Customer Success Associate (RegTech)
Location: Karachi, Pakistan
Type: Full-time
About Us
Idenfo is a fast-growing RegTech company helping global organisations streamline AML, KYC, and compliance processes. We work with international clients across multiple jurisdictions, combining technology with deep compliance expertise. We're building technology that helps global organisations solve one of the hardest problems in business today - staying compliant while scaling fast.
What This Role Really Is
As a Customer Success Associate, you will act as the bridge between clients and internal teams once a sales opportunity is in progress. You will focus on managing client relationships, coordinating demos, handling documentation, and ensuring smooth onboarding and delivery for enterprise clients.
Key Responsibilities
- Support the sales team in managing active opportunities and client accounts.
- Coordinate and schedule product demos, ensuring all stakeholders are aligned.
- Gather and document client requirements, particularly for AML/KYC and compliance needs.
- Prepare client questionnaires, due diligence documentation, and onboarding materials.
- Assist in drafting, reviewing, and managing client contracts in coordination with leadership.
- Act as a point of contact for clients during pre- and post-sales stages.
- Work closely with product, compliance, and tech teams to ensure solutions meet client expectations.
- Maintain accurate records of client interactions, requirements, and project updates.
- Ensure a smooth transition from sales to delivery, supporting long-term client success.
Who We're Looking For
- Bachelor's degree (Business, Law, Finance, or related fields preferred).
- 0–2 years of experience in customer success, project coordination, sales support, or operations (fresh candidates with strong organisational skills can be considered).
- Strong documentation and communication skills, with attention to detail.
- Understanding or willingness to learn AML/KYC processes and compliance requirements.
- Ability to manage multiple stakeholders and timelines effectively.
- Structured thinker with a problem-solving mindset.
- Comfortable working in a client-facing, cross-functional role.
What You'll Gain
- Exposure to enterprise-level client handling and global compliance requirements.
- Experience in contract management, due diligence, and client onboarding processes.
- A pathway into Customer Success Management, Account Management, or Project Management roles.
- Hands-on involvement in a high-impact RegTech environment.
- Real ownership of client experience delivery
