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Travel Tech, Fintech, SaaS, Expense Management

Senior Manager, Investor Relations

Palo Alto, Ca Or San Francisco, CanadaFull TimeSenior$133,875–$297,700 /yrPosted 2 months ago

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Role summary

Navan seeks a Senior Manager of Investor Relations to support the VP of IR. This role focuses on building IR infrastructure, refining the company's narrative, and ensuring smooth operations. Responsibilities include drafting communications, preparing Q&A materials, managing investor events, monitoring market intelligence, maintaining financial models, and identifying AI tools for efficiency. The candidate will also act as a liaison with Legal, Finance, and Marketing, and manage the IR technology stack. A Bachelor's degree in Finance or a related field and 8+ years of experience in finance (IR, Investment Banking, or Equity Research) are required. The ideal candidate is a proactive 'doer' with strong financial acumen and communication skills, possessing strategic potential for future growth.

Navan is looking for a strategic, high-energy Senior Manager of Investor Relations to serve as the right hand to the Vice President of IR. This is a critical role within the IR team, designed for a candidate who excels at high-level execution with the opportunity for growth longer term.

Your focus will be on building the infrastructure, refining the narrative, and ensuring the IR engine runs flawlessly. As you master the Navan business model and the public market landscape, you will have the opportunity to take on increased autonomy over time.

What You'll Do

Execution & Narrative Support

  • Draft & Refine: Partner with the VP of IR and CFO to draft earnings scripts, press releases, and investor presentations, helping ensure our narrative is consistent and compelling.
  • Q&A Preparation: Build quarterly earnings Q&A prep materials for executive leadership, ensuring they are equipped for every possible question from the Street.
  • Event Management: Own the logistics and content preparation for non-deal roadshows, investor conferences, and site visits.

    • Analysis & Market Intelligence

  • Eyes on the Street: Monitor sell-side research, peer earnings, and market sentiment. You will synthesize this data into concise briefings for the C-suite.
  • Model Management: Maintain the internal consensus model and track valuation trends across our peer group to ensure we stay ahead of the constantly evolving environment.
  • AI Integration: Identify and pilot AI tools to automate routine IR tasks—such as transcript analysis and shareholder targeting—to keep the team lean and efficient.

    • Cross-Functional Partnership

  • Internal Liaison: Act as a bridge between IR and the Legal, Finance, and Marketing teams to ensure all public-facing data is accurate and compliant with SEC regulations.
  • Infrastructure Building: Manage and optimize our IR "tech stack" (CRM, IR website, and targeting databases) to ensure we are data-driven in our outreach.

    • What We’re Looking For

  • Bachelor's degree in Accounting, Finance, or a similar field.
  • The Experience: 8+ years in finance, with a strong background in IR, Investment Banking, or Equity Research. You’ve seen "what good looks like" in a public company environment.
  • The "Doer" Mindset: You are a proactive self-starter who doesn't mind the "nitty-gritty"—from updating a spreadsheet to drafting a high-level board deck.
  • Strategic Potential: While this is an execution-heavy role today, you possess the business acumen and maturity to eventually grow within function.
  • Technical Fluency: A strong command of financial statements and the ability to partner closely with our FP&A team.
  • Communication: Exceptional writing skills and the poise to interact confidently with senior executives and external analysts.

    • The posted pay range represents the anticipated low and high end of the compensation for this position and is subject to change based on business need. To determine a successful candidate’s starting pay, we carefully consider a variety of factors, including primary work location, an evaluation of the candidate’s skills and experience, market demands, and internal parity.For roles with on-target-earnings (OTE), the pay range includes both base salary and target incentive compensation. Target incentive compensation for some roles may include a ramping draw period. Compensation is higher for those who exceed targets. Candidates may receive more information from the recruiter.

    Pay Range
    $133,875—$297,700 USD
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