Strategy Analyst, Account Management

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