PactFi
Lead Relationship Manager
New York, NY · Senior
Sponsorship not specifiedDetected 40 days ago
ComplianceStakeholder ManagementAccount ManagementBusiness DevelopmentCommunication
About the role
- 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.
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.
- 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.
- Use data, structured analysis, and AI-enabled tools to identify growth opportunities, improve program management, and continuously optimize outcomes across your portfolio.
- Develop a prioritization framework for your portfolio based on revenue potential, engagement depth, and expansion opportunity.
- Exceptional communication and stakeholder management skills - you can build trust quickly with senior investment professionals and handle difficult conversations with composure.
- Strong organizational and program management skills with the ability to manage multiple complex accounts simultaneously without losing the thread on any of them.
Compensation
- Competitive salary + equity.
Benefits
- Competitive salary + equity.
- Healthcare coverage.
- Entrepreneurial mindset - you take ownership, operate well in ambiguity, and are energized by building in a fast-moving environment.
- Monitor client performance and health metrics proactively, taking decisive action to address risks and surface opportunities before they become issues.
- 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.
Company info
- Partner with clients to ensure they are fully activated and generating value from the platform as efficiently as possible.
This listing is sourced directly from PactFi's careers page and normalized into a canonical job model.