---
title: 'Account Manager at PactFi'
canonical: 'https://feeny.ai/job/account-manager-pactfi-new-york-b33hnrqgn0bg'
type: 'job'
last_seen: '2026-09-07'
---

# Account Manager at PactFi

- **Company:** PactFi
- **Location:** New York, NY
- **Compensation:** $130k–$205k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-07-27
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.ashbyhq.com/pactfi/4a7ed6be-5b70-475d-b0fb-9ed7985c77e8

## 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 an Account 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, 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.

Retention, Adoption & Growth

- 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.

Strategy & Operations

- 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.

## WHAT YOU’LL BRING:

## Experience

- 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.

## Skills & Capabilities

- Exceptional communication and stakeholder management skills — you can build trust quickly with senior investment professionals and handle difficult conversations with composure.
- Analytical and data-driven approach to account management; you use performance data and structured frameworks to guide your priorities and recommendations.
- Strong organizational and program management skills with the ability to manage multiple complex accounts simultaneously without losing the thread on any of them.
- Comfortable leveraging technology, automation, and AI-enabled tools to improve efficiency and the quality of client engagement.
- Entrepreneurial mindset — you take ownership, operate well in ambiguity, and are energized by building in a fast-moving environment.

## What We Offer

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

## About PactFi

## Company Overview
- **One-liner**: PactFi provides a secure, end-to-end operational platform for executing and servicing private credit transactions, replacing fragmented email and spreadsheet workflows with shared processes and real-time coordination.
- **Entity Type**: Private (Venture Capital-Backed; Series A)
- **Headquarters**: New York, New York, United States
- **Founded**: 2020 per PitchBook, 2021 per LinkedIn – conflicting reports
- **Founders**: Emma Zhang (CEO) and Alexa Valle Burguete (CTO)

## Core Business
- **Primary industry**: Financial Software / Private Credit Infrastructure
- **Target customers**: B2B – private credit asset managers, fund entities, and counterparties (enterprise and institutional)
- **Mission/purpose**: Modernize the operational backbone of the private credit market, enabling scale, liquidity, and security for all participants.

## Products & Services
- **PactFi Platform (Core SaaS)**: A collaborative, end-to-end operational platform for managing the full private credit lifecycle – from deal origination and execution to post-close servicing, cashless roll workflows, and audit logging. Designed for use across counterparties.
- **PactFi AI**: Embedded AI capabilities compatible with firms’ own AI models, integrated directly into the platform to automate data capture and workflows.
- **Lead Arranger Module**: Specialized tools for lead arrangers to manage syndication and investor relations.
- **Post-Close Portal**: Secure portal for ongoing servicing, reporting, and compliance.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Total funding raised – $32M (including a $25M Series A in March 2026 led by 7RIDGE)
- **Notable Investors/Partners**: 7RIDGE (lead, Series A), Neotribe Ventures, Fin Capital, Operator Partners, Actyus, Watertower Ventures (pre-seed). Trusted by many of the top-20 credit asset managers.
- **Growth Signals**:
  - $300+ billion in deal volume processed on the platform
  - 250+ counterparties and 3,000+ fund entities
  - Headcount grew 65.2% year-over-year to ~30 employees (LinkedIn, 2026)
  - Active hiring with 4 open roles (Automation Lead, Senior DevSecOps Engineer, Director of Engineering, Senior Software Engineer)

## Competitive Advantages
- **Network effects**: Platform is designed to be used between counterparties, creating stickiness as more participants join.
- **Security & compliance**: SOC 2 Type II and ISO 27001 certified, with full audit logs and independently attested controls.
- **Built with industry leaders**: Product developed in collaboration with top private credit firms, ensuring real-world fit.
- **Data structure at application level**: Embedded data capture enables powerful automations and structured data exchange, replacing manual spreadsheets.

## Strategic Focus
- Continue scaling the platform to capture more of the $1.7T+ private credit market
- Deepen AI integration to further automate deal workflows
- Expand engineering and product teams to accelerate product development
- Grow network of counterparties and fund entities

## Why Work Here
- **Culture**: High-growth, collaborative environment with a focus on modernizing a massive, underserved market. Recent company updates highlight team expansion and record years.
- **Work model**: Hybrid/office presence in New York (headquarters at 49 West 27th Street). International presence in Brazil and the UK.
- **Notable perks**: Opportunity to work on cutting-edge fintech infrastructure with a security-first approach. Strong emphasis on engineering and product excellence.
- **Current openings**: Automation Lead, Senior DevSecOps Engineer, Director of Engineering, Senior Software Engineer (Laravel/Vue.js) – indicating a push to scale technical capabilities.

## Sources
1. [pactfi.com](https://www.pactfi.com/) – Homepage and product overview
2. [pactfi.com/about](https://www.pactfi.com/about) – Founders and company background
3. [pactfi.com/news-updates/security](https://www.pactfi.com/news-updates/security) – Security certifications (SOC 2, ISO 27001)
4. [pitchbook.com](https://pitchbook.com/profiles/company/454502-53) – Funding, valuation, employee count, investors
5. [linkedin.com](https://www.linkedin.com/company/pactfi) – Employee count, growth, recent updates, open roles
6. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/pactfi) – Current job postings

## Other roles at PactFi

- [Lead Software Engineer](https://feeny.ai/job/lead-software-engineer-pactfi-new-york-b8hs198jxe18) — New York, NY
- [Full Stack Engineer (Laravel)](https://feeny.ai/job/full-stack-engineer-laravel-pactfi-new-york-ykvk5kgz454n) — New York, NY
- [Client Support Engineer](https://feeny.ai/job/client-support-engineer-pactfi-san-francisco-rt9q26vvcndm) — San Francisco, CA
- [Client Support Engineer](https://feeny.ai/job/client-support-engineer-pactfi-seattle-gdc3324tdf9n) — Seattle, WA
- [Implementation Engineer](https://feeny.ai/job/implementation-engineer-pactfi-seattle-4twfshfw46kj) — Seattle, WA
- [Implementation Engineer](https://feeny.ai/job/implementation-engineer-pactfi-san-francisco-j5dh9c0pvs2k) — San Francisco, CA
- [Director, Strategic Accounts](https://feeny.ai/job/director-strategic-accounts-pactfi-new-york-t2fcskeeekz5) — New York, NY
- [Senior Product Designer](https://feeny.ai/job/senior-product-designer-pactfi-new-york-fg3aya5ezsdy) — New York, NY
- [Senior Product Manager](https://feeny.ai/job/senior-product-manager-pactfi-new-york-zx9wkmf2wah3) — New York, NY
- [Senior DevSecOps Engineer](https://feeny.ai/job/senior-devsecops-engineer-pactfi-new-york-cywsdvh969n3) — New York, NY