Kota
insurance and retirement benefits
AccountManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Account Manager at Kota. Skills: Account Management, Customer Success, retention, expansion, customer outcomes. Drive account growth and expansion by identifying upsell and cross-sell opportunities across benefits, geographies (UK & Ireland), and use cases.. Own customer outcomes and retention across a portfolio of SMB and mid-market customers, ensuring they are live, activated, and consistently seeing value from the platform.”
What You'll Achieve.
Drive retention; expansion; value across all of their benefits; customer outcomes; retention; customers are confident, compliant, and continuously getting value from Kota; proactively manage renewals and reduce churn risk; accurate forecasting; monitoring usage, engagement, and operational complexity; inform product priorities, success metrics, and the future shape of Customer Success
Industry & Context.
Ability to navigate complexity; solve the problem
What They're Looking For.
Must Have
Experience managing a book of business in Customer Success, Account Management, or a similar post-sales role., Comfort working with SMB and mid-market customers in a fast-moving environment., Commercial instincts around renewals, expansion, and value articulation., Ability to navigate complexity across product, operations, and regulated environments., Clear communicator who builds trust with customers and internal teams., Highly organised, proactive, and comfortable building structure where none exists yet.
Nice to Have
Experience in SaaS, HR tech, fintech, or regulated products
What You'll Do.
Drive account growth and expansion by identifying upsell and cross-sell opportunities across benefits
geographies (UK & Ireland)
Own customer outcomes and retention across a portfolio of SMB and mid-market customers
ensuring they are live
and consistently seeing value from the platform.
Act as a trusted partner on benefits operations
working closely with Benefits and CX to proactively manage renewals and reduce churn risk.
Build and maintain clear account plans that cover goals
and expansion opportunities
with accurate forecasting.
Own account health and escalations
coordinating resolution across Customer Experience
and Benefits while monitoring usage
and operational complexity.
Champion the voice of the customer
turning feedback into structured insights that inform product priorities
and the future shape of Customer Success at Kota.
How You'll Work.
Team & Collaboration
working closely with Benefits and CX; coordinating resolution across Customer Experience, Product, and Benefits; builds trust with customers and internal teams
Communication Scope
Clear communicator
Process & Methodology
Build and maintain clear account plans
Full Job Description
ABOUT KOTA Kota is reimagining insurance and retirement benefits for the modern workforce. Through our two flagship products—Kota Platform, the first fully integrated benefits platform, and Kota Embed, our embedded insurance solution—we're making benefits more accessible, valued, and global. Today, we power benefits for tens of thousands of employees at Europe's most forward-thinking companies, including Carwow, Tines, Zoe, and Remote. Founded in 2022, we've raised more than €20M from leading investors like EQT Ventures, Eurazeo, Northzone, and Frontline, along with founders and executives from Workday, Remote, Personio, OpenAI, and more. THE ROLE We’re hiring our first Account Manager to join the Kota Platform team and own the success of customers after onboarding. This role will manage a portfolio of SMB and mid-market customers, acting as their long-term partner to drive retention, expansion, and value across all of their benefits in UK & Ireland. This is a foundational hire for the existing business team at Kota. You will work across renewals, account growth, and customer health, while helping define the playbooks, rhythms, and standards that will shape how we scale. You’ll operate at the intersection of customers, product, benefits, and support, ensuring customers are confident, compliant, and continuously getting value from Kota. WHAT YOU’LL DO - Drive account growth and expansion by identifying upsell and cross-sell opportunities across benefits, geographies (UK & Ireland), and use cases. - Own customer outcomes and retention across a portfolio of SMB and mid-market customers, ensuring they are live, activated, and consistently seeing value from the platform. - Act as a trusted partner on benefits operations, platform usage, and best practice, working closely with Benefits and CX to proactively manage renewals and reduce churn risk. - Build and maintain clear account plans that cover goals, risks, health signals, renewal timelines, and expansion opportunities
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