Lead Relationship Manager

About PactFi Private asset markets (PE, Private Credit, VC, Real Estate) have 10x to 9.8T in AUM over the past decade and are projected to grow to $17T in the next five years. However, digital infrastructure has not kept pace, with most of the market operating predominantly in error-prone, internal-only software solutions. 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. PactFi was developed in close partnership with two of the industry's largest players, both of whom represent the top 3 players in the private credit space by both size (AUM) and deal activity. About the Role 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. 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.

• 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.

• 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.

• 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.