Remote role · client-o

Client Onboarding - Paytm Pi Agent (SMB)

Paytm

onsite,Noida, Uttar Pradesh Product Full-time

Checked 15 hours ago

Before you apply

Role details

The practical picture

Employment: Full-time

Experience & eligibility

Skills: Client Onboarding
Customer Success
SaaS
WhatsApp Marketing
CRM
Salesforce
Product Training
Relationship Management
Stakeholder Management
SLA Management

Inside the role

Qualifications: Experience in Customer Success, Client Onboarding, SaaS, Product Support, Account Management, or related roles Strong verbal and written communication skills Customer-centric approach with strong relationship-building abilities Good problem-solving and troubleshooting skills

Role signal brief

The role, at a glance

Extracted from the source posting · 85% confidence

Client onboarding role focused on Paytm's WhatsApp Marketing solutions for SMB clients. The position involves conducting product demos, guiding clients through WhatsApp integration setup and campaign management, troubleshooting technical issues, and collaborating with Sales and Support teams to ensure successful product adoption.

What you need

Experience in Customer Success, Client Onboarding, SaaS, Product Support, Account Management, or related roles
Strong verbal and written communication skills
Customer-centric approach with strong relationship-building abilities
Good problem-solving and troubleshooting skills

What you will own

Lead new clients through structured onboarding to ensure successful product setup and activation
Conduct product demos, product tours, and personalized training sessions
Guide clients through WhatsApp Marketing integrations, campaign setup, and product functionalities
Act as primary point of contact during onboarding, addressing setup queries and troubleshooting issues
Monitor client adoption and identify opportunities to improve product usage and engagement
Collaborate with Sales, Customer Support, and Product teams to resolve client issues and share feedback

Core skills

Client OnboardingCustomer SuccessSaaSWhatsApp MarketingCRMSalesforceProduct TrainingRelationship ManagementStakeholder ManagementSLA Management

client onboarding customer success saas whatsapp marketing

Role brief

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.