Strong analytical skills with high attention to detail
- Advanced spreadsheet skills (pivot tables, lookups, modeling)
- Proficiency in SQL and BI tools (Thoughtspot, Tableau, Snowflake, or similar)
- Strong presentation skills using Google Slides or PowerPoint
- Experience with Salesforce reporting and dashboard creation
- Excellent communication skills with the ability to present to executive audiences
- Strong problem-solving and project management capabilities
- Business acumen and a structured approach to solving complex problems
Preferred Qualifications:
- BS/MS in Finance, Economics, or Business Analytics field; MBA a plus
- Experience in B2B SaaS, Financial Services, Sales Strategy, or Consulting
- Background in process improvement, sales enablement, or RevOps
- Familiarity with process mapping and CRM automation tools
Top Skills
What the Team is Saying
What We Do
Navan is the leading all-in-one business travel and expense management solution 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.
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