Client Onboarding - Paytm Pi Agent (SMB)
paytm· CST
About this role
Job Title: Client Onboarding & Product Specialist
Company: Paytm
Location: Noida
Department: Business / Customer Success / Product
Role Overview We 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 Paytm’s 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 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.
Key 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.
Frequently Asked Questions
Is the salary disclosed for the Client Onboarding - Paytm Pi Agent (SMB) position at paytm?
The salary for this Client Onboarding - Paytm Pi Agent (SMB) role at paytm is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Onboarding - Paytm Pi Agent (SMB) position at paytm located?
This Client Onboarding - Paytm Pi Agent (SMB) role at paytm is based in Gurugram, Haryana, Noida, Uttar Pradesh. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Onboarding - Paytm Pi Agent (SMB) role at paytm full-time or part-time?
This is listed as a On roll position. It is posted as a Client Onboarding - Paytm Pi Agent (SMB) role in the CST department at paytm.
Which team or department does the Client Onboarding - Paytm Pi Agent (SMB) at paytm belong to?
This Client Onboarding - Paytm Pi Agent (SMB) position is part of the CST department at paytm. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Onboarding - Paytm Pi Agent (SMB) position at paytm?
Click the "Apply Now" button on this page. You will be redirected to paytm's official application portal hosted on lever where you can submit your application directly.
When was the Client Onboarding - Paytm Pi Agent (SMB) job at paytm posted?
This Client Onboarding - Paytm Pi Agent (SMB) position at paytm was posted on Sep 24, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Onboarding - Paytm Pi Agent (SMB)
paytm
You'll be redirected to paytm's official application page on Lever.