Specialist, Expense Operations

Navan; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Navan Expense is growing its Operations team in Austin. We seek a detail-oriented professional with 1+ years of KYC/KYB compliance in fintech or travel, a strong customer focus, and the ability to collaborate across Product, Data, and Engineering to resolve escalations.

You will drive KPI achievement, identify operational improvements, and contribute to policy development while embracing change and driving automation where possible.

Qualifications

• 1+ years of KYC/KYB compliance within fintech or travel sectors.
• Strong analytical and problem-solving abilities.
• Excellent customer service and relationship-building skills.
• Highly organized with ability to prioritize and meet deadlines.
• Proven track record of meeting targets in a fast-growing environment.
• Process-driven mindset with willingness to automate and improve.
• Adaptable to change and able to work in a dynamic setting.
• Proficiency in Excel and Google Sheets; Salesforce experience is a plus.

Responsibilities

• Become an expert in product functionality and customer use cases.
• Collaborate with cross-functional teams to handle escalations.
• Meet productivity and quality KPIs, while identifying operational improvements.
• Escalate risks to leadership and provide solutions.
• Execute and evaluate processes, suggesting improvements for efficiency.
• Contribute to policy and procedure development and re-engineering.

Skills

KYC/KYB compliance

Critical thinker

Customer focus

Organized

Target-driven

Process automation

Adaptability

Excel

Google Sheets

Salesforce (plus)

Job description

Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders real-time spend visibility and control. Navan Expense provides employees with a refreshingly easy way to pay for what they need while giving finance leaders one easy place to control, manage, and track spend. With physical and virtual cards, smart policy management, and automated expense reports, Navan Expense streamlines the entire business spending process — driving cost-savings, productivity, and compliance.

Navan Expense Operations is growing! We are a compact yet dynamic team, dedicated to mutual support and collaboration. Positioned within an innovative company, we offer an excellent opportunity to embark on a rewarding journey. Our work directly contributes to enhancing the lives of our customers, making us a valuable and high impact team.

What You'll Do

• Become an expert in product functionality and customer use cases.
• Collaborate with cross-functional teams (Product, Data, Engineering, etc.) to handle escalations.
• Meet productivity and quality KPIs, while identifying areas for operational improvement.
• Escalate risks to leadership, offering subject matter expertise for solutions.
• Execute and evaluate processes, suggesting improvements for maximum efficiency.
• Contribute to the development and re-engineering of policies and procedures.

What We're Looking For

• 1+ years of KYC/KYB compliance within the fintech or travel sector
• Critical thinker, thinking outside of the box and pushing for resolutions
• Strong customer focus and relationship-building skills.
• Organized, able to prioritize and meet deadlines under pressure.
• Proven ability to meet targets in a high growth and high demand setting.
• Process driven, with a knack for automation and improvement.
• Able to embrace change with flexibility and agility in a continually changing environment
• Proficient in Excel and Google Sheets, with experience in process launch and maturity.
• Ownership mindset with problem-solving and cross-functional collaboration skills.
• Prior Salesforce experience a plus