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 Enablement Specialist to drive end-to-end client adoption of PactFi’s core workflows.
From day one, you will build deep product knowledge to execute client enablement across new client onboarding, training, and ongoing support. You will directly support new product launches and drive adoption of the end-to-end PactFi experience at scale.
This is a high-ownership role at the intersection of clients, Product, Engineering, and Business Development. You'll develop deep expertise in both PactFi and private credit to become a trusted partner to sophisticated financial institutions.
This role is based in our New York office. Travel is not required, though there may be optional opportunities to engage with clients in person when beneficial.
What You'll Do
Deliver polished, high-impact client trainings and resources that accelerate onboarding, support new product launches, and drive adoption through effective change management
Own client support issues end-to-end, diagnosing product and workflow questions, resolving issues directly where possible, and partnering with Product and Engineering on complex technical escalations
Act as a voice of the customer internally, synthesizing client feedback and usage patterns into actionable insights for Product and Engineering to prioritize
Use AI and automation as part of your day-to-day workflow to synthesize information, improve client-facing outputs, and automate repetitive work
Identify opportunities to improve and scale client-facing and team processes, playbooks, documentation, tooling, and automation as PactFi grows
What You Bring
2-5 years of experience managing client accounts and driving complex technology adoption or workflow transformation in consulting, professional services, FinTech, or enterprise SaaS
Strong ability to manage client expectations and communicate effectively with senior stakeholders
Strong analytical and problem-solving skills with the ability to quickly understand unfamiliar workflows and diagnose ambiguous problems
Strong technical aptitude and comfort learning complex software workflows
Autonomous execution with proactive communication and strong judgment to escalate as needed
Interest in shaping a growing team with direct exposure to the largest private credit players
Bonus Points
Experience in private credit, financial infrastructure, or regulated financial products
Experience working with APIs, integrations, data, or enterprise systems
What We Offer
Competitive salary + equity.
Healthcare coverage.
401k
Skills Required
- 2-5 years of experience managing client accounts and driving complex technology adoption or workflow transformation in consulting, professional services, FinTech, or enterprise SaaS
- Ability to manage client expectations and communicate effectively with senior stakeholders
- Strong analytical and problem-solving skills, including the ability to understand unfamiliar workflows and diagnose ambiguous problems
- Strong technical aptitude and comfort learning complex software workflows
- Autonomous execution, proactive communication, and sound judgment about escalation
- Interest in shaping a growing team with exposure to major private credit players
- Experience in private credit, financial infrastructure, or regulated financial products
- Experience working with APIs, integrations, data, or enterprise systems
What We Do
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. The development of technology built to service such a massive market has not kept pace. Workflows are manual, systems are siloed, and data is static. Dealmaking (the core activity of private markets) is an inherently collaborative activity, yet the industry lacks infrastructure on which participants can work directly with each other. PactFi’s cloud application brings identity, workflow and data structure together within one platform to generate powerful process and capital efficiencies that changes the way people work and invest.
