Lead Business Analyst (P&C domain)

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 ●

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: As Senior Product Manager for Case Management, you will own the product area that moves insurance cases through their lifecycle — from new-business intake and requirements orchestration through underwriting, issuance, and placement. You will lead the product life cycle for this domain, partner closely with Engineering, and work across Zinnia’s Product Organization to keep the case-management experience aligned with company strategy while delivering measurable value to carriers, distributors, and policyholders. WHAT YOU’LL DO: Own the product roadmap and lifecycle for Zinnia’s case-management capabilities across the new-business and underwriting workflow - intake, requirements gathering, status tracking, and case placement - spanning distributor and carrier touchpoints on our platforms. Lead technical discussions with Engineering teams and manage technical and business requirements end to end. Partner with cross-functional teams to ensure product requirements are met, evaluate product performance, and transition features from development to commercialization. Define delivery and deployment timelines for new product, feature, maintenance, and corrective/service-pack releases. Ensure the technology and architectural roadmap aligns with and supports the product and business roadmap. Act as a customer liaison on technical matters related to product integration, custom development, and requ

ABOUT THE PROJECT MANAGER ROLE: WIN is looking for proactive and execution-focused Project Managers who can drive projects end-to-end, remove blockers quickly, manage timelines efficiently, and ensure strong collaboration across teams. We are looking for someone who can lead from the front, a structured thinker who understands technology well enough to hold teams accountable, provide meaningful feedback, and ensure smooth execution without unnecessary process overhead. KEY RESPONSIBILITIES: Organize and manage end-to-end execution of multiple SaaS-based projects and priorities with strong ownership. Define project scope, timelines, deliverables, dependencies, and responsibilities across teams. Collaborate closely with product, engineering, design, QA, and business teams to ensure smooth execution. Define and manage project roadmaps in coordination with stakeholders and development teams. Drive day-to-day project execution and ensure timely delivery across all phases. Identify blockers, risks, and operational gaps proactively and ensure timely resolution. Maintain and manage release sheets, sprint trackers, project documentation, and status reports. Communicate project progress, timelines, dependencies, and risks clearly to stakeholders and leadership. Facilitate effective collaboration and alignment between cross-functional teams. Lead project planning meetings, sprint reviews, stand-ups, and delivery discussions. Ensure accountability across teams through regular follow-ups and structured execution processes. Review workflows, suggest process improvements, and implement best practices in project planning and execution. Take a hands-on approach when required by diving deep into solutions. Ensure teams follow quality standards, security practices, and scalable execution methodologies. Balance execution speed with quality and operational efficiency. REQUIRED QUALIFICATIONS: 5+ years of experience in

ABOUT THE PROJECT MANAGER ROLE: WIN is looking for a proactive and execution-focused Project Manager who can drive projects end-to-end, remove blockers quickly, manage timelines efficiently, and ensure strong collaboration across teams. We are looking for someone who can lead from the front, a structured thinker who understands technology well enough to hold teams accountable, provide meaningful feedback, and ensure smooth execution without unnecessary process overhead. KEY RESPONSIBILITIES: Organize and manage end-to-end execution of multiple SaaS-based projects and priorities with strong ownership. Define project scope, timelines, deliverables, dependencies, and responsibilities across teams. Collaborate closely with product, engineering, design, QA, and business teams to ensure smooth execution. Define and manage project roadmaps in coordination with stakeholders and development teams. Drive day-to-day project execution and ensure timely delivery across all phases. Identify blockers, risks, and operational gaps proactively and ensure timely resolution. Maintain and manage release sheets, sprint trackers, project documentation, and status reports. Communicate project progress, timelines, dependencies, and risks clearly to stakeholders and leadership. Facilitate effective collaboration and alignment between cross-functional teams. Lead project planning meetings, sprint reviews, stand-ups, and delivery discussions. Ensure accountability across teams through regular follow-ups and structured execution processes. Review workflows, suggest process improvements, and implement best practices in project planning and execution. Take a hands-on approach when required by diving deep into solutions. Ensure teams follow quality standards, security practices, and scalable execution methodologies. Balance execution speed with quality and operational efficiency. REQUIRED QUALIFICATIONS: 5+ years of experience in

About Us: Paytm is India’s leading mobile payments and financial services distribution company. A pioneer of the mobile QR payments revolution, Paytm builds technology that enables small businesses and consumers to participate in the digital economy. Our mission is to serve half a billion Indians and bring them into the mainstream economy through technology. About the Role: We are looking for a strategic and hands-on Growth & CLM Leader to own growth for the Paytm for Business app across activation, engagement, retention and winback, with a strong focus on service/product journeys. The role will build a data-led growth engine through analytics, experimentation, lifecycle marketing and AI/agentic automation, while leading a high-performing Growth & CLM team. Key Responsibilities: -Own app growth across activation, engagement, retention, monetization and winback. Drive growth for key service/product journeys and optimize critical user funnels. -Build and scale CLM programs across onboarding, activation, engagement, retention and reactivation. -Drive experimentation, A/B testing, personalization and funnel optimization. -Leverage AI/GenAI and agentic capabilities to automate and improve growth and CLM. -Use customer data, cohorts and analytics to identify growth opportunities and measure impact. -Partner with Product, Engineering, Analytics, Marketing, Business and Operations teams to deliver growth charters. -Lead and mentor Growth Managers and CLM execution teams. -Establish strong growth metrics, dashboards and operating rhythms. What We’re Looking For: -10+ years of experience in Growth, Product, CLM, Consumer Internet or Fintech. -Experience in Tier-1 product/consumer internet/fintech companies; Tier-1 institute preferred. -Proven track record of driving app growth and lifecycle marketing at scale. -Strong understanding of growth funnels, retention, engagement, experimentation and CLM. -Hands-on experience with AI/GenAI/Agentic capabilities for growth automa

Who We Are Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. Just as importantly, we empower our people—providing the tools, support, and opportunities they need to grow and succeed. We don’t just make bold promises—we deliver results. As the largest cloud-based software provider for the Property & Casualty market, Insurity is trusted by 22 of the top 25 P&C carriers and 7 of the top 10 wholesale brokers in the MGA space. Behind that trust is a team that delivers exceptional value and deep industry expertise. While our technology sets us apart, it’s our people who truly make the difference. At Insurity, you’ll collaborate with some of the most creative and knowledgeable minds in insurance tech—in a culture that fosters innovation, teamwork, and continuous learning. Our award-winning onboarding experience welcomes and supports you from the moment you accept our offer. Ready to grow your career with an industry leader? Apply today—we’re excited to welcome you. #UatInsurity What’s In It For U Work Where You Thrive: Find a hybrid work environment that allows you to enjoy great work life balance, stay connected and collaborative Generous Time Off : Our leadership believes in taking the time you need when you need it. Day One Health Benefits + Employer-Matched Retirement Savings : You might think these are table stakes, but we know these matter to you. More Than Just Core Values : Our values are fundamental in how we attract, train, and retain top talent. Award-Winning Onboarding Program : We set you up from the get-go to make a significant impact from Day One and follow you through your entire first year. Real Career Growth