Account Manager

PactFi

Account Manager managing relationships with institutional clients in private credit at PactFi. Responsible for client retention, growth, and ensuring value from the platform.

Posted 6/23/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $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.
Lead Executive Business Reviews and joint business planning sessions.
Own the full post-sale client lifecycle.
Use data and structured analysis to identify growth opportunities.

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.
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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Soft Skills

relationship managementclient successdata analysisbusiness planningcommunication