Client Onboarding Jobs

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 ●

The Clnt Onbrd Intmd Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities: Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface. Responsible for ensuring a smooth process in handling all of the aspects of on-boarding a client. Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes. Responsible for identifying opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance. Support and monitor the timely and accurate execution of client and internal requests to the group. Provides additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client. Perform client documentation searches across internal and external sites and compile client profiles. Interacts with client regarding the latest status and current on-boarding actions. Partner with internal teams to ensure regulatory reviews on all clients

The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Responsibilities: Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface. Responsible for ensuring a smooth process in handling all of the aspects of onboarding a client. Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes. Identify opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance. Support and monitor the timely and accurate execution of client and internal requests to the group. Provide additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client. Perform client documentation searches across internal and external sites and compile client profiles. Interact with client regarding the latest status and current on-boarding actions. Partner with internal teams to ensure regulatory reviews on all clients are performed. Ensure all client review materials are in place and comp

Client Onboarding Manager — Mississauga Ontario Canada. Apply via Workday.

Client Onboarding Director, Inference and Agentic AI Location: Noida Company: Paytm About Paytm Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Role Overview Paytm is looking to hire a Client Onboarding Director to own implementation delivery and client onboarding governance for Paytm’s AI Inference and Agentic AI products across enterprise clients. This is a managerial role that will lead Client Onboarding Managers and ensure that enterprise deployments move smoothly from sales closure to go live and early adoption. The role sits at the intersection of client teams, product, engineering, business, and sales, and is responsible for converting signed enterprise deals into successful, timely, and scalable deployments. The candidate will own delivery planning, integration governance, risk management, stakeholder communication, and post go live stabilization across enterprise AI agent deployments. The role requires strong program management, technical understanding, client handling, and ability to drive execution across multiple internal and external teams. Key Responsibilities Delivery Ownership and Implementation Governance Own end to end delivery governance for enterprise AI agent deployments from sales handoff to go live and stabilization. Lead the implementation planning process across scope

Client Onboarding Manager – Inference & Agentic AI | Paytm (Noida) About the Role Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Key Responsibilities Own client onboarding from sales handover to go-live. Understand client workflows, systems, and integration requirements. Coordinate with Product, Engineering, and Client teams for seamless deployment. Manage onboarding timelines, milestones, and stakeholder communication. Conduct client training sessions and drive product adoption. Track onboarding KPIs, client satisfaction, and implementation success. Gather client feedback and support continuous product improvements. Ideal Candidate 2–5 years of experience in Client Onboarding, Implementation, Customer Success, or Solutions Engineering. Experience in SaaS, Fintech, Enterprise Technology, or AI products preferred. Good understanding of APIs, integrations, CRM systems, and enterprise workflows. Strong project management, problem-solving, and stakeholder management skills. Excellent communication and client-facing abilities. Bachelor’s degree in Engineering, Business, or related field. Location: Noida Why Join? Be part of Paytm’s fast-growing AI business and work closely with enterprise clients to deliver cutting-edge AI-driven automation solutions at scale.

About Paytm Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Role Overview Paytm is looking to hire a Client Onboarding Director to own implementation delivery and client onboarding governance for Paytm’s AI Inference and Agentic AI products across enterprise clients. This is a managerial role that will lead Client Onboarding Managers and ensure that enterprise deployments move smoothly from sales closure to go live and early adoption. The role sits at the intersection of client teams, product, engineering, business, and sales, and is responsible for converting signed enterprise deals into successful, timely, and scalable deployments. The candidate will own delivery planning, integration governance, risk management, stakeholder communication, and post go live stabilization across enterprise AI agent deployments. The role requires strong program management, technical understanding, client handling, and ability to drive execution across multiple internal and external teams. Key Responsibilities Own end to end delivery governance for enterprise AI agent deployments from sales handoff to go live and stabilization. Lead the implementation planning process across scope, timelines, milestones, dependencies, risks, and success metrics. Ensure every enterprise deployment has a clear project plan, own

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is to assist clients with authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Manage the data feed onboarding process for new Addepar clients, which includes but is not limited to: Communicate and explain the data onboarding workflow to clients over calls and emails Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds Provision received accounts to the appropriate Addepar environments Work closely with data providers to tri

Opportunity Overview: Cohere’s Provider & User Management team is responsible for ensuring that provider organizations are supported throughout their lifecycle of using the platform. This role will play a critical part in enabling successful onboarding across our client base by capturing, analyzing, and translating real-world workflows into actionable insights for downstream teams. The Business Analyst role is an entry-level position focused on pre-implementation readiness. This individual will support client onboarding by conducting workflow shadowing, time studies, and documentation of current-state processes within provider organizations and health plans. As a Business Analyst , you will work closely with cross-functional teams at Cohere to deeply understand our mission and the providers and health plans engaging with our products and services. You will gain exposure to client user perspectives—including clinical reviewers (e.g., RNs, LPNs) and operational teams—and the workflows they operate within. You will leverage this knowledge to document and synthesize insights that inform Client User Training, Provider Training, Product, and Provider Success Account Management teams. Your work will directly impact how Cohere prepares providers and clients for implementation and scales best practices across the organization. The Business Analyst will be highly organized, curious, and detail-oriented, with a strong ability to observe, document, and communicate workflows in a way that drives clarity and action. What you’ll do: Conduct pre-implementation workflow shadowing sessions with provider organizations and health plan teams Perform time studies and analyze current-state workflows to identify inefficiencies and variation Document workflows, processes, and user behaviors in a clear and structured format Translate observations into actionable insights and recommendations for downstream teams (e.g., Client Training, Provider Training, Product) Partner with cross-functi

About THG Ingenuity THG Ingenuity is a fully integrated digital commerce ecosystem, designed to power brands without limits. Our global end-to-end tech platform is comprised of three products: THG Commerce, THG Studios, THG Fulfilment. Each represents a single, unified solution, overcoming challenges and taking brands direct-to-consumer. Our client portfolio includes globally recognised brands such as Coca-Cola, Nestle, Elemis, Homebase, and Proctor & Gamble. Commercial Finance Business Partner Role Overview We are seeking a Commercial Finance Business Partner to lead the financial review, onboarding and commercial governance of new THG Ingenuity clients. This is a highly visible role that sits at the heart of Commercial, Operations, Solutions and Finance, ensuring client contracts, billing structures and operational processes are accurately translated into scalable financial and system solutions. The successful candidate will own the commercial finance onboarding process from contract review through to billing implementation, ensuring clients are integrated efficiently, commercially aligned and capable of being billed accurately from day one. The role requires exceptional organisation, attention to detail and stakeholder management skills, with a strong focus on governance, contract management and process improvement. In addition, the role will lead a team of four finance professionals responsible for revenue accounting, client profitability analysis, inventory finance, forecasting and fixed cost management. Key Responsibilities Commercial Review & Client Onboarding Lead the financial review of new client opportunities and contract negotiations. Assess commercial viability, profitability and operational implications of new business opportunities. Partner with Commercial, Solutions and Operations teams to ensure a seamless onboarding process. Ensure contractual commitments, pricing structures and billing requirements are fully understood and successful

Here’s a summary of the role: Diligent is seeking an experienced Advisory & Consulting Manager (Risk & Audit) to join our growing Professional Services team, driving successful SaaS implementation delivery, client onboarding, and consulting engagements that deliver measurable value for our customers. In this role, you will lead customer adoption and implementation projects for Diligent’s Governance, Risk and Compliance solutions, with a strong focus on driving successful delivery, maintaining operational consistency, and executing implementations in line with Diligent’s established Services Strategy methodology. If you are a highly operational, execution-focused project leader who is passionate about technology and innovation, driven by creating meaningful client impact, building trusted partnerships, and delivering sustainable growth through exceptional consulting services, this is your next move. This role is open to candidates based in Singapore, Australia and New Zealand . Please note that we are unable to provide visa sponsorship, so applicants must already have the legal right to work in their country of residence. Candidates based in one of our office locations within Singapore, Australia or New Zealand are expected to work from the office at least 50% of the time in line with our hybrid working policy. For candidates based elsewhere within these countries, where we do not have an office, remote working arrangements will be considered. Here’s a breakdown of what you’ll do (not all of it, just the important stuff): Leading multiple end-to-end implementation of Diligent solutions for clients, from project kick-off through to go-live, ensuring projects are delivered on time and within scope. Proactively manage portfolio operations, accurate time and scope capture within project, project financials, team utilization, and time management. Mobilize the right team resources to ensure projects are delivered successfully, delays and overrun

Here’s a summary of the role: Diligent is seeking an experienced Advisory & Consulting Manager (Risk & Audit) to join our growing Professional Services team, driving successful SaaS implementation delivery, client onboarding, and consulting engagements that deliver measurable value for our customers. In this role, you will lead customer adoption and implementation projects for Diligent’s Governance, Risk and Compliance solutions, with a strong focus on driving successful delivery, maintaining operational consistency, and executing implementations in line with Diligent’s established Services Strategy methodology. If you are a highly operational, execution-focused project leader who is passionate about technology and innovation, driven by creating meaningful client impact, building trusted partnerships, and delivering sustainable growth through exceptional consulting services, this is your next move. This role is open to candidates based in Singapore, Australia and New Zealand . Please note that we are unable to provide visa sponsorship, so applicants must already have the legal right to work in their country of residence. Candidates based in one of our office locations within Singapore, Australia or New Zealand are expected to work from the office at least 50% of the time in line with our hybrid working policy. For candidates based elsewhere within these countries, where we do not have an office, remote working arrangements will be considered. Here’s a breakdown of what you’ll do (not all of it, just the important stuff): Leading multiple end-to-end implementation of Diligent solutions for clients, from project kick-off through to go-live, ensuring projects are delivered on time and within scope. Proactively manage portfolio operations, accurate time and scope capture within project, project financials, team utilization, and time management. Mobilize the right team resources to ensure projects are delivered successfully, delays and overrun

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. About the role: The Account Manager will help their clients grow and realize the Flexport value by deeply understanding the client’s supply chain and partnering to find solutions for their clients. Our clients depend on us to manage their experience with high degrees of professionalism and attention to detail. Here are some of the responsibilities for this role: Your responsibilities as an Account Manager include, but are not limited to, the following: Cultivate and grow relationships with key business stakeholders that empower the client and deepen the relationship with Flexport. Meet regularly with clients to monitor the account health and find ways to improve on their current experience. Use your knowledge of the client to identify, develop, and close upsell, cross sell and renewal opportunities. Keep a close pulse on client financial health, reporting on the client’s financials and ensuring clients maintain consistent payment schedules. Lead and actively participate in client onboarding and creating standard operating procedures. Scope and guide the implementation stages and timelines for new opportunities and clients. Monitor client metrics d

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. The Account Manager will help their clients grow and realize the Flexport value by deeply understanding the client’s supply chain and partnering to find solutions for their clients. Our clients depend on us to manage their experience with high degrees of professionalism and attention to detail. Here are some of the responsibilities for this role: You will: Your responsibilities as an Account Manager include, but are not limited to, the following: Cultivate and grow relationships with key business stakeholders that empower the client and deepen the relationship with Flexport. Meet regularly with clients to monitor the account health and find ways to improve on their current experience. Use your knowledge of the client to identify, develop, and close upsell, cross sell and renewal opportunities. Keep a close pulse on client financial health, reporting on the client’s financials and ensuring clients maintain consistent payment schedules. Lead and actively participate in client onboarding and creating standard operating procedures. Scope and guide the implementation stages and timelines for new opportunities and clients. Monitor client metrics data, working

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. The opportunity: The Account Manager will help their clients grow and realize the Flexport value proposition by deeply understanding the client’s supply chain and partnering to find solutions for their clients. Our clients depend on us to manage their experience with a high degree of professionalism and attention to detail. Your responsibilities as an Account Manager include, but are not limited to, the following: Cultivate and grow relationships with key business stakeholders that empower the client and deepen the relationship with Flexport. Meet regularly with clients to monitor the account health and find ways to improve on their current experience. Use your knowledge of the client to identify, develop, and close upsell, cross sell and renewal opportunities. Keep a close pulse on client financial health, reporting on the client’s financials and ensuring clients maintain consistent payment schedules. Lead and actively participate in client onboarding and creating standard operating procedures. Scope and guide the implementation stages and timelines for new opportunities and clients. Monitor client metrics data, working with Global Operati