Lead Relationship Manager

PactFi•New York, NY

1d•$170,000 - $205,000

About The Position

PactFi provides secure, end-to-end, operational infrastructure for managing complex private credit transactions. Our web-based application brings together all parties involved in such a transaction to more efficiently allocate capital, complete KYC, share documents, manage funds flow, and more. The platform is secured to a bank-grade standard, and we have received our SOC 2 Type 2 attestation. We’re looking for a strategic Lead Relationship Manager to own and deepen relationships with our institutional clients in the private credit space. As a core member of our Business Development team, you'll take the handoff from our Account Executives — owning the client relationship and making sure every account reaches its full potential. This is a land-and-expand role at its core. Once we win a client, you’re responsible for making sure they stay, grow, and get more value out of PactFi over time. You’ll be accountable for retention, attrition, and expansion across your book — and you’ll have the relationships, the data, and the product knowledge to deliver on all three. You don’t need to have spent your career in private credit — but you’re the type of person who picks up a new market quickly, asks the right questions, and earns credibility with sophisticated investors through preparation and commercial instinct.

Requirements

5+ years of experience in account management, client success, investment banking, consulting, or a related client-facing role within financial services — alternatives, private credit, asset management, or fintech serving institutional clients.
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.
Exceptional communication and stakeholder management skills — you can build trust quickly with senior investment professionals and handle difficult conversations with composure.
Analytical and data-driven approach to account management; you use performance data and structured frameworks to guide your priorities and recommendations.
Strong organizational and program management skills with the ability to manage multiple complex accounts simultaneously without losing the thread on any of them.
Comfortable leveraging technology, automation, and AI-enabled tools to improve efficiency and the quality of client engagement.
Entrepreneurial mindset — you take ownership, operate well in ambiguity, and are energized by building in a fast-moving environment.

Nice To Haves

Familiarity with private credit markets, alternative investments, or investment data and analytics platforms is a strong plus.

Responsibilities

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.