Onboarding Specialist

Kota(2 months ago)

RemoteFull TimeJunior$60,332 - $80,619 (estimated)Customer Success

About this role

The Onboarding Specialist at Kota is responsible for delivering efficient and engaging onboarding experiences for new customers, ensuring their accounts are set up accurately and effectively. This role involves guiding clients through key activation milestones, improving onboarding processes through automation, and maintaining proactive communication with customers. Additionally, the specialist will collaborate with cross-functional teams to address any blockers, support quality checks, and document insights that enhance the onboarding experience as the company scales.

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Required Skills

Onboarding Experience
Account Setup
Customer Activation
Process Improvement
Communication Skills
Problem Solving
Project Management
Client Enablement
Documentation
Quality Checks

+6 more

Qualifications

1-3 years experience in onboarding, implementation or customer-facing operations in a SaaS company or startup
Experience with health, life or pension products in Ireland or the UK is a strong advantage but not essential
This role may in the future require completing regulatory exams such as QFA to support customers on regulated products

About Kota

www.kota.io

Kota is an innovative platform designed to streamline the entire employee benefits journey, replacing traditional tools, brokers, and inefficient processes. With a focus on insurance, retirement, and flexible benefits, Kota aims to empower modern teams by providing a comprehensive solution that caters to their unique needs. The platform's user-friendly interface and centralized management system make it easy for companies to enhance their employee benefits offerings and improve workforce satisfaction.