Onboarding/Implementation Specialist

Nava Benefits; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

Nava Benefits is seeking an Onboarding Specialist to lead client onboarding processes. This hands-on, client-facing role emphasizes organization, communication, and attention to detail in a structured environment. Ideal candidates will thrive in coordinating plans, managing systems, and ensuring client satisfaction from day one.

Benefits

Medical insurance with $0 premium HDHP plan

401(k) with a $2,000 match

Flexible PTO and 12 weeks of paid parental leave

Home office setup stipend

Access to Employee Assistance Program (EAP)

Qualifications

• 1–3 years of experience in an operational, onboarding, or implementation-focused role.
• Excellent organizational skills and attention to detail.
• Strong communication skills – written, verbal, and interpersonal.

Responsibilities

• Drive the client onboarding process from kickoff to go-live.
• Lead internal coordination across teams.
• Build and manage onboarding plans in Notion or similar.

Skills

Organizational Skills

Communication

Detail Orientation

Client Relations

Problem Solving

Tools

Salesforce

Google Workspace

Excel/Sheets

Job description

Who we are

Nava Benefits is a modern benefits brokerage on a mission to make great benefits easy. We’re led by a calling that’s focused on more than maximizing profits: bringing high-quality, affordable healthcare to all Americans. Starting with a focus on employers, our approach combines deep industry expertise and tech-forward innovation with an ultimate goal to #fixhealthcare.

Launched by seasoned co-founders, we're a cross-functional, passionate group of experts and disruptors of the system intent on combating the rising cost and lack of accessibility of American healthcare while also building the industry's most diverse and dynamic place to work.Our proprietary platform streamlines renewals, benefits administration, eligibility audits, and ongoing account management, giving clients a smarter, more transparent experience.

We’re growing quickly and looking for sharp, execution-driven teammates to turn onboarding into a repeatable engine: high-touch, high-trust, and distinctly Nava.

Onboarding at Nava: The Role

The Onboarding team sits on the front lines of our mission, helping clients go live with confidence and clarity while setting them up for long-term success. It’s where we build trust, deliver early wins, and lay the operational foundation for everything that follows. Our team works across tools, teams, and systems to bring each client online with speed and precision.

As an Onboarding Specialist, you’ll lead each client through this journey: managing timelines, collecting and validating data, configuring systems, and coordinating with teams across Nava to ensure a smooth, high-quality launch. This is a hands-on, client-facing role for someone who thrives in structured environments, sweats the details, and earns trust through clarity, consistency, and thoughtful execution.

You’ll also bridge the gap between inputs and outcomes, explaining each request in context and showing how it fuels the workflows and automations that power Nava’s platform

Our Onboarding Philosophy Is Grounded In Four Core Principles

• Time to Launch – Deliver early, visible wins that build momentum and trust within the first 30 days.
• Data Integrity – Ensure every system is accurate, reconciled, and client-ready from Day 1.
• Client Trust – Help clients what we’re asking for, why it matters, and how it powers what comes next.
• Smooth Transitions–Set client teams up for long-term success through clean, well-documented handoffs.

ResponsibilitiesOnboarding Execution

Drive the client onboarding process from kickoff to go-live—ensuring timelines stay tight, deliverables are clear, and clients feel momentum from day one.

• Lead internal coordination across Sales, Client Management, Audit, and Ben Admin teams.
• Build and manage onboarding plans in Notion (or similar tools), tracking progress and owners.
• Host “go-live” sessions to walk clients through Nava’s platform and next steps.
• Proactively identify and resolve blockers to keep the process on track.

Data + Systems Ownership

Build the operational foundation that powers everything—ensuring data and system readiness from Day 1.

• Collect, validate, and organize key client data.
• Maintain accurate onboarding records and documentation across tools.
• Monitor for data gaps or access issues; troubleshoot independently and escalate when needed.
• Recommend process or tooling improvements that tighten execution and reduce manual work.

Client Communication

Deliver a high-touch, high-trust experience through clarity, transparency, and strong project leadership.

• Communicate the “why” behind every request—clearly, calmly, and credibly.
• Host kickoff calls that align expectations, explain timelines, and reinforce value.
• Provide regular status updates, surface risks early, and guide clients through decision points.
• Build confidence by anticipating needs and navigating challenges with composure.

What you’ll bring

We're seeking an accomplished professional with a proven track record as a onboarding specialist and a passion for innovation and collaboration. Specifically:

• 1–3 years of experience in an operational, onboarding, or implementation-focused role
• Excellent organizational skills and attention to detail
• Strong communication skills — written, verbal, and interpersonal
• Comfortable working in client-facing settings with a focus on clarity, responsiveness, and professionalism
• Ability to learn new systems quickly and adapt to evolving processes
• A bias toward action and a commitment to high-quality execution

Nice to Haves

• Data Fluency – Experience working with sensitive or structured data—ideally in operational, healthcare, financial, or education environments.
• Domain Familiarity – Exposure to benefits, payroll, or HR systems like ADP, Rippling, Workday, or Employee Navigator.
• High-Stakes Coordination – Background in roles where precision and follow-through matter—whether in client operations, DTC fulfillment, school systems, or nonprofit logistics.
• Systems Thinking – A knack for turning complexity into clarity—building guides, templates, or checklists that make processes repeatable and human-friendly.

Tooling Proficiency

• Must-use tools: Salesforce, Google Workspace, Excel/Sheets.
• Bonus familiarity: Retool, CRMs, lightweight scripting platforms (e.g., Lovable, Replit, Bolt).

Why Nava?

• Mission-driven team focused on fixing a broken healthcare system
• Fast-growing company with opportunities for advancement and ownership
• Fully remote by design, with intentional investments in in-person collaboration
• Smart, kind teammates who take the work seriously but not themselves

Working at Nava

As a remote-first company, Nava is committed to building a dynamic and inclusive culture where you have the autonomy to thrive. You’ll be supported by cutting-edge technology, a collaborative team, and a shared mission to revolutionize healthcare.

Benefits

• Health & Wellness:Medical insurance, including a $0 premium HDHP plan for individuals, Dental, Vision, Telehealth and Virtual Primary Care Visits, OneMedical membership, Wellhub, and a $50 monthly benefit to improve your mental or physical health.
• Financial Support:Stock options, 401(k) with a $2,000 match, FSA, HSA, and access to Origin Financial.
• Work-Life:Flexible PTO, 12 weeks of paid parental leave with 2 weeks of transition time, $50 monthly connectivity reimbursement, and company-paid short-term disability, long-term disability, and life insurance, with additional voluntary benefits like supplemental life, AD&D, hospital indemnity, accident, and critical illness coverage.
• Professional Support:$1,000 home office setup stipend and access to an Employee Assistance Program (EAP)

Candidates from all backgrounds are encouraged to apply. We believe that solving America's healthcare problem requires leveraging America's greatest strength: our diversity. Healthcare affects everyone – and a team that includes people from all backgrounds and walks of life will be more effective at driving change than a homogeneous one. We are excited to build that kind of team at Nava.