Nayya

Product Specialist

• Serve as the internal subject matter expert on employee benefits for product, engineering, and design — fielding questions ranging from "how does stop-loss work" to "what does a TPA actually do with this data"
• Build and maintain living documentation on benefits concepts, plan mechanics, and industry norms so the team doesn't have to re-research the same ground
• Review product specs, user flows, and engineering designs for benefits accuracy and flag gaps before they become expensive mistakes
• Work directly with PMs and engineers to translate benefits complexity into clear, actionable product requirements
• Own benefits research so the team can move faster — no more engineers Googling "what is an embedded deductible" mid-sprint
• Help define the "right" answer on ambiguous benefits questions where there isn't one standard, and give the team the confidence to ship
• Build and iterate on benefits-related prototypes using AI tools — you don't need to write production code, but you should be comfortable in a low-code / AI-assisted development environment
• Identify opportunities where AI can improve how employees understand, select, and use their benefits — and bring those ideas to the table with enough specificity to act on
• Stay current on how LLMs and AI tools are reshaping benefits delivery and bring that perspective to Nayya's roadmap
• Run informal benefits education sessions for product, engineering, and sales teams
• Help onboard new team members on the fundamentals — and the nuances — of how employer benefits actually work
• Be a resource for customer-facing teams navigating complex employer or member questions

Benefits Product Specialist

Financial Planning and Analysis

• Lead and coach a team of remote CFP® professionals to deliver a consistently excellent 1-on-1 planning experience via text based chat & video calls
• Build a high-performing team culture through hiring, onboarding, coaching, performance management, and career development
• Evolve and operationalize a scalable service model. Identify areas we can scale coverage, workflows, scheduling, and day to day work that balances quality, compliance, and capacity
• Conduct quality assurance for the team: QA reviews, adherence to planning standards, documentation quality, and SEC compliance requirements
• Use data and feedback to improve outcomes, tracking and action on metrics like client satisfaction, engagement, utilization, and planner capacity
• Partner cross-functionally to improve the end-to-end client experience and tooling. Bringing insight to product improvement and elevating team requests to impact current product roadmap planning and company goals
• Own and evolve our client-facing content and presentation strategy. Developing and refining planning materials, tailoring them to different audiences/employers and client needs. Regularly deliver live presentations (e.g. webinars, workshops, employer sessions) and assign to members of the planning team in partnership with client success
• Surface and solve recurring client or planner friction points; escalate issues early and drive to resolution via internal partnerships with internal teams (you are the key voice of on the ground planning)
• Continuously improve how we work as a team: creating new processes, templates, and training that makes the team better and current with the changing landscape of financial planning with current rules and regulations
• Navigate changes in an ever changing environment as we are a start-up and working to bring financial health and wellness to all of our members via 1-1 interaction, asynchronous communication, and AI integration

Benefits Product Specialist

Financial Planning Manager