Onboarding Implementation Specialist, Nava

• 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
• We're seeking an accomplished professional with a proven track record as a onboarding specialist and a passion for innovation and collaboration
• 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
• Must-use tools: Salesforce, Google Workspace, Excel/Sheets
• Bonus familiarity: Retool, CRMs, lightweight scripting platforms (e.g., Lovable, Replit, Bolt)

Desirable

• 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
• 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
• 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
• 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
• 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
• 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