Lead Relationship Manager

PactFi

Strategic Lead Relationship Manager responsible for maintaining and growing institutional client relationships in private credit. Driving product adoption and engagement for PactFi's financial services.

Posted 6/12/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $110,000 - $130,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5+ years of experience in account management, client success, investment banking, consulting, or a related client-facing role within financial services
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

Benefits

Comp & perks

Competitive salary + equity
Healthcare coverage
401k

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementclient successinvestment bankingconsultingdata analysisprogram managementnegotiationproduct adoptionrisk managementportfolio management

Soft Skills

relationship buildingstrategic conversation facilitationcredibilitycommercial rigorproactive monitoringclient activationengagement depthcommunicationprioritizationcollaboration