Client Experience Lead jobs in United States
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PactFi · 1 day ago

Client Experience Lead

positionNew York, NY
timeFull-time
remoteOnsite
senioritySenior Level
money$130K/yr - $175K/yr
date7+ years exp

PactFi is a company focused on providing secure operational infrastructure for managing private credit transactions. They are seeking a Client Experience Lead to manage client execution across their platform, including product implementation, API onboarding, and ongoing support, with opportunities to build a client enablement team in the future.

Financial ServicesFinTech

Responsibilities

Take ownership of post-sale client execution on day one
Directly manage Tier 1 client accounts across implementation, API enablement, training, and support
Lead onboarding and go-live for new clients and products
Own all day-to-day client questions, troubleshooting, and support for covered accounts
Partner with Product and Engineering to project manage client API implementations
Maintain visibility across client usage, workflows, tech stacks, and dependencies
Escalate product issues in a structured way to Product and Engineering teams
Support renewals and expansions operationally in partnership with BD, with no quota responsibility
Over time, hire and manage additional enablement and support team members, including dedicated support roles and coverage segmentation

Qualification

Client execution managementAPI onboardingTechnical integrationsExperience in FinTechStakeholder managementAutonomyAccountabilityExperience in private creditCommunication

Required

7+ years of experience, leading complex technology implementations or transformations in consulting, professional services, FinTech, or enterprise SaaS
Demonstrated experience owning complex onboarding for large clients
Comfort working with APIs and technical integrations
Strong ability to manage senior-level client stakeholders
Partner with BD to own implementation, onboarding, and enablement for new product adoption within existing accounts, with all renewal and commercial responsibility retained by BD
Highly autonomous, with strong ownership and accountability
Excellent communication skills

Preferred

Experience in private credit, financial infrastructure, or regulated financial products is a plus

Benefits

Healthcare coverage
401k

Company

PactFi

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We provide secure, end-to-end operational infrastructure for managing complex private credit transactions.
dateFounded in 2021
location
New York, New York, USA
people-size11-50 employees
web-link
http://www.pactfi.com

Funding

Current Stage
Early Stage
Total Funding
unknown
Key Investors
Watertower Ventures
2021-08-03Pre Seed

Leadership Team

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Emma Zhang
Founder, CEO
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Alexa Halcomb
Cofounder / CTO
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Company data provided by crunchbase