Client Onboarding - Paytm Pi Agent (SMB)
About this job
Paytm is hiring for a Client Onboarding & Product Specialist position based in Noida within the Business, Customer Success, and Product departments. In this role, you will play a crucial part in guiding new clients through their onboarding journey and ensuring smooth product adoption. Paytm provides digital and financial solutions, and your team works closely with Sales, Support, and Product divisions to deliver a seamless experience. A normal day in this role involves conducting product demos and personalized training sessions, helping clients with WhatsApp Marketing integrations and campaign setups, troubleshooting technical queries, and acting as the primary point of contact for new users. You will also track onboarding progress, monitor client adoption rates, maintain accurate records of interactions, and collaborate internally to resolve issues and share actionable customer feedback.
Responsibilities
- Manage the end-to-end onboarding and activation journey for new clients.
- Conduct product demos, tours, and training sessions for Paytm solutions.
- Help clients with WhatsApp Marketing integrations and campaign setups.
- Troubleshoot setup issues and act as the primary contact during onboarding.
- Track onboarding progress, client needs, and adherence to defined SLAs.
- Collaborate with Sales, Support, and Product teams to resolve problems.
- Monitor client adoption and campaign performance to boost engagement.
Requirements
- Strong verbal and written communication skills.
- Customer-centric mindset with relationship-building abilities.
- Good problem-solving and troubleshooting skills.
- Ability to conduct product demonstrations and training sessions.
- Strong coordination and stakeholder management skills.
- Ability to manage multiple clients and priorities while meeting SLAs.
- Comfortable working in a fast-paced, cross-functional environment.
Good to have
- Understanding of SaaS products, CRM, or digital marketing.
- Familiarity with WhatsApp-based marketing solutions.
- 1+ years of experience in Customer Success, Onboarding, or Support.
Who should apply
This role suits professionals with strong communication and problem-solving abilities who enjoy interacting with clients and managing multiple priorities in a fast-paced environment. Candidates who have experience in customer success, client onboarding, account management, or SaaS product support are ideal. Since preferred experience mentions 1+ years in related fields, applicants with a background in digital marketing or CRM tools will find this position a great fit.
Frequently asked questions
What is the primary role of the Client Onboarding & Product Specialist at Paytm?
The specialist manages the onboarding journey of new clients, conducts product demos, handles setup and integrations, and ensures smooth adoption of Paytm solutions.
Which departments are associated with this Paytm job opening?
This role is part of the Business, Customer Success, and Product departments at Paytm.
What kind of background is preferred for the Paytm Client Onboarding position?
Preferred candidates have 1+ years of experience in Customer Success, Client Onboarding, SaaS, Product Support, Account Management, or related digital marketing roles.
What internal teams will I collaborate with at Paytm?
You will work closely with the Sales, Customer Support, and Product teams to resolve client issues and share customer feedback.
Rojgar Point lists this job for information. Always apply on the official company page and never pay anyone for a job.