- Early StageStartup in initial stages
Implementation Associate (Cards)
- ₹5L – ₹7L
- |
- |1 year of exp
- |Full Time
In office - WFH flexibility
Not Available
About the job
About Pazy
Pazy (DecentGrad Technologies) is a B2B accounts payable automation platform for Indian finance teams. Companies use Pazy for invoice-to-pay, procurement, reimbursements, corporate cards, connected banking and ERP integrations with Tally, Zoho Books, NetSuite, SAP B1 and Dynamics 365.
Role overview
We are looking for a detail-oriented individual to own the end-to-end onboarding of our corporate card clients: from KYC and documentation, through card issuance, to cards that are active and in use. You will be the link between clients, internal teams and banking partners, getting prepaid card program live quickly and correctly.
Key responsibilities
1. Client onboarding and KYC
- Drive the full KYC lifecycle for corporate clients, from document collection through verification to final approval
- Review and validate business documents: PAN, GST certificate, Certificate of Incorporation, MOA/AOA, board resolutions and authorised signatory KYC
- Make sure every submission meets internal policy and regulatory standards before it goes for approval
2. Card onboarding and activation
- Run the kickoff call and capture the client's card use case: cardholders, spend categories, limits and approvals
- Set up the card program in Pazy: users and roles, card limits, spend policies, approval workflows and expense categories
- Drive card issuance with the issuing bank partner until every requested card is issued and delivered
- Train admins and cardholders on card usage, receipt capture, expense submission and reconciliation, and share user guides
- Drive activation after go-live: track activated cards, first transactions and spend, and follow up with clients whose cards sit unused
3. Coordination and follow-ups
- Be the client's primary point of contact through onboarding, with timely follow-ups on pending or incomplete documents
- Keep clients informed over calls and email, with an update after every milestone Maintain accurate KYC and onboarding trackers and dashboards, with regular status updates to stakeholders
- Spot and escalate discrepancies, documentation risks and red flags early
- Log client feedback and product issues for the product team
Requirements
- 0–2 years in Implementation & Onboarding; a fintech, banking or payments background is preferred
- Strong attention to detail
- Excellent communication, comfortable handling clients across calls, email and chat
- A habit of following up until things are closed, across many clients at once Good to have
- Exposure to prepaid card issuance, UPI or banking-as-a-service platforms
- Experience in a fintech, NBFC or other regulated environment
- Ability to handle high volumes without losing accuracy or turnaround time
- Experience training end users on a software product
- Familiarity with corporate cards, expense management or spend control tools
What You’ll Get
- Direct exposure to fintech infrastructure
- A fast-paced environment where you'll learn quickly and take on real ownership
- Cross-functional collaboration with sales, product, compliance, and partner teams Room to grow into senior operations or compliance roles as you build expertise
About the company
- Early StageStartup in initial stages
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