Naviant

Role Description Are you ready to grow strategic healthcare accounts by building trusted relationships, uncovering new opportunities, and delivering impactful solutions? We’re looking for a seasoned and consultative Strategic Account Manager, Healthcare , who brings experience selling professional services and technology solutions to healthcare providers, health systems, and healthcare organizations. This individual excels at building executive relationships, uncovering business challenges, and aligning solutions that drive operational, financial, and patient care outcomes. You will play a critical role in expanding strategic accounts, developing new business opportunities, and serving as a trusted advisor to healthcare leaders navigating digital transformation initiatives. If you are energized by complex sales cycles, executive-level conversations, and helping healthcare organizations solve meaningful business challenges, this is the role for you. Performance Objectives – What You Will Accomplish - First 30 Days: Getting Grounded - Develop a deep understanding of Naviant’s healthcare solutions portfolio, value proposition, target markets, and go-to-market strategy. - Gain familiarity with key healthcare use cases, industry trends, regulatory considerations, and operational challenges impacting healthcare provider organizations. - Build relationships with internal stakeholders, including Customer Success Advisors, Marketing, Pre-Sales, Delivery, and Executive Leadership teams. - Establish working relationships with strategic channel partners, including Hyland, UiPath, and ABBYY, and understand their role within healthcare solution delivery. - Review active accounts, market opportunities, and territory plans to identify growth opportunities and strategic priorities. - Taking Ownership - Leverage healthcare industry knowledge and consultative selling techniques to engage prospective and existing customers in strategic business discussions. - Begin leading discovery conversations focused on understanding operational challenges, organizational priorities, and transformation initiatives. - Develop and execute territory and account growth strategies designed to build a qualified pipeline and expand existing customer relationships. - Collaborate with channel partners and internal subject matter experts to identify, shape, and advance opportunities. - Maintain accurate opportunity management, forecasting, and account planning activities within Salesforce. - At 90 Days and Beyond: Driving Impact - Independently lead complex sales opportunities from discovery through proposal development, negotiation, and close. - Serve as a trusted advisor to healthcare executives and operational leaders by aligning Naviant solutions with strategic business objectives. - Build and maintain executive relationships across key accounts to identify expansion opportunities and support long-term account growth. - Consistently achieve sales performance objectives through disciplined pipeline management, strategic account planning, and consultative engagement. - Collaborate across internal teams and partner ecosystems to deliver exceptional customer experiences and successful business outcomes. Qualifications - Demonstrated success selling professional services, technology solutions, or consulting engagements within healthcare organizations. - Skilled at navigating complex buying processes, building executive relationships, identifying business drivers, and developing account growth strategies that deliver measurable business value. - Combines a strong understanding of healthcare operations, industry trends, and provider challenges with a consultative, advisor-oriented sales approach. - Excels at uncovering organizational needs, leading meaningful discovery conversations, and aligning solutions with operational, financial, compliance, and patient care objectives. - Effectively manages complex opportunities through extended sales cycles while maintaining accurate forecasting, pipeline management, account planning, and CRM discipline. - Communicates complex solutions clearly and confidently to executive, operational, and technical audiences. - Builds trust and credibility through active listening, professionalism, and strong interpersonal skills. Requirements - Strong organization, prioritization, and follow-through to drive consistent sales performance. - Resilience, adaptability, and emotional intelligence while collaborating effectively across internal teams and customer organizations to foster long-term partnerships. Benefits - Comprehensive Health, Dental, & Vision Insurance - Employer Paid Disability & Life Coverage - 401k & Match Program - Generous Paid Time Off - Flex Spending Plans & Dependent Care - Monthly Home Office Allowance - Volunteer Time Off - Charitable Giving Program - Lifestyle Spending Account - Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more!

Role Description Are you ready to help teams stay aligned, organized, and moving forward across complex customer engagements? We are seeking a highly organized, detail-oriented Engagement Coordinator to support the successful execution of customer engagements across a variety of projects, upgrades, and delivery initiatives. This role plays a critical part in maintaining operational consistency, supporting engagement teams, and ensuring projects remain aligned, organized, and progressing effectively. As a key support partner to Engagement Managers and project leads, you will: - Coordinate day-to-day project activities. - Maintain documentation and reporting. - Support engagement operations. - Help ensure delivery standards are consistently followed across initiatives. Success in this role is driven by strong organization, proactive communication, attention to detail, and the ability to manage multiple priorities while contributing to a collaborative, fast-paced delivery environment. Performance Objectives – What You Will Accomplish - First 30 Days: Getting Grounded - Develop a strong understanding of Naviant’s engagement processes, delivery standards, project workflows, and coordination responsibilities across projects and delivery initiatives. - Build relationships with Engagement Managers, project leads, technical teams, operations, and other internal stakeholders. - Learn active projects, documentation standards, reporting expectations, and the project management and CRM tools used to support engagement execution and tracking. - Establish credibility through strong organization, responsiveness, communication, and attention to detail. - Within 60 Days: Taking Ownership - Begin independently supporting multiple projects, technology upgrades, and engagement initiatives across assigned teams. - Coordinate schedules, task tracking, documentation, reporting, system updates, and meeting logistics to support delivery execution. - Track progress against timelines, scope, milestones, and deliverables while proactively identifying and escalating risks or blockers. - Support engagement teams by reinforcing processes and standards, maintaining alignment, and reducing administrative burden across delivery activities. - Provide clear, timely communication and reporting to internal stakeholders and engagement leadership. - At 90 Days and Beyond: Driving Impact - Consistently support successful execution across multiple concurrent projects and engagement initiatives while maintaining strong organization, delivery consistency, and operational alignment. - Serve as a reliable coordination partner to Engagement Managers, project leads, and cross-functional teams across ongoing projects and larger programs. - Drive accountability across task tracking, reporting, documentation, scheduling, financial coordination, and engagement support activities. - Support engagement health by proactively identifying risks, escalating concerns appropriately, and helping teams maintain momentum and progress. - Contribute to operational excellence and continuous improvement through process consistency, collaboration, and knowledge sharing across the Engagements organization. Qualifications - Experience supporting multiple projects, upgrades, or engagement initiatives within fast-paced environments. - Skilled in coordinating schedules, documentation, task tracking, reporting, and project workflows while maintaining strong organization and attention to detail. - Able to manage multiple priorities and proactively identify risks or issues that may impact delivery. - Experience supporting engagement operations through accurate documentation, reporting, system updates, and administrative coordination. - Comfortable working within project management, CRM, and reporting tools to support delivery execution, tracking, and operational consistency. - Demonstrates strong organizational and time management skills across multiple concurrent activities. - Communicates clearly, professionally, and proactively with internal stakeholders, engagement leadership, and project teams. - Skilled at facilitating meetings, capturing action items, providing status updates, and escalating concerns in a timely and organized manner. - Works effectively across Engagement Managers, project leads, technical teams, operations, and peers to support successful engagement outcomes. - Brings a proactive, coachable, and solutions-oriented mindset focused on improving processes, organization, and team effectiveness. Benefits - Comprehensive Health, Dental, & Vision Insurance - Employer Paid Disability & Life Coverage - 401k & Match Program - Generous Paid Time Off - Flex Spending Plans & Dependent Care - Monthly Home Office Allowance - Volunteer Time Off - Charitable Giving Program - Lifestyle Spending Account - Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more!

Role Description Are you ready to help develop Naviant’s technical future and lead its evolution from traditional content management to a modern, AI-first agentic automation firm? We are seeking a strategic, execution-focused VP of Technology and Solutions to help develop and lead Naviant’s technical future, driving the transition from traditional content management to a modern, AI-first agentic automation firm. This high-impact role balances visionary leadership with the operational discipline required to scale a world-class professional services organization while delivering measurable customer outcomes. As the senior-most technical leader, you will: - Help define, advance, and govern the strategy behind our digital and agentic transformation offerings. - Oversee and develop all architects and developers. - Ensure consistent, scalable, high-quality solution delivery across all platforms. - Establish a rigorous, standardized approach to solution design, development, and delivery. - Provide technical oversight in presales to ensure successful customer outcomes. - Drive organizational alignment, quality, and measurable impact while leading the growth and success of the entire technical team. Success in this role is driven by the ability to create technical clarity, consistency, and leverage at scale, reducing solution risk, accelerating delivery confidence, and strengthening Naviant’s position as a trusted leader in intelligent automation and agentic AI solutions. Qualifications - Demonstrated ability to define, govern, and scale technology strategy across agentic AI, automation/RPA, analytics, ECM, and IDP. - Experience evaluating platforms and architecture using a standardized, evidence-based approach. - Strong track record implementing “configuration as code,” including version control and standardized approaches for legacy and low-code platforms. - Hands-on presales experience across discovery, solutioning, estimation, and deal review. - Extensive experience leading architecture, development, and analytics in consultative, services-led environments. - Strong history of building, mentoring, and scaling high-performing teams of architects and developers. Requirements - Develop a comprehensive understanding of Naviant’s current technology landscape, delivery model, and solution portfolio. - Build strong relationships with executive leadership, sales, delivery, and technical teams. - Assess current SDLC practices, tooling, and governance to identify gaps and opportunities. - Review active implementations and presales opportunities to understand current state and risk areas. - Establish credibility as the senior technical leader across delivery and presales. - Define and begin socializing a forward-looking technology strategy aligned to Naviant’s AI-first, agentic automation vision. - Outline a standardized approach to solution architecture, development, and delivery. - Prioritize and initiate improvements to SDLC, governance, and delivery consistency. - Introduce initial DevSecOps and CI/CD opportunities where applicable. - Implement early “configuration as code” practices for legacy and platform-based solutions. - Strengthen presales technical rigor by participating in discovery, solutioning, estimation, and deal validation. - Evaluate and begin aligning team structure, capacity, and skill sets to future-state needs. - Execute and scale the standardized technology strategy across AI, automation, ECM, IDP, and analytics solutions. - Establish and enforce a modern, governed SDLC with consistent practices across delivery teams. - Drive structured R&D and innovation initiatives aligned to business priorities. - Operationalize resource capacity planning and alignment across technical teams. - Address delivery risks, escalations, and quality inconsistencies with clear accountability. - Take full ownership of technical strategy, presales alignment, and solution delivery outcomes. - Deliver measurable improvements in delivery quality, efficiency, and customer value. - Build and lead a high-performing technical organization with clear development pathways. - Foster a culture of craftsmanship, accountability, innovation, and continuous improvement. - Position Naviant as a leader in agentic AI and intelligent automation solutions. Benefits - Comprehensive Health, Dental, & Vision Insurance - Employer Paid Disability & Life Coverage - 401k & Match Program - Generous Paid Time Off - Flex Spending Plans & Dependent Care - Monthly Home Office Allowance - Volunteer Time Off - Charitable Giving Program - Lifestyle Spending Account - Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more!

Role Description We’re seeking a driven, detail‑oriented Inside Sales Representative who is early in their sales career and ready to step into a role with real ownership, accountability, and impact. This position focuses on transactional upgrades, expansion opportunities, renewal support, and targeted sales campaigns across existing customer accounts. This is not a cold‑calling role. You’ll work with active customers, manage live opportunities, and partner closely with Account Executives to support expansion strategies and active sales cycles. Designed as a development path toward a full Account Executive role, this position provides hands‑on experience owning revenue, managing pipeline, and operating within enterprise sales processes. Performance Objectives – What You Will Accomplish - First 30 Days: Getting Grounded - Develop a strong understanding of Naviant’s solutions, pricing models, and common upgrade and expansion paths. - Learn sales processes, Salesforce workflows, forecasting expectations, and pipeline hygiene standards. - Build working relationships with Account Executives and internal partners across sales, marketing, and operations. - Begin supporting inbound customer inquiries related to renewals, upgrades, and expansion opportunities. - Demonstrate strong organization, responsiveness, and attention to detail in all customer and internal interactions. - Taking Ownership - Independently own transactional upgrade opportunities and core product add-ons within assigned existing accounts. - Manage inbound renewal questions and customer expansion inquiries, ensuring timely follow-up and resolution. - Execute targeted sales campaigns across existing accounts, tracking engagement and opportunity progression. - Ensure all opportunities, activities, and customer interactions are properly documented in Salesforce. - Support Account Executives by managing follow-ups, proposals, and customer commitments coming out of active sales cycles. - Begin proactively identifying expansion opportunities within the current customer base. - At 90 Days and Beyond: Driving Impact - Consistently close transactional deals and contribute measurable revenue through upgrades, add-ons, and expansions. - Maintain clear visibility into the transactional pipeline and provide updates that support accurate forecasting. - Partner closely with Account Executives on expansion strategies and account planning. - Help coordinate quarterly business reviews by preparing data, tracking follow-ups, and supporting execution. - Track and report on campaign effectiveness, opportunity progression, and revenue impact. - Demonstrate readiness for increased responsibility by operating with confidence, ownership, and process discipline. - Continue developing enterprise sales skills in preparation for progression into a full Account Executive role within 18–24 months. Qualifications - Experience closing small deals or supporting high‑volume BDR motions, with a strong interest in owning revenue. - Ability to identify and act on expansion opportunities within existing customer relationships. - Highly organized and comfortable working within defined sales processes. - Effective partner to Account Executives and cross‑functional teams. - Experience supporting or executing sales and marketing campaigns. - High degree of energy, enthusiasm, flexibility, and confidence. Requirements - Comfortable managing transactional sales cycles, handling objections, and moving opportunities to close with urgency and precision. - Skilled at responding to customer inquiries, understanding needs, and aligning solutions to drive additional value and revenue. - Strong attention to Salesforce accuracy, pipeline hygiene, and follow‑up tracking to support forecasting and execution. - Willing to support active sales cycles through follow‑ups, proposals, coordination, and customer communication to ensure commitments are met. - Able to track effectiveness, manage multiple opportunities simultaneously, and meet deadlines in a fast‑paced environment. - Motivated to learn enterprise sales, build credibility, and grow into a full Account Executive role. Benefits - Comprehensive Health, Dental, & Vision Insurance - Employer Paid Disability & Life Coverage - 401k & Match Program - Generous Paid Time Off - Flex Spending Plans & Dependent Care - Monthly Home Office Allowance - Volunteer Time Off - Charitable Giving Program - Lifestyle Spending Account - Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more!

Role Description Are you ready to be the backbone of a modern, high-performing organization, keeping systems reliable, users productive, and data flowing securely? We’re seeking a hands-on IT System Administrator who thrives in a fast-moving IT environment and takes pride in owning both systems and outcomes. This role blends core IT administration with defined, functional Salesforce administration responsibilities, supporting end users, SaaS platforms, devices, and identity systems across the organization. - Approximately 25% of this role focuses on Salesforce administration, including user management, reporting, data integrity, and light configuration in support of established business processes. - This role does not involve heavy Salesforce development (e.g. Apex or custom code), but rather ensures the platform remains reliable, usable, and well-governed for internal teams. - The remaining 75% centers on general IT operations, such as endpoint management, identity and access management, SaaS tooling, troubleshooting, and continuous improvement of internal systems. - This is a highly visible role that requires strong technical judgment, excellent service orientation, and a proactive, problem-solving mindset. - While this role owns day-to-day administration and continuous improvement of internal systems, it operates within a broader support ecosystem that includes IT leadership, external partners, and specialized vendors for security and infrastructure. Qualifications - Proven experience supporting end users in a modern SaaS-based IT environment. - Strong hands-on skills in device management, identity and access management, troubleshooting, and systems administration. - Practical experience as a Salesforce Administrator, including user management, configuration, reports and dashboards, data quality, and end-user support. - Demonstrated ability to support non-technical users with patience, clarity, and professionalism. - Solid understanding of access controls, least-privilege principles, and basic security best practices. - Analytical and proactive problem-solver who looks beyond symptoms to address root causes. Requirements - Independently manage day-to-day IT operations, including user onboarding/offboarding, device management, access control, and SaaS administration. - Take functional ownership of Salesforce administration tasks such as user management, basic configuration, reporting, data hygiene, and support requests. - Improve system reliability and user experience by identifying recurring issues and implementing preventative solutions. - Enhance documentation, standard operating procedures, and internal knowledge resources. - Partner effectively with business teams to understand needs and translate them into scalable, secure technical solutions. - Fully own the health, reliability, and usability of Naviant’s internal IT systems and Salesforce environment. - Proactively identify opportunities to simplify workflows, improve automation, and reduce manual effort across systems. - Maintain strong system hygiene, access controls, and data integrity, supporting auditability and organizational trust. - Contribute to longer-term IT strategy and continuous improvement initiatives. Benefits - Comprehensive Health, Dental, & Vision Insurance - Employer Paid Disability & Life Coverage - 401k & Match Program - Generous Paid Time Off - Flex Spending Plans & Dependent Care - Monthly Home Office Allowance - Volunteer Time Off - Charitable Giving Program - Lifestyle Spending Account - Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more!

Role Description Are you ready to be a trusted advisor helping commercial organizations transform operations and realize measurable value from their technology investments? We’re seeking a Customer Success Advisor with a Commercial Industry focus, supporting clients in manufacturing, supply chain, and related operationally complex environments. This role is ideal for a relationship‑driven professional who understands how technology enables efficiency, scalability, and compliance, and who thrives at the intersection of customer advocacy, operational insight, and long‑term value creation. As a Customer Success Advisor, you will build trusted partnerships with clients, serve as their internal champion, and guide them toward maximizing ROI through strong adoption, measurable outcomes, and strategic alignment. You’ll collaborate closely with internal delivery, support, and sales teams to ensure customers are successful today while positioned for future growth. Performance Objectives – What You Will Accomplish - First 30 Days: Getting Grounded - Develop a strong understanding of Naviant’s solutions, services, and how they support commercial industry workflows such as manufacturing operations, supply chain management, compliance, and process efficiency. - Learn assigned customer environments, business objectives, KPIs, and success criteria. - Establish initial relationships with customer stakeholders and internal cross‑functional teams. - Begin monitoring customer health indicators, adoption trends, and engagement patterns. - Demonstrate credibility through clear communication, responsiveness, and a customer‑first mindset. - Within 60 Days: Taking Ownership - Serve as the primary trusted advisor for assigned clients, building strong, trust‑based relationships across operational and executive stakeholders. - Facilitate regular business reviews and performance discussions focused on outcomes, adoption, and value realization. - Act as the customer advocate internally, coordinating with support, delivery, and sales teams to ensure timely issue resolution and proactive communication. - Identify early risks to adoption or satisfaction and drive mitigation plans. - Begin documenting opportunities for value expansion aligned to client goals and industry needs. - At 90 Days and Beyond: Driving Impact - Fully own customer health, satisfaction, and long‑term success for assigned accounts. - Partner with executive leaders at client organizations to align technology capabilities with business objectives such as efficiency, cost reduction, scalability, and compliance. - Identify and support account expansion opportunities through thoughtful alignment of solutions, best practices, and emerging capabilities. - Influence internal teams by championing the voice of the customer and contributing to continuous improvement. - Serve as a visible representative of Naviant’s expertise, values, and commitment to customer success. Qualifications - Proven ability to build and nurture long‑term, trust‑based customer relationships. - Comfortable engaging both operational and executive stakeholders, asking thoughtful questions, and guiding strategic conversations. - Able to challenge, encourage, and collaborate in ways that strengthen partnerships and deliver mutual value. - Understanding of commercial industry environments such as manufacturing or supply chain. - Able to translate industry context into meaningful recommendations that support customer growth and performance. - Strong ability to act as the primary liaison between customers and internal teams. - Experience identifying opportunities for upsell, cross‑sell, and expanded adoption based on customer goals, usage patterns, and industry trends. - Comfortable tracking and interpreting customer KPIs, adoption metrics, and health indicators. - Engaged learner who stays informed on commercial industry trends, regulatory changes, and operational challenges. Benefits - Comprehensive Health, Dental, & Vision Insurance - Employer Paid Disability & Life Coverage - 401k & Match Program - Generous Paid Time Off - Flex Spending Plans & Dependent Care - Monthly Home Office Allowance - Volunteer Time Off - Charitable Giving Program - Lifestyle Spending Account - Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more!

Role Description Are you a strategic, relationship-driven consultant ready to build and scale a Financial Services and Insurance practice while personally leading and closing complex enterprise automation and transformation engagements? We’re seeking a driven Managing Director, Financial Services and Insurance (FINS), to build and scale our FINS practice while personally executing high-value, professional services sales from opportunity to close. This player-coach role is ideal for a consultant-at-heart who thrives on engaging C-suite stakeholders to solve complex challenges: - Accelerating operational velocity - Reducing compliance costs - Optimizing human capital through AI-driven automation You will shape practice strategy, strengthen scalable processes, and take full ownership of quota attainment, all through a hands-on, consultative approach that fosters long-term, trusted partnerships. As part of a small, high-impact team, you will combine thought leadership, client advisory expertise, and executional excellence to drive measurable growth, close strategic deals, and create lasting impact in the FINS market. Performance Objectives – What You Will Accomplish - First 30 Days: Getting Grounded - Develop a strong working knowledge of Naviant’s organizational structure, internal systems, and departmental processes. - Gain a deep understanding of Naviant’s FINS clients, solution offerings, and market positioning. - Assess the existing pipeline, key accounts, and team capabilities to identify opportunities for consultative, relationship-driven growth. - Establish credibility and rapport with internal stakeholders and key industry contacts. - Develop an initial perspective on differentiating Naviant in the market through strategic engagements. - Within 60 Days: Taking Ownership - Define a clear plan to grow the FINS vertical, including refining target segments, account strategies, and value propositions. - Shape and enhance key offerings to better address client priorities such as digital transformation, automation, and operational efficiency. - Align sales, marketing, and delivery teams around a cohesive, client-focused engagement model. - Establish executive-level relationships to expand Naviant’s influence and trusted-advisor presence in the FINS sector. - Identify team capability gaps and begin enhancing consultative selling skills across the group. - At 90 Days and Beyond: Driving Impact - Fully own the FINS vertical, driving consistent revenue growth through strategic, solution-oriented selling. - Strengthen executive relationships and advisory credibility with key clients. - Demonstrate clear, measurable traction in pipeline development, deal closure, and strategic account management. - Continuously refine the go-to-market approach and consultative sales methodology to create a repeatable, scalable engine for the practice. - Mentor and develop the team, fostering a culture of accountability, high performance, collaborative problem-solving, and client-centered thinking. Qualifications - Proven ability to develop and execute sales strategies within the FINS sector using a consultative selling approach. - Demonstrated success in B2B solution selling and consulting environments. - Deep understanding of FINS market dynamics, fintech innovation, and regulatory and compliance considerations. - Experienced in building and managing relationships with C-suite, operations, risk, finance, and technology leaders. - Capable of translating market insight into actionable go-to-market strategies. - Experienced player-coach who leads by example while developing others. Requirements - Strong negotiation, presentation, and influence skills. - Ability to translate industry insight into compelling value propositions. - Established network of executive relationships. - Commitment to strengthening consultative selling capabilities. Benefits - Comprehensive Health, Dental, & Vision Insurance - Employer Paid Disability & Life Coverage - 401k & Match Program - Generous Paid Time Off - Flex Spending Plans & Dependent Care - Monthly Home Office Allowance - Volunteer Time Off - Charitable Giving Program - Lifestyle Spending Account - Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more!

IT Systems Administrator Are you ready to be the backbone of a modern, high-performing organization, keeping systems reliable, users productive, and data flowing securely? At Naviant, our mission is to partner with organizations to reimagine how work gets done, combining deep industry expertise, intelligent technology, and a human-centered approach to deliver measurable outcomes. Our vision is simple yet ambitious: Reimagine work through automation, AI, and data, freeing people to focus on what truly matters. We’re seeking a hands-on IT System Administrator who thrives in a fast-moving IT environment and takes pride in owning both systems and outcomes. This role blends core IT administration with defined, functional Salesforce administration responsibilities, supporting end users, SaaS platforms, devices, and identity systems across the organization. Approximately 25% of this role focuses on Salesforce administration, including user management, reporting, data integrity, and light configuration in support of established business processes. This role does not involve heavy Salesforce development (e.g. Apex or custom code), but rather ensures the platform remains reliable, usable, and well-governed for internal teams. The remaining 75% centers on general IT operations, such as endpoint management, identity and access management, SaaS tooling, troubleshooting, and continuous improvement of internal systems. This is a highly visible role that requires strong technical judgment, excellent service orientation, and proactive, problem-solving mindset. While this role owns day-to-day administration and continuous improvement of internal systems, it operates within a broader support ecosystem that includes IT leadership, external partners, and specialized vendors for security and infrastructure. Performance Objectives – What You Will Accomplish First 30 Days: Getting Grounded - Develop a strong working knowledge of Naviant’s IT environment, including devices, identity systems, SaaS applications, security controls, and support processes. - Gain an understanding of how Salesforce is used across the organization, including core objects, reports, integrations, and business workflows. - Build trusted relationships with internal stakeholders by delivering responsive, reliable end-user support. - Review existing documentation, configurations, and open issues to identify risks, gaps, and quick-win improvements. - Establish credibility through clear communication, follow-through, and a high standard of operational excellence. Within 60 Days: Taking Ownership - Independently manage day-to-day IT operations, including user onboarding/offboarding, device management, access control, and SaaS administration. - Take functional ownership of Salesforce administration tasks such as user management, basic configuration, reporting, data hygiene, and support requests. - Improve system reliability and user experience by identifying recurring issues and implementing preventative solutions. - Enhance documentation, standard operating procedures, and internal knowledge resources. - Partner effectively with business teams to understand needs and translate them into scalable, secure technical solutions. At 90 Days and Beyond: Driving Impact - Fully own the health, reliability, and usability of Naviant’s internal IT systems and Salesforce environment, partnering with IT leadership and external providers, as appropriate, to ensure scalability, security, and operational resilience. - Serve as a trusted internal advisor, balancing user needs, security, scalability, and operational efficiency. - Proactively identify opportunities to simplify workflows, improve automation, and reduce manual effort across systems. - Maintain strong system hygiene, access controls, and data integrity, supporting auditability and organizational trust. - Contribute to longer-term IT strategy and continuous improvement initiatives, bringing a thoughtful, solution-oriented perspective. Competencies – Key Skills & Experience We're Looking For IT Systems Administration & Operations Proven experience supporting end users in a modern SaaS-based IT environment. Strong hands-on skills in device management, identity and access management, troubleshooting, and systems administration. Comfortable operating as a generalist who can move seamlessly between support, configuration, and improvement work while maintaining high reliability and accountability. Salesforce Administration Practical experience as a Salesforce Administrator, including user management, configuration, reports and dashboards, data quality, and end-user support. Able to translate business requirements into well-structured Salesforce solutions while maintaining simplicity, usability, and data integrity. Salesforce Admin certification is a plus, but real-world experience and sound judgment are essential. User Support & Service Mindset Demonstrated ability to support non-technical users with patience, clarity, and professionalism. Skilled at diagnosing issues, communicating resolution steps, and balancing responsiveness with sustainable solutions. Brings a strong sense of ownership for user experience and system reliability. Security, Access, & Risk Awareness Solid understanding of access controls, least-privilege principles, and basic security best practices across devices, SaaS platforms, and identity systems. Able to make sound decisions that balance usability with organizational risk and compliance needs. Problem Solving & Continuous Improvement Analytical and proactive problem-solver who looks beyond symptoms to address root causes. Comfortable improving processes, documentation, and system configurations to reduce friction and prevent recurring issues. Thrives in environments that value accountability, learning, and incremental improvement. Perks and Benefits – How We Take Care of Our Team At Naviant, we believe in taking care of our people, both professionally and personally. As a fully remote company, we offer an engaging and supportive culture that prioritizes work-life balance. Our Benefits: - Comprehensive Health, Dental, & Vision Insurance - Employer Paid Disability & Life Coverage - 401k & Match Program - Generous Paid Time Off - Flex Spending Plans & Dependent Care Other Valuable Perks: - Monthly Home Office Allowance - Volunteer Time Off - Charitable Giving Program - Lifestyle Spending Account - Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more! Must be authorized to work in the U.S. Sponsorship not provided. Employees must reside in the U.S. Naviant is an Equal Opportunity and E-Verify employer seeking a diverse and talented workforce. Please use the links below for important information when applying for work with Naviant: E-Verify Notice | Right to Work Notice English or Spanish

Customer Success Advisor - Commercial Are you ready to be a trusted advisor helping commercial organizations transform operations and realize measurable value from their technology investments? At Naviant, our mission is to partner with organizations to reimagine how work gets done, combining deep industry expertise, intelligent technology, and a human-centered approach to deliver measurable outcomes. Our vision is simple yet ambitious: Reimagine work through automation, AI, and data, freeing people to focus on what truly matters. We’re seeking a Customer Success Advisor with a Commercial Industry focus, supporting clients in manufacturing, supply chain, and related operationally complex environments. This role is ideal for a relationship‑driven professional who understands how technology enables efficiency, scalability, and compliance, and who thrives at the intersection of customer advocacy, operational insight, and long‑term value creation. As a Customer Success Advisor, you will build trusted partnerships with clients, serve as their internal champion, and guide them toward maximizing ROI through strong adoption, measurable outcomes, and strategic alignment. You’ll collaborate closely with internal delivery, support, and sales teams to ensure customers are successful today while positioned for future growth. Performance Objectives – What You Will Accomplish First 30 Days: Getting Grounded - Develop a strong understanding of Naviant’s solutions, services, and how they support commercial industry workflows such as manufacturing operations, supply chain management, compliance, and process efficiency. - Learn assigned customer environments, business objectives, KPIs, and success criteria. - Establish initial relationships with customer stakeholders and internal cross‑functional teams. - Begin monitoring customer health indicators, adoption trends, and engagement patterns. - Demonstrate credibility through clear communication, responsiveness, and a customer‑first mindset. Within 60 Days: Taking Ownership - Serve as the primary trusted advisor for assigned clients, building strong, trust‑based relationships across operational and executive stakeholders. - Facilitate regular business reviews and performance discussions focused on outcomes, adoption, and value realization. - Act as the customer advocate internally, coordinating with support, delivery, and sales teams to ensure timely issue resolution and proactive communication. - Identify early risks to adoption or satisfaction and drive mitigation plans. - Begin documenting opportunities for value expansion aligned to client goals and industry needs. At 90 Days and Beyond: Driving Impact - Fully own customer health, satisfaction, and long‑term success for assigned accounts. - Partner with executive leaders at client organizations to align technology capabilities with business objectives such as efficiency, cost reduction, scalability, and compliance. - Identify and support account expansion opportunities through thoughtful alignment of solutions, best practices, and emerging capabilities. - Influence internal teams by championing the voice of the customer and contributing to continuous improvement. - Serve as a visible representative of Naviant’s expertise, values, and commitment to customer success. Competencies – Key Skills & Experience We're Looking For Client Relationship & Strategic Advisory Skills Proven ability to build and nurture long‑term, trust‑based customer relationships. Comfortable engaging both operational and executive stakeholders, asking thoughtful questions, and guiding strategic conversations. Able to challenge, encourage, and collaborate in ways that strengthen partnerships and deliver mutual value. Commercial Industry Acumen Understanding of commercial industry environments such as manufacturing or supply chain, including operational workflows, efficiency drivers, compliance pressures, and scalability challenges. Able to translate industry context into meaningful recommendations that support customer growth and performance. Customer Advocacy & Cross‑Functional Leadership Strong ability to act as the primary liaison between customers and internal teams. Skilled at owning escalations, coordinating across support and delivery functions, and ensuring issues are resolved with transparency and urgency. Brings the customer’s perspective into internal decision‑making. Value Expansion & Account Growth Experience identifying opportunities for upsell, cross‑sell, and expanded adoption based on customer goals, usage patterns, and industry trends. Able to contribute to long‑term account planning and align solutions to evolving commercial sector needs. Performance Monitoring & Enablement Comfortable tracking and interpreting customer KPIs, adoption metrics, and health indicators. Able to deliver enablement, training, and best‑practice guidance that drives sustained success and ROI. Maintains current knowledge of relevant tools, technologies, and workflows. Thought Leadership & Continuous Improvement Engaged learner who stays informed on commercial industry trends, regulatory changes, and operational challenges. Willing to share expertise through customer education, internal collaboration, and external forums such as webinars, events, or customer stories. Contributes ideas that improve processes, experiences, and outcomes. Perks and Benefits – How We Take Care of Our Team At Naviant, we believe in taking care of our people, both professionally and personally. As a fully remote company, we offer an engaging and supportive culture that prioritizes work-life balance. Our Benefits: - Comprehensive Health, Dental, & Vision Insurance - Employer Paid Disability & Life Coverage - 401k & Match Program - Generous Paid Time Off - Flex Spending Plans & Dependent Care Other Valuable Perks: - Monthly Home Office Allowance - Volunteer Time Off - Charitable Giving Program - Lifestyle Spending Account - Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more! Must be authorized to work in the U.S. Sponsorship not provided. Employees must reside in the U.S. Naviant is an Equal Opportunity and E-Verify employer seeking a diverse and talented workforce. Please use the links below for important information when applying for work with Naviant: E-Verify Notice | Right to Work Notice English or Spanish

Develop a strong working knowledge of Naviant’s organizational structure, internal systems, and departmental processes. Gain a deep understanding of Naviant’s FINS clients, solution offerings, and market positioning. Assess the existing pipeline, key accounts, and team capabilities to identify opportunities for consultative, relationship-driven growth. Establish credibility and rapport with internal stakeholders and key industry contacts. Develop an initial perspective on differentiating Naviant in the market through strategic engagements. Define a clear plan to grow the FINS vertical, including refining target segments, account strategies, and value propositions. Shape and enhance key offerings to better address client priorities such as digital transformation, automation, and operational efficiency. Align sales, marketing, and delivery teams around a cohesive, client-focused engagement model. Establish executive-level relationships to expand Naviant’s influence and trusted-advisor presence in the FINS sector. Identify team capability gaps and begin enhancing consultative selling skills across the group. Fully own the FINS vertical, driving consistent revenue growth through strategic, solution-oriented selling. Strengthen executive relationships and advisory credibility with key clients. Demonstrate clear, measurable traction in pipeline development, deal closure, and strategic account management. Continuously refine the go-to-market approach and consultative sales methodology to create a repeatable, scalable engine for the practice. Mentor and develop the team, fostering a culture of accountability, high performance, collaborative problem-solving, and client-centered thinking. Comprehensive Health, Dental, & Vision Insurance Employer Paid Disability & Life Coverage 401k & Match Program Generous Paid Time Off Flex Spending Plans & Dependent Care Monthly Home Office Allowance Volunteer Time Off Charitable Giving Program Lifestyle Spending Account Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more! ​​​​​​​ Must be authorized to work in the U.S. Sponsorship not provided. Employees must reside in the U.S. Naviant is an Equal Opportunity and E-Verify employer seeking a diverse and talented workforce. Please use the links below for important information when applying for work with Naviant: E-Verify Notice | Right to Work Notice English or Spanish