Onboarding/Implementation Specialist

Summary

Join Nava Benefits, a modern benefits brokerage, as an Onboarding Specialist and play a crucial role in helping clients launch with confidence and clarity. You will lead clients through the onboarding process, managing timelines, collecting data, configuring systems, and coordinating with internal teams. This hands-on, client-facing role requires strong organizational skills, attention to detail, and excellent communication. You will build trust, deliver early wins, and lay the operational foundation for long-term client success. The ideal candidate has 1–3 years of experience in a similar role and a passion for innovation and collaboration. Nava offers a mission-driven environment, opportunities for advancement, and a fully remote work model.

Requirements

• 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

Responsibilities

• 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

Preferred Qualifications

• Data Fluency – Experience working with sensitive or structured data—ideally in operational, healthcare, financial, or education environments
• Domain Familiarity – Exposure to benefits, payroll, or HR systems like ADP, Rippling, Workday, or Employee Navigator
• High-Stakes Coordination – Background in roles where precision and follow-through matter—whether in client operations, DTC fulfillment, school systems, or nonprofit logistics
• Systems Thinking – A knack for turning complexity into clarity—building guides, templates, or checklists that make processes repeatable and human-friendly
• Bonus familiarity: Retool, CRMs, lightweight scripting platforms (e.g., Lovable, Replit, Bolt)

Benefits

• Medical insurance, including a $0 premium HDHP plan for individuals, Dental, Vision, Telehealth and Virtual Primary Care Visits, OneMedical membership, Wellhub, and a $50 monthly benefit to improve your mental or physical health
• Stock options, 401(k) with a $2,000 match, FSA, HSA, and access to Origin Financial
• Flexible PTO, 12 weeks of paid parental leave with 2 weeks of transition time, $50 monthly connectivity reimbursement, and company-paid short-term disability, long-term disability, and life insurance, with additional voluntary benefits like supplemental life, AD&D, hospital indemnity, accident, and critical illness coverage
• $1,000 home office setup stipend and access to an Employee Assistance Program (EAP)