PactFi
FinTech
LeadRelationshipManager
Neural analysis suggests this role is
optimal for Lead candidates.
“Lead Relationship Manager at PactFi. Skills: Relationship management, Client retention, Revenue generation. Own client relationships. Deepen client relationships”
What You'll Achieve.
Achieve full client potential; Ensure client retention; Minimize client attrition; Maximize client expansion; Ensure client value generation
Industry & Context.
Root cause analysis
What They're Looking For.
Must Have
5+ years account management, 5+ years client success, 5+ years investment banking, 5+ years consulting, 5+ years client-facing role, Experience managing senior-level relationships, Experience operating in post-sale capacity
Nice to Have
Familiarity with private credit markets, Familiarity with alternative investments, Familiarity with investment data platforms, Familiarity with analytics platforms
What You'll Do.
Own client relationships
Deepen client relationships
Drive client retention
Drive client attrition
Drive client expansion
Serve as relationship owner
Build deep relationships
Lead Executive Business Reviews
Facilitate strategic conversations
Drive product adoption
Deepen product engagement
Identify expansion opportunities
Monitor client performance
Monitor client health
Surface opportunities
Ensure client activation
Generate value from platform
Use data for opportunities
Use analysis for opportunities
Use AI tools for opportunities
Improve program management
Optimize portfolio outcomes
Develop prioritization framework
How You'll Work.
Team & Collaboration
Internal teams alignment
Communication Scope
Executive Business Reviews; Client conversations
Full Job Description
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, bu
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