Setpoint
Finance / FinServ
ProfessionalServicesManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Professional Services Manager at Setpoint. Skills: Own the delivery of client reporting, calculations, and workflows using Setpoint’s platform, Work directly with clients to understand requirements and ensure outputs meet expectations, Operate key workflows, ensuring accuracy and timeliness of deliverables, Serve as the primary point of contact for questions, discrepancies, and ongoing requests, Translate client needs and legal agreements into clear, executable logic within the platform, Partner”
What You'll Achieve.
ensure accuracy and timeliness of deliverables; ensure outputs meet expectations; zero defect mentality
Industry & Context.
A problem solver; take ambiguous requirements and turn them into structured workflows
What They're Looking For.
Must Have
3-5 years of relevant capital markets / credit experience, Extreme ownership, Comfort working with data, reporting, and structured processes, communication skills with ability to explain complex outputs clearly, High attention to detail, ability to own deliverables end-to-end, Ability to manage multiple priorities in a fast-paced environment
Nice to Have
ideally involving asset backed lending processes and compliance of borrowing base reporting
What You'll Do.
Own the delivery of client reporting
and workflows using Setpoint’s platform
Work directly with clients to understand requirements and ensure outputs meet expectations
Operate key workflows
ensuring accuracy and timeliness of deliverables
Serve as the primary point of contact for questions
Translate client needs and legal agreements into clear
executable logic within the platform
Partner with our Product and Engineering teams to improve and scale workflows over time
Parse legal agreements and translate requirements into clear operational rules for Product and Engineering
Identify opportunities to streamline and standardize repeatable processes
How You'll Work.
Team & Collaboration
Partner with our Product and Engineering teams to improve and scale workflows over time
Communication Scope
A clear communicator; ability to explain complex outputs clearly
Process & Methodology
Ability to manage multiple priorities in a fast-paced environment, Timeline driven
Full Job Description
About the role Behind many of life’s most important transactions — buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card — is a network of credit relationships. Setpoint provides critical operational infrastructure for relationships between the world’s largest banks, credit funds and capital markets counterparties. We’re building trust in this system of credit. We are looking for a Professional Services Manager to join our team! This is an opportunity to have a big impact and join a fast-growing platform and partner with the executive team across the firm. In this role, you will operate Setpoint's platform in a variety of agency roles that Setpoint takes on transactions like Calculation or Verification Agent and interact with capital market participants to manage capital flows and maintain asset data. Who will love this job Client-facing and detail-oriented: You enjoy working directly with customers while staying close to the underlying work Comfortable owning outputs: You take responsibility for deliverables, not just communication A clear communicator: You can walk clients through complex outputs, assumptions, and discrepancies A problem solver: You can take ambiguous requirements and turn them into structured workflows Execution-oriented: You’re happy to roll up your sleeves and get into the details when needed Timeline driven: You are organized, clearly understand what it takes to complete a task and are driven to consistently meet deadlines. A scrappy team player: You thrive in environments with lots of moving parts, priorities, roles, and responsibilities. What you’ll do Own the delivery of client reporting, calculations, and workflows using Setpoint’s platform. Work directly with clients to understand requirements and ensure outputs meet expectations. Operate key workflows, ensuring accuracy and timeliness of deliverables. Serve as the primary point of contact for questions, discrepancies, and ongoing requests. T
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