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PactFi is building secure, end-to-end operational infrastructure for private asset markets (PE, private credit, VC, real estate). The platform enables efficient capital allocation, KYC completion, document sharing, and fund flow management across complex transactions—addressing a $10T+ market that currently relies on error-prone internal systems. The company has achieved SOC 2 Type 2 attestation and partners with top-tier players in private credit.
As a Client Support Engineer, you will drive technical execution across the full client lifecycle, reporting to the Client Enablement Lead. This is a hands-on role combining client enablement, implementations, product adoption, and technical support.
Key responsibilities include:
- Directly manage Tier 1 client accounts through implementations, data migrations, API enablement, and ongoing 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 assigned accounts
- Maintain visibility across product usage, client workflows, tech stacks, and dependencies
You bring 3–5 years of experience in application engineering, data migrations, product analytics, or support engineering, ideally from consulting, professional services, FinTech, or enterprise SaaS. You are proficient in AI-assisted development and debugging, APIs, and technical implementations. You have hands-on experience with vendor systems such as Pendo, Amazon Redshift, and Intercom. Strong communication skills are essential. Experience in private credit, financial infrastructure, or regulated financial products is a plus.
The role is based in the New York office. Travel is not required, though optional in-person client engagement may occur.
