Lead Relationship Manager

PactFi Inc.

Job Overview

Location

New York, NY

Job Type

Full-time

Full Job Description

📋 Description

• Serve as the primary relationship owner for a portfolio of institutional clients in the private credit space, building deep relationships with senior stakeholders and decision-makers.
• Lead Executive Business Reviews and joint business planning sessions to align PactFi’s product capabilities with each client’s evolving investment objectives.
• Navigate high-pressure conversations—including escalations, renewal negotiations, and strategic presentations—with commercial rigor and credibility.
• Own the full post-sale client lifecycle, driving product adoption, deepening engagement across PactFi’s suite of tools, and identifying expansion opportunities within your book of business.
• Proactively monitor client performance and health metrics to anticipate risks and surface growth opportunities before they escalate.
• Partner with clients to ensure full activation and maximum value extraction from the PactFi platform, optimizing efficiency and outcomes.
• Use data, structured analysis, and AI-enabled tools to identify growth opportunities, improve program management, and continuously optimize portfolio outcomes.
• Build and maintain detailed account plans that reflect each client’s strategic priorities, key stakeholders, and near-term expansion opportunities, ensuring internal alignment on account health and trajectory.
• Develop a prioritization framework for your client portfolio based on revenue potential, engagement depth, and expansion likelihood.
• Collaborate with Account Executives to transition clients seamlessly from sales to post-sale ownership, ensuring continuity and trust.
• Act as the internal advocate for client needs, coordinating with product, engineering, and support teams to address feedback and drive platform improvements.
• Maintain a deep understanding of private credit market dynamics, institutional investor behavior, and operational workflows in alternative asset management.
• Leverage technology, automation, and AI tools to enhance the efficiency and quality of client engagement across your portfolio.
• Operate with an entrepreneurial mindset, taking ownership in ambiguous environments and thriving in a fast-moving startup context.
• Ensure all client interactions adhere to PactFi’s bank-grade security standards and SOC 2 Type 2 compliance requirements.
• Represent PactFi at industry events and client forums to strengthen brand credibility and expand network influence within the private credit ecosystem.

🎯 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.
• Familiarity with private credit markets, alternative investments, or investment data and analytics platforms is a strong plus.
• Exceptional communication and stakeholder management skills — ability to build trust quickly with senior investment professionals and handle difficult conversations with composure.
• Analytical and data-driven approach to account management; use of performance data and structured frameworks to guide priorities and recommendations.

🏖️ Benefits

• Competitive salary + equity.
• Healthcare coverage.
• 401k.

Skills & Technologies

Senior

Onsite

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PactFi Inc.

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About PactFi Inc.

PactFi Inc. operates a decentralized automated market maker on the Algorand blockchain, enabling low-slippage stable and volatile token swaps, single-sided liquidity provision, and DAO-to-DAO trading. The protocol uses smart contracts for governance and liquidity incentives, supports programmable liquidity pools, and integrates with wallets and other DeFi services. Revenue comes from trading fees retained within pools, allocated to liquidity providers and the DAO treasury. Founded in 2021, the company maintains open-source code and is governed by a token-based community, focusing on capital-efficient, secure decentralized exchange infrastructure.

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