Client Onboarding - Paytm Pi Agent (SMB)

Department Icon Digital Marketing/Marketing
98+ Applicants
Posted: 1 week ago
0-1 years
Gurugram, Haryana
work from office

Posted: 1 week ago
|
Applicants: 98+
Job Description
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Job Description

Job Title: Client Onboarding & Product Specialist
Company: Paytm
Location: Noida
Department: Business / Customer Success / Product
Role OverviewWe are looking for a proactive and customer-focused professional to manage the onboarding and adoption journey of new clients at Paytm. The role involves conducting product demos, guiding clients through setup and integrations, resolving onboarding challenges, and ensuring smooth adoption of Paytms solutions.The ideal candidate should have strong communication skills, a problem-solving mindset, and the ability to work closely with Sales, Support, and Product teams.
Key Responsibilities
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 Paytms 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
. 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.
. Understanding of SaaS products, CRM, digital marketing, or WhatsApp-based marketing solutions is preferred.
. 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 Experience. 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Skills

Digital MarketingCampaign PerformanceMarketing

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About Company

One97 Communications Limited, operating under the brand name Paytm, is a leading Indian financial technology company. It offers a wide range of digital payment and financial services.

Important dates & deadlines?

Application Deadline

25 Nov 26, 02:15 PM IST

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Client Onboarding - Paytm Pi Agent (SMB)

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