Client Engagement Manager

Navan (fka TripActions) Logo

Navan (fka TripActions)

💵 $63k-$110k
📍Remote - United States

Summary

Join our US Events team as a Client Engagement Manager and ensure a smooth onboarding experience for new clients. This high-touch role focuses on providing responsive support and building strong client relationships. You will be the primary point of contact for new clients, guiding them through the onboarding process and acting as a trusted partner. Responsibilities include coordinating project handovers, hosting kickoff calls, and providing ongoing support. Success in this role requires strong communication, organization, and problem-solving skills. The ideal candidate will have experience in client-facing roles, ideally within events, travel, or professional services. Occasional travel may be required.

Requirements

  • 4–5 years in a client-facing, onboarding, or customer success role—ideally in events, travel, or professional services
  • A people-first mindset with a genuine passion for helping others succeed
  • Strong written and verbal communication skills
  • Highly organized with the ability to manage multiple moving parts and priorities
  • Comfortable working independently in a remote environment

Responsibilities

  • Guide new clients through the onboarding process, ensuring a smooth setup and clear expectations
  • Act as the main point of contact during onboarding, answering questions and aligning internal teams on client needs
  • Coordinate project handovers from Sales to Operations with clarity and attention to detail
  • Host client kickoff calls and support documentation efforts to ensure all stakeholders are aligned
  • Provide responsive, solution-oriented support for inbound client requests or concerns—especially prior to handoff to the operational delivery team
  • Foster trusted client relationships by being approachable, dependable, and proactive
  • Troubleshoot issues or escalate to the appropriate internal teams while ensuring the client feels supported
  • Stay informed about client history and preferences to maintain continuity across engagements
  • Partner closely with Sales, Operations, and Leadership to maintain a cohesive client journey
  • Keep CRM and internal systems updated with key onboarding and client engagement milestones
  • Participate in team meetings and feedback loops to continuously improve the client experience
  • Follow established procedures and client onboarding frameworks, offering suggestions for improvement where needed
  • Support the company’s commitment to compliance and certification standards

Preferred Qualifications

  • Familiarity with tools like Salesforce, Cvent, and Google/Microsoft Suites is a plus
  • Occasional travel for team meetings or industry events may be required

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