Lead Relationship Manager

🕒 June 12

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PactFi

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2021

💳 Fintech

💸 Finance

☁️ SaaS

💰 Pre seed on 2021-12

Fintech • Finance • SaaS

PactFi is a secure, enterprise-grade SaaS platform that streamlines and manages complex private credit transactions and deal closings. It provides end-to-end operational infrastructure, centralized collaborative workflows, comprehensive audit trails, and integrations with internal and external systems, reducing coordination and cybersecurity risk for lenders, funds, and counterparties in private credit markets.

📋 Description

• Serve as the primary relationship owner for a portfolio of our private credit clients, building deep relationships with senior stakeholders and decision-makers • Lead Executive Business Reviews and joint business planning sessions, facilitating strategic conversations that connect our product capabilities to each client’s evolving investment objectives • Navigate high-pressure conversations with credibility and commercial rigor — whether managing escalations, negotiating renewals, or presenting • Own the full post-sale client lifecycle — driving product adoption, deepening engagement across PactFi’s suite of products, and identifying expansion opportunities within your book of business • Monitor client performance and health metrics proactively, taking decisive action to address risks and surface opportunities before they become issues • Partner with clients to ensure they are fully activated and generating value from the platform as efficiently as possible • Use data, structured analysis, and AI-enabled tools to identify growth opportunities, improve program management, and continuously optimize outcomes across your portfolio • Build and maintain account plans that reflect each client’s strategic priorities, key stakeholders, and near-term opportunities — keeping internal teams aligned on account health and trajectory • Develop a prioritization framework for your portfolio based on revenue potential, engagement depth, and expansion opportunity

🎯 Requirements

• 5+ years of experience in account management, client success, investment banking, consulting, or a related client-facing role within financial services • Proven track record managing senior-level relationships with institutional investors, asset managers, or other sophisticated financial counterparties • Experience operating in a post-sale capacity, owning client outcomes after handoff from a sales or business development team • Familiarity with private credit markets, alternative investments, or investment data and analytics platforms is a strong plus

🏖️ Benefits

• Competitive salary + equity • Healthcare coverage • 401k