Client Onboarding - Paytm Pi Agent (SMB)
Core
Manage the onboarding and adoption journey of new SMB clients by conducting product demos, guiding setup/integrations, and resolving onboarding challenges.
Role type
Client Onboarding & Product Specialist
Builds
Paytm's SMB payment and marketing solutions
Domain
Fintech / Digital Payments / WhatsApp Marketing
Deliverable
client delivery
Required skills
product demonstration, client training, troubleshooting, campaign setup, stakeholder coordination, SLA management
Preferred skills
SaaS product understanding, CRM knowledge, digital marketing expertise, WhatsApp Business platform experience
Responsibilities
Lead new clients through a structured onboarding process ensuring successful product setup and activation; Conduct product demos, tours, and personalized training sessions; Guide clients through WhatsApp Marketing integrations and campaign setup; Act as the primary point of contact addressing setup queries and troubleshooting; Monitor client adoption and identify opportunities to improve product usage; Collaborate with Sales, Support, and Product teams to resolve issues and share feedback; Track onboarding progress and issue resolution while adhering to SLAs; Monitor campaign performance and support optimization; Identify recurring challenges to improve processes and product experience; Maintain accurate records of client interactions and resolutions.
