About the RoleWe'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.
What You'll Do:Client Relationships & Engagement• 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.
Retention, Adoption & Growth• 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.
Strategy & Operations• 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.
What You'll Bring:Experience• 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.
• Familiarity with private credit markets, alternative investments, or investment data and analytics platforms is a strong plus.
Skills & Capabilities• 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.
What We Offer- Competitive salary + equity.
