Strategy Analyst, Account Management

Posted 2 Days Ago
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New York, NY
Hybrid
92K-145K Annually
Mid level
Fintech • Information Technology • Payments • Productivity • Software • Travel • Automation
Travel & expense made easy.
The Role
The Strategy Analyst will drive client value by leveraging data and analytics, support Account Management initiatives, build custom reports, and ensure data integrity. This role involves direct client interaction and collaboration with cross-functional teams to achieve business goals.
Summary Generated by Built In

As Strategy Analyst, Account Management, you will play a key role in driving client value and growing Navan’s revenue by leveraging data and analytics. 

This is a client facing role - you will meet directly with clients to deliver and articulate value through data and analytics.  You will work closely with cross-functional partners at Navan including Product, Data and Sales, to define and evolve how we leverage data and analytics to deliver value to clients, drive revenue growth for Navan, and make strategic business decisions.

The ideal candidate will have a highly-consultative mindset, and will be proficient in using modern business reporting tools and data analysis techniques. This is a hands-on role where your ability to leverage data for reporting metrics and business insights will have a direct impact on both our clients, and our own success.

We’re looking for someone who is extremely driven, curious, independent, knowledgeable about data, and able to ‘connect the dots’ and use data to diagnose and solve business problems.  You will use your data skills and business mindset to drive the business forward. 

What You'll Do

  • Support strategic Account Management initiatives with data and analytics; initiatives may be both client-facing and non-client facing, including: bringing to market new products, drive client adoption; improving time to implement new clients, etc.
  • Meet with clients to understand their reporting needs, to build custom dashboards for them within our Product’s ‘advanced analytics’ section; and to train them to be self sufficient / DIY in building future custom reports
  • Define our template and process for “Client Business Value Assessments” - (C-BVAs) wherein we analyze and articulate savings driven by Navan using client-specific data comparing Navan versus the next best alternative (prior TMC, unmanaged, etc); build and deliver C-BVAs as needed, alongside account managers. 
  • Support delivery of client Executive Business Reviews (EBRs) by building dashboards to make EBR creation easy and seamless; and by diving deeply into data to refine the template over time. 
  • Collaborate with Finance, Product, Data and RevOps teams to ensure that data solutions align with business needs, providing accurate and reliable insights.
  • Help ensure data integrity and accuracy through continuous validation and improvement of data sources and processes.

What We're Looking For

  • 2+ years of experience in a consulting role where you have demonstrable experience defining and solving business problems, by leveraging data and analysis OR 2+ years of sales engineering experience at a leading business intelligence/reporting company
  • Strong proficiency in financial modeling, data visualization, and building reports in common reporting tools (e.g., Tableau, Looker, ThoughtSpot, Power BI) 
  • Demonstrated ability for client enablement and training, including being able to simplify and present complex data concepts or a non-technical audience
  • Exceptional organizational and project management skills with a proven track record of managing high-volume, concurrent client deliverables independently
  • Hands-on experience working with data models and reporting systems, with a strong attention to detail and data accuracy
  • Excellent communication skills and natural ability to build trust with internal and external stakeholders; must also be a collaborative team player
  • Strong business acumen and a clear ability to connect data analysis with broader business goals
  • Excellent problem-solving skills and a proactive approach to identifying data-driven solutions
  • Drive, grit and an innate mindset of accountability and ownership
  • Experience with SQL or similar data querying languages (Snowflake, dbt, and Python experience) is a plus, not required
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
$92,000$145,000 USD

Top Skills

Dbt
Looker
Power BI
Python
Snowflake
SQL
Tableau
Thoughtspot

What the Team is Saying

Anna
Roshni
Brian
 Adamas Victória
Jordan
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The Company
HQ: Palo Alto, CA
3,300 Employees
Year Founded: 2015

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.

Typical time on-site: 4 days a week
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