---
title: 'Client Onboarding - Paytm Pi Agent (SMB) at Paytm'
canonical: 'https://feeny.ai/job/client-onboarding-paytm-pi-agent-smb-paytm-noida-41e0h745as7q'
type: 'job'
last_seen: '2026-09-26'
---

# Client Onboarding - Paytm Pi Agent (SMB) at Paytm

- **Company:** Paytm
- **Location:** Noida, Uttar Pradesh
- **Work type:** onsite
- **Posted:** 2026-09-24
- **Last confirmed live:** 2026-09-26
- **Apply:** https://jobs.lever.co/paytm/7097240e-c9be-430b-816e-259e96fee507

## Job description

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.

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## About Paytm

## Company Overview
- **One-liner**: Paytm is India’s leading full-stack payments and financial services platform, enabling digital payments for consumers and merchants while distributing loans, insurance, and investment products.
- **Entity Type**: Public (NSE: PAYTM)
- **Headquarters**: Noida, Uttar Pradesh, India
- **Founded**: 2010
- **Founders**: Vijay Shekhar Sharma

## Core Business
- **Primary industries**: Payments, Financial Services, Marketing Services
- **Target customers**: B2C (consumers) and B2B (MSMEs, enterprises, online platforms)
- **Mission/purpose**: “To bring 500 million unserved and underserved Indians to the mainstream economy.” [paytm.com/about-us](https://paytm.com/about-us)

## Products & Services
- **Payment Services (Consumer & Merchant)**: QR code payments, Soundbox devices (with real‑time audio confirmation), All‑in‑One POS terminals, online payment gateway, UPI (including UPI Lite), and card acceptance. _Type_: Hardware + SaaS platform.
- **Financial Services Distribution**: Merchant loans, personal loans, insurance, and equity broking (via Paytm Money). _Type_: Service / marketplace.
- **Marketing Services**: Advertising, travel ticketing (bus, movies, flights), deals & gift vouchers. _Type_: Platform / marketplace.
- **Paytm Money Ltd**: Investment platform for mutual funds, stocks, NFOs. _Type_: App / brokerage.

## Market Standing
- **Valuation / Market Cap**: Not disclosed in provided sources (publicly traded; market cap fluctuates).
- **Key Metric**: Annual revenue estimated at **$758.2M** (LinkedIn, 2025); 39,368 active on‑roll employees in FY 2025. [linkedin.com/company/paytm](https://linkedin.com/company/paytm)
- **Notable Investors / Partners**: Not listed in provided sources (historically backed by SoftBank, Ant Financial, etc. – not verifiable from search results).
- **Growth Signals**: 18.7% YoY headcount growth (+4,811 people); serves **44M+ merchants** and **300M+ consumers**; deepened penetration in tier‑2/3 cities; successfully transitioned to a Third‑Party Application Provider (TPAP) for UPI under a multi‑bank model. [paytm.com/about-us](https://paytm.com/about-us), [paytm.com annual report](https://paytm.com/document/ir/annual-reports/fy2024-25/Paytm_Annual_Report_2024---25.pdf)

## Competitive Advantages
- **Full‑stack merchant payments leader** – owns the merchant relationship, aggregates all major payment instruments, negotiates rates, and provides cutting‑edge hardware (Soundbox, POS).
- **AI‑powered operations** – in‑house platforms Paytm ARMS (merchant lifecycle insights) and Periscope (fraud detection) automate onboarding, segmentation, pricing, and retention.
- **Largest fleet of Soundbox devices** on the street, creating a sticky subscription revenue stream.
- **Massive two‑sided ecosystem** (consumers + merchants) enabling high‑margin cross‑sell of loans, insurance, and marketing services.

## Strategic Focus
- **Payment‑led growth** – continue strengthening merchant payment leadership and expanding the omni‑channel platform.
- **Scale high‑margin financial services** – loan distribution, insurance, and equity broking.
- **Embed an AI‑first approach** across all products and internal processes to drive operating leverage.
- **Explore international expansion** of its technology‑led merchant payments and financial services distribution model. [paytm.com annual report](https://paytm.com/document/ir/annual-reports/fy2024-25/Paytm_Annual_Report_2024---25.pdf)

## Why Work Here
- **Benefits**: Medical insurance for self & family, wellness webinars, mental health support, maternity/paternity benefits, ESOPs, annual bonus, car lease, mobile device lease, employee discounts (Paytm Xtras), learning reimbursement, internal job mobility. [paytm.com/careers](https://paytm.com/careers)
- **Culture**: Innovation‑driven, purpose‑oriented (“simplify lives and fuel growth for millions”), with a strong emphasis on AI and technology. [paytm.com/careers](https://paytm.com/careers)
- **Work policy**: Most roles are **on‑site** (Noida, Mumbai, and other locations). [jobs.lever.co/paytm](https://jobs.lever.co/paytm)
- **Engineering culture**: Self‑driven learning, internal mobility, and the opportunity to work on products used by hundreds of millions of users.

## Sources
1. [Paytm Careers Page](https://paytm.com/careers)
2. [Paytm Job Openings (Lever)](https://jobs.lever.co/paytm)
3. [Paytm About Us](https://paytm.com/about-us)
4. [Paytm LinkedIn Profile](https://linkedin.com/company/paytm)
5. [Paytm Annual Report FY2024‑25 (PDF)](https://paytm.com/document/ir/annual-reports/fy2024-25/Paytm_Annual_Report_2024---25.pdf)

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