Client Onboarding - Paytm Pi Agent (SMB)
Paytm · Posted Sep 24
Mobile payments, digital wallets, banking solutions, and financial services
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About the role
Paytm's Business / Customer Success / Product team is hiring a Client Onboarding & Product Specialist to manage the onboarding and adoption journey of new clients in Noida. The role involves conducting product demos, guiding clients through setup and integrations such as WhatsApp Marketing, resolving onboarding challenges, and ensuring smooth adoption of Paytm's solutions. The ideal candidate works closely with Sales, Support, and Product teams and brings strong communication skills and a problem-solving mindset.
What you will do
- Lead new clients through a smooth and structured onboarding process, ensuring successful product setup and activation.
- Conduct product demos, product tours, and personalized training sessions to help clients understand and effectively use Paytm’s solutions.
- Guide clients through WhatsApp Marketing integrations, campaign setup, and relevant product functionalities.
- Act as the primary point of contact during onboarding, addressing setup-related queries and troubleshooting issues to ensure a seamless experience.
- Monitor client adoption and proactively identify opportunities to improve product usage and engagement.
- Simplify complex product or technical processes and help clients move from initial onboarding challenges to confident product usage.
- Collaborate with Sales, Customer Support, and Product teams to resolve client issues and share actionable customer feedback.
- Track onboarding progress, client requirements, and issue resolution while ensuring adherence to defined SLAs.
- Monitor campaign performance and support clients in optimizing their multi-channel campaigns.
- Identify recurring client challenges and work with internal teams to improve processes, product experience, and onboarding journeys.
- Maintain accurate records of client interactions, onboarding status, feedback, and resolutions.
Skills used in this role
What the employer is looking for
- Strong verbal and written communication skills.
- Customer-centric approach with strong 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.
Preferred qualifications
- Understanding of SaaS products, CRM, digital marketing, or WhatsApp-based marketing solutions is preferred.
- 1+ years of experience in Customer Success, Client Onboarding, SaaS, Product Support, Account Management, or related roles.
- Experience working with digital marketing, WhatsApp Business, CRM, or SaaS platforms will be an added advantage.
Benefits and support
- Compensation and benefits are detailed in the job posting
About Paytm
Paytm is India's leading financial services company offering full-stack payment solutions, digital wallets, QR codes, and financial services to consumers and merchants. The platform provides comprehensive digital inclusion via UPI payments, banking services distribution, merchant devices, and lending solutions. Operating under its parent firm One97 Communications, Paytm has scaled its operations into a robust profitability-driven ecosystem.
- Industry
- FinTech
- Company size
- 10001+ employees
- Founded
- 2010
- Location
- Noida, Uttar Pradesh, India
- Funding stage
- Public Company
Funding
Public Company · $4.91B raised
- 2023-08-28Late Stage$246.34M
- 2020-11-20Angel$1.26M
- 2019-12-06Series H$673M
- 2018-08-27Series G$300M
Leadership
Founder & Chief Executive Officer
Chief Technology Officer
Recent coverage
The Tribune
Goldman Sachs Expects Paytm's EBITDA to Surge on Strong UPI Growth and Cost Discipline2026-10-08
Fortune India
Paytm Shares Tumble Following Reports of UPI MDR Framework Deferral2026-10-08
Superpower Daily
Paytm CEO Vijay Shekhar Sharma Offers Personal Backing to Sovereign AI Model Builders2026-10-08
Paytm Newsroom
Paytm 2026 Update: Core UPI, App, and Multi-Bank QR Status Explained2026-04-24