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Specialist, Expense Operations

Role overview

Qualifications

  • 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

Responsibilities

  • 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
  • Execute and evaluate processes, suggesting improvements for maximum efficiency

Key facts

  • Remote from: Texas (USA)
  • Full time
  • Junior (1-2 years)
  • English

Other skills

  • Microsoft Excel
  • Google Sheets
  • Relationship Building
  • Critical Thinking
  • Prioritization
  • Ability To Meet Deadlines
  • Physical Flexibility
  • Problem Solving
  • Collaboration

About the company

TripActions logo

TripActions

Computer Software / SaaS

Navan is the all-in-one solution that makes travel easy so you can focus on being there, not getting there. Say goodbye to spending hours on the phone trying to change your flight or saving stacks of receipts to manually input expenses. From EAs and finance teams to travel managers and employees, Navan empowers people to focus on the things that matter most to them β€” all while providing companies with real-time visibility, savings, and control.

Company details

Company typeLarge
IndustryComputer Software / SaaS
Company size1001 - 5000

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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 β€” 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

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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