Onboarding Specialist

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,

Kota has raised more than €20M from leading investors like EQT Ventures, Eurazeo,

Northzone, and Frontline, along with founders and execs from Workday, Remote, Personio,

OpenAI, and more.

You’ll join Kota at a pivotal time of growth as we bring new products to market and support a

rapidly expanding customer base. We’re looking for an Onboarding Specialist to deliver

fast, accurate and delightful onboarding experiences, ensuring new customers get set up

smoothly and see immediate value from Kota.

This role sits within our Customer Success organisation and is focused on operational

excellence, client enablement, and building scalable onboarding processes as we prepare

for the next phase of growth.

What You Will Do

• Own the end-to-end onboarding experience for new customers, ensuring every

  account is set up accurately and efficiently.

• Guide customers through key activation milestones including platform setup, data

  ingestion, benefit configuration and employee rollout.

• Build on our existing onboarding process and help evolve it into a high-paced,

  automated onboarding engine as we scale.

• Partner closely with Customer Success to ensure a seamless handover.

• Maintain clear, proactive communication with customers around tasks, timelines and

  go-lives.

• Identify blockers early and work cross-functionally to resolve issues across Product,

  Engineering, CX and Partnerships.

• Contribute to documentation, templates and playbooks that make onboarding

  consistent and repeatable.

• Capture customer insights during onboarding and share trends that improve our

  product and processes.

• Support quality checks on plan setup, HRIS integrations, payroll flows and regulatory

  requirements for Ireland and the UK.

• Work closely with the Customer Experience team to help drive customer satisfaction

  scores during onboarding and ensure accounts are set up for long-term success.

About You

• You have 1-3 years experience in onboarding, implementation or customer-facing

  operations in a SaaS company or startup.

• You enjoy structured problem solving and can manage multiple onboarding projects

  without dropping details.

• You’re a clear, empathetic communicator who can explain timelines, processes and

  product steps in a simple, human way.

• You have hands-on experience improving systems or workflows and enjoy using

  automation tools like Zapier, Intercom or Retool.

• Experience with health, life or pension products in Ireland or the UK is a strong

  advantage but not essential

• You thrive in fast-moving environments where priorities shift and you adapt quickly.

• You’re naturally curious and always looking for ways to improve your craft.

• You’re energised by helping customers succeed and enjoy working collaboratively

  across teams.

• You’re excited about HR tech and building tools that improve the working lives of

  millions of people.

• This role may in the future require completing regulatory exams such as QFA to

  support customers on regulated products.