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Client Onboarding - Paytm Pi Agent (SMB)

Paytm

  • Noida, India
  • Not disclosed
  • 1-3 Years
  • Posted Yesterday
HR
Recruiter contact
Recruiter / hiring contact
No public email in this post. Use a source-linked contact instead.

About the role

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.

Eligibility & process

Who can apply

See the job description for eligibility.

Skills & stack

Operations Management Advanced Excel Project Coordination Reporting

Selection process

  1. As described in the employer's job posting.

Prep kit

20 resources
Study material 4
Company-specific guides 4
Likely coding questions 4
Round-wise strategy 4
Round 1: Online Assessment (OA) Aptitude, Quantitative Logic & 2 Coding Problems Focus on accuracy and speed. Practice arrays, strings, and standard arithmetic puzzles.
Round 2: Technical Interview 1 Core Tech Stack (Operations Management, Advanced Excel, Project Coordination, Reporting) & Live Code Tracing Explain your thought process aloud. Analyze time & space complexities before coding.
Round 3: System Design & Problem Solving Database Schemas, APIs & Architecture Basics Clarify edge cases, diagram schemas cleanly, and discuss scalability trade-offs.
Round 4: HR & Cultural Fit Discussion Paytm Core Values, Learning Agility & Offer Terms Demonstrate passion, strong communication, and readiness for full-time collaboration.
Technical questions 5
What is the difference between WHERE and HAVING clauses in SQL? Answer
Model answer: WHERE filters rows before any groupings are applied, while HAVING filters aggregated groups after GROUP BY has executed.
Explain SQL Window functions: ROW_NUMBER(), RANK(), and DENSE_RANK(). Answer
Model answer: ROW_NUMBER() assigns unique sequential integers. RANK() assigns identical ranks to ties and skips ranks. DENSE_RANK() assigns identical ranks to ties without skipping rank numbers.
How do you handle NULL and missing values during data cleaning in Python/Pandas? Answer
Model answer: Use .isna().sum() to identify missing values. Impute with mean/median using .fillna() or remove with .dropna(subset=[...]) depending on variance impact.
What is the difference between Star Schema and Snowflake Schema in Data Warehousing? Answer
Model answer: Star Schema has denormalized dimension tables directly connected to the central Fact table. Snowflake Schema normalizes dimension tables into sub-dimensions to minimize redundancy.
How do you calculate MoM (Month-over-Month) growth in SQL? Answer
Model answer: Use LAG(revenue, 1) OVER (ORDER BY month) to fetch the previous month's revenue and compute (revenue - prev_revenue) / prev_revenue * 100.
Behavioural & HR questions 3
Why do you want to join Paytm as a Client Onboarding - Paytm Pi Agent (SMB)?
Highlight Paytm's market reputation, recent tech innovations, and how your skills in Operations Management directly solve their team's objectives.
Describe a challenging bug or academic project roadblock and how you resolved it.
Use the STAR method: Situation (project context), Task (what needed solving), Action (specific tools/logic applied), Result (quantifiable positive outcome).
How do you handle strict deadlines or sudden scope changes?
Explain your prioritization strategy, proactive communication with mentors/peers, and agile mindset.
Paytm Not disclosed
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