Client Onboarding - Paytm Pi Agent (SMB)

About the role

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.

What you'll do

• Lead new clients through a smooth and structured onboarding process, ensuring successful product setup and activation
• 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

What you need

• 1–4 yrs of experience
• Onboarding
• Customer service
• Problem solving
• Sales
• Any graduate

Good to have

• CRM
• Digital marketing
• Customer success