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PactFiPosted 2 months ago

Account Manager

$170,000–$205,000 year

RemoteUnited States

Full TimeMid LevelSmall

Job Summary

Account Manager to own and deepen relationships with institutional clients in the private credit space. As a core member of the Business Development team, you’ll take the handoff from Account Executives, own the client relationship, ensure accounts reach full potential, and drive retention, expansion, and value realization across PactFi’s platform. Responsibilities include serving as the primary relationship owner for a portfolio, leading executive business reviews and joint business planning, navigating escalations and renewals, driving product adoption and expansion, monitoring health metrics, and leveraging data and AI-enabled tools to identify growth opportunities. Strong communication, stakeholder management, data-driven decision making, and the ability to operate in a fast-moving environment are essential.

Required Qualifications

  • 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.

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