Client Support Engineer

Doist; San Francisco (CA); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Healthcare coverage

401k

Equity

Job summary

PactFi, a fintech platform, seeks a Client Support Engineer in New York to drive the end-to-end client lifecycle, from deployments to ongoing support. You will collaborate with Product and Engineering to deliver client-facing tooling and resolve complex technical issues.

Day-to-day responsibilities include managing Tier 1 client accounts, overseeing data migrations and API enablement, and maintaining visibility into client workflows and dependencies for successful deployments.

Qualifications

• 3-5 years of experience in application engineering, data migrations, product analytics, and support engineering in consulting, professional services, FinTech, or enterprise SaaS.
• Proficient in AI-assisted development and debugging, APIs, and technical implementations.
• Business technology expertise working across vendor systems (Pendo, Amazon Redshift, Intercom).
• Excellent communication skills.

Responsibilities

• Directly manage Tier 1 client accounts across implementations, data migrations, API enablement, and support.
• Partner with Product and Engineering to develop and ship internal tooling and client-facing solutions independent of the product roadmap.
• Own technical troubleshooting and support for covered accounts.
• Maintain visibility across product usage, client workflows, tech stacks, and dependencies.

Skills

Application engineering

Data migrations

Product analytics

Support engineering

APIs

AI-assisted development

Vendor systems

Communication skills

Tools

Pendo

Amazon Redshift

Intercom

Job description

About PactFiPrivate 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 Support Engineer to drive technical execution across the end-to-end client lifecycle.This is a hands-on role reporting to the Client Enablement Lead. From day one, you will execute client enablement across client implementations, product adoption, software development, and technical support.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

• Directly manage Tier 1 client accounts across implementations, data migrations, API enablement, and support
• Partner with Product and Engineering to develop and ship internal tooling and client-facing solutions independent of the product roadmap
• Own technical troubleshooting and support for covered accounts
• Maintain visibility across product usage, client workflows, tech stacks, and dependencies

What You Bring

• 3-5 years of experience in application engineering, data migrations, product analytics, and support engineering in consulting, professional services, FinTech, or enterprise SaaS
• Proficient in AI-assisted development and debugging, APIs, and technical implementations
• Business technology expertise working across vendor systems (Pendo, Amazon Redshift, Intercom)
• 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

What We Offer

• Competitive salary + equity
• Healthcare coverage.
• 401k