---
title: 'Client Support Engineer at PactFi'
canonical: 'https://feeny.ai/job/client-support-engineer-pactfi-san-francisco-rt9q26vvcndm'
type: 'job'
last_seen: '2026-09-07'
---

# Client Support Engineer at PactFi

- **Company:** PactFi
- **Location:** San Francisco, CA
- **Compensation:** $130k–$150k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-08-04
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.ashbyhq.com/pactfi/3d649c09-0642-496a-9388-5c7addfd8261

## 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 Job

We're seeking a Client Support Engineer to drive technical execution across the end-to-end client lifecycle.

This is a hands-on role reporting to the Client Enablement Lead. From day one, you will execute client enablement across client implementations, product adoption, software development, and technical support.

This role is a remote position, and you will be working in the West Coast time zone. Travel is not required, though there may be optional opportunities to engage with clients in person when beneficial.

## What You'll Do

- Directly manage Tier 1 client accounts across implementations, data migrations, API enablement, and support
- Partner with Product and Engineering to develop and ship internal tooling and client-facing solutions independent of the product roadmap
- Own technical troubleshooting and support for covered accounts
- Maintain visibility across product usage, client workflows, tech stacks, and dependencies

## What You Bring

- 3-5 years of experience in application engineering, data migrations, product analytics, and support engineering in consulting, professional services, FinTech, or enterprise SaaS
- Proficient in AI-assisted development and debugging, APIs, and technical implementations
- Business technology expertise working across vendor systems (Pendo, Amazon Redshift, Intercom)
- Excellent communication skills
- Experience in private credit, financial infrastructure, or regulated financial products is a plus

## What We Offer

- Competitive salary + equity
- Healthcare coverage
- 401k

## 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-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
- [Account Manager](https://feeny.ai/job/account-manager-pactfi-new-york-b33hnrqgn0bg) — 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