Kota
insurance and retirement benefits
AccountManager
“Account Manager at Kota. Skills: Account Management, Customer Success, Customer Retention, Account Growth, Benefits Management. 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, and value across all of their benefits; ensure customers are confident, compliant, and continuously getting value from Kota; 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; comfortable building structure where none exists yet; 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 internal teams
Communication Scope
Clear communicator
Process & Methodology
Build and maintain clear account plans
Applying for this Account Manager role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Ashby
- Ashby is a fast modern ATS — most applications take under 3 minutes.
- The resume parser is strong; verify parsed experience dates and job titles.
- Custom screening questions are often scored algorithmically — answer completely.
- Location field affects geo-based screening; use your actual metro area.
ANONYMOUS · UNFILTERED
What do employees actually say about Kota?
Real rants from real employees. Read before you apply.