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Client Onboarding - Paytm Pi Agent (SMB)

Job Overview

Role Overview We are looking for a proactive and customer-focused professional to manage the onboarding and adoption journey of new clients at Paytm. Preferred Experience 1+ years of experience in Customer Success, Client Onboarding, SaaS, Product Support, Account Management, or related roles.

Key points

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

  2. Conduct product demos, product tours, and personalized training sessions to help clients understand and effectively use Paytm’s solutions.

  3. Act as the primary point of contact during onboarding, addressing setup-related queries and troubleshooting issues to ensure a seamless experience.

  4. Monitor client adoption and proactively identify opportunities to improve product usage and engagement.

  5. Strong verbal and written communication skills.

  6. Customer-centric approach with strong relationship-building abilities.

  7. Good problem-solving and troubleshooting skills.

  8. Strong coordination and stakeholder management skills.

Skills

Campaign ManagementCRMCustomer SuccessTroubleshootingCommunicationProblem SolvingAccount ManagementCustomer Support

Experience: Entry-level · 1+ years

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