Setpoint.io

Professional Services Manager

Setpoint.io

full-time

Posted on:

Location Type: Hybrid

Location: Austin • New York • Texas • United States

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Salary

💰 $95,000 - $150,000 per year

About the role

  • Own the accuracy and timely delivery of client reporting and calculations using Setpoint’s Capital OS product across asset classes.
  • Parse legal agreements and translate requirements into clear operational rules for Product and Engineering.
  • Manage operational processes to onboard and support software and professional services clients, coordinating with Engineering, Product, and Legal.
  • Be the client-facing point of contact to resolve reporting discrepancies, calculation questions, and disputes quickly and clearly.
  • Support professional services work streams such as calculation agent/paying agent activities, new facility consulting, and backup servicer readiness.
  • Represent the voice of the customer in internal product and process communications.
  • Act as an owner - you are trusted to provide value added services to our clients and need to have a zero defect mentality.

Requirements

  • 3-4 years of relevant capital markets / credit experience, ideally involving borrowing base certificates, monthly servicer reporting, or MSR reporting.
  • 4–8 years overall of FP&A, asset-backed lending, structured finance, or debt capital markets experience.
  • Ability to deal with ambiguity, manage multiple priorities, and meet deadlines in high-pressure situations.
  • Strong analytical and problem-solving skills with high attention to detail and documentation.
  • Experience in client facing tasks, resolving disputes and offer value added solutions.
  • Expert status in Excel.
Benefits
  • competitive salaries
  • stock options
  • medical, dental, and vision coverage
  • 401(k)
  • short term and long term disability coverage
  • flexible vacation
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Excelcapital marketscredit analysisFP&Aasset-backed lendingstructured financedebt capital marketsreportingcalculationslegal agreement parsing
Soft Skills
analytical skillsproblem-solvingattention to detailclient-facingdispute resolutioncommunicationtime managementadaptabilityorganizational skillszero defect mentality