PactFi

Owns day-to-day client execution, including onboarding, API implementation, training, and support, with potential to lead and scale a support team. | Requires 7+ years of experience in technology implementations or SaaS, API and technical integration skills, and strong stakeholder management. | 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 Lead to own day-to-day client execution across PactFi’s platform. This is a senior, hands-on role reporting directly to the CEO. From day one, you will run client enablement end-to-end: product implementation, API onboarding, training, and ongoing support. Over time, this role is expected to evolve into a leadership position, with the opportunity to build and scale an independent client enablement and support function. As the platform and client base grow, you will help define coverage models, operating processes, and hiring plans, ultimately building a team that supports clients at different levels of complexity and scale. 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 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 What You Bring 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 Experience in private credit, financial infrastructure, or regulated financial products is a plus What We Offer Competitive salary + equity. Healthcare coverage. 401k

Manage end-to-end client implementation, onboarding, and support for a SaaS platform, including technical integrations and stakeholder management. | 7+ years of experience in technology implementations, strong API and technical skills, and experience managing senior client stakeholders. | 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 Experience Lead to own day-to-day client execution across PactFi’s platform. This is a senior, hands-on role reporting directly to the CEO. From day one, you will run client experience end-to-end: product implementation, API onboarding, training, and ongoing support. Over time, this role is expected to evolve into a leadership position, with the opportunity to build and scale an independent client enablement and support function. As the platform and client base grow, you will help define coverage models, operating processes, and hiring plans, ultimately building a team that supports clients at different levels of complexity and scale. 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 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 What You Bring 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 Experience in private credit, financial infrastructure, or regulated financial products is a plus What We Offer Competitive salary + equity. Healthcare coverage. 401k

Lead and scale the QA organization, define automation strategy, and ensure product quality and compliance. | Over 10 years of QA or Quality Engineering leadership, experience in automation, risk management, compliance, and scaling QA teams. | 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. This role reports to senior leadership and plays a critical part in building a world-class QA function that partners deeply with engineering, product, and operations to ensure every release meets PactFi's high bar for quality and trust. About the Role We are seeking a highly experienced Director of Quality Assurance to lead our quality as we scale our product, team, and operations over the coming years. This leader will serve as the senior owner for product quality, partnering directly with senior leadership to drive disciplined execution, measurable outcomes, and a culture of excellence. As our product rapidly expands in scope and complexity, the Director of QA will establish strategy, structure, and systems that ensure reliability, security, compliance, and world-class user experience. You will also drive the evolution of PactFi's QA processes, tooling, and automation frameworks. This includes working with Manual and Automation QA leads on hiring and developing QA professionals, managing external QA partners, and establishing clear KPIs that help us measure and continuously improve quality across the entire development lifecycle. Responsibilities Senior Leadership & Strategy • Serve as the primary Senior voice for product quality, providing clear, concise communication to the CEO, CTO, and leadership team. • Translate complex quality risks into business-aligned insights and recommend actionable solutions. • Establish and track QA KPIs, OKRs, and dashboards that demonstrate progress and risk posture. Quality Organization Building & Scaling • Build and scale the QA organization to 50+ team members over a 5-year period, hiring approximately two QA professionals per quarter. • Design the quality operating model, including functional roles, leadership layers, automation teams, and embedded QA within engineering squads. • Implement career ladders, onboarding programs, and training frameworks to support rapid organizational growth. Risk Management, Compliance & Incident Preparedness • Own the company's quality risk framework and readiness for major outages, security vulnerabilities, compliance failures, and critical production defects. • Develop crisis playbooks and cross-functional escalation processes for rapid incident response. • Partner with Security, Compliance, SRE, and Engineering to reduce defect escape rates and strengthen release safety. Automation & Quality Engineering Strategy • Define and lead the multi-year strategy for QA automation as the product increases 10× in scope. • Build a scalable automation platform covering unit, API, UI, end-to-end, performance, and security testing. • Create self-service tooling, test data systems, and CI/CD quality gates that accelerate development velocity. • Champion shift-left practices across engineering, including developer testing standards and automated risk detection. Operational Excellence • Establish robust release criteria and quality gates that improve predictability and reduce customer-impacting defects. • Drive continuous improvement programs to optimize test coverage, cycle time, and automation ROI. • Partner cross-functionally with Product and Engineering to align quality priorities with business goals. Qualifications • 10+ years of QA or Quality Engineering leadership experience; 5+ years leading managers and large teams. • Proven success operating at the senior level with clear, concise communication under pressure. • Experience scaling a QA organization through rapid product and company growth. • Strong background in automation architecture, CI/CD integration, and building QA platforms. • Deep understanding of risk management, incident response, compliance (SOC2, ISO, PCI/SOX/HIPAA), and production reliability practices. • Strategic mindset with operational rigor and a bias toward measurable, disciplined execution. What We Offer • Competitive salary + equity. • Healthcare coverage. • 401k