Customer Support Lead

About Pact Fi

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.

Pact Fi 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.

Pact Fi 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.

We’re seeking a Customer Support Lead to join our growing team as our first dedicated support hire. In this role, you will own the customer support function end to end—establishing processes, setting standards, and delivering high-quality support as we scale. You’ll serve as the primary point of contact for customer support while laying the foundation for a future support team.

This role is ideal for someone who is both hands-on and operationally minded, comfortable resolving customer issues directly today while designing the workflows, tools, and practices that will support a growing customer base tomorrow. You’ll work closely with product, engineering, and operations to ensure customers receive timely, reliable, and effective support throughout their experience with our platform.

• Own daily support operations end to end, including ticket intake, prioritization, coordination, escalation, and resolution while meeting service-level expectations.

• Serve as the primary owner for customer issues, resolving inquiries directly and managing escalations in collaboration with product, engineering, and operations teams.

• Design, document, and continuously improve support workflows, playbooks, and internal knowledge bases to ensure consistency, scalability, and operational efficiency.

• Collect, analyze, and synthesize customer issues and feedback, sharing insights with internal stakeholders to inform product and operational improvements.

• Work cross-functionally with product, engineering, and operations to communicate customer-impacting issues, align on priorities, and ensure timely and effective resolution.

• 5–7 years of experience in Customer Support, Technical Support, or other SaaS client-facing operational roles, preferably within Fin Tech.

• Proven experience owning support workflows and resolving customer issues in fast-paced environments.

• Strong written and verbal communication skills, with the ability to explain technical concepts clearly to both technical and non-technical audiences.

• Technical aptitude with SaaS platforms, tools, and integrations.

• Detail-oriented and process-driven, with a strong focus on reliability and execution.

• Comfortable working cross-functionally with product and engineering teams.

• A startup-ready mindset: adaptable, hands-on, and comfortable building processes from the ground up.

What We Offer

• Competitive salary + equity.

• Healthcare coverage.

• 401k