Setpoint

Finance / FinServ

ProfessionalServicesManager

$95–150k austin, texas, united states; new york city, new york, united states; salt lake city, utah, united states Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“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.

Finance / FinServ
Problems you'll solve

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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