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PactFi is building secure, end-to-end operational infrastructure for managing complex private credit transactions. The platform brings together all parties involved in private credit deals to efficiently allocate capital, complete KYC, share documents, and manage fund flows. With $9.8T in AUM across private asset markets projected to grow to $17T in five years, PactFi addresses a critical gap where most of the market still relies on error-prone internal software.
As Director of Strategic Accounts, you will own and deepen relationships with institutional clients in the private credit space, serving as the primary relationship owner for a portfolio of clients. This is a land-and-expand role where you take the handoff from Account Executives and are accountable for retention, attrition, and expansion across your book of business.
Key responsibilities include:
- Serve as primary relationship owner for a portfolio of private credit clients, building deep relationships with senior stakeholders and decision-makers
- Lead Executive Business Reviews and joint business planning sessions, connecting product capabilities to clients' investment objectives
- Own the full post-sale client lifecycle, driving product adoption and identifying expansion opportunities
- Monitor client health metrics proactively and take decisive action to address risks
- Use data and structured analysis to identify growth opportunities and optimize outcomes across your portfolio
- Build and maintain account plans reflecting each client's strategic priorities and key stakeholders
- Develop prioritization frameworks based on revenue potential, engagement depth, and expansion opportunity
- Navigate high-pressure conversations with credibility, managing escalations and renewals
You bring 10+ years of experience in account management, client success, investment banking, consulting, or related client-facing roles in financial services. You have a proven track record managing senior-level relationships with institutional investors and asset managers, and experience operating in post-sale capacity. Familiarity with private credit markets, alternative investments, or investment data platforms is a strong plus.
You excel at building trust quickly with senior investment professionals, handling difficult conversations with composure, and using data-driven approaches to guide priorities. You're comfortable with technology and AI-enabled tools, have strong organizational and program management skills, and bring an entrepreneurial mindset to a fast-moving environment.
