Professional Services Manager

Setpoint.io

Professional Services Manager at Setpoint managing client reporting and workflows in capital markets. Directly collaborating with clients and internal teams to ensure operational success.

Posted 3/5/2026full-timeAustin • New York, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $95,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

own the delivery of client reporting, calculations, and workflows
work directly with clients to understand requirements
operate key workflows with accuracy and timeliness
translate client needs into clear operational logic

Requirements

What you’ll need

3-5 years of relevant capital markets / credit experience
extreme ownership mentality
comfort working with data, reporting, and structured processes
strong communication skills to explain complex outputs
high attention to detail

Benefits

Comp & perks

competitive salaries
stock options
medical, dental, and vision coverage
401(k)
short term and long term disability coverage
flexible vacation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisreportingcalculationsworkflow management

Soft Skills

extreme ownershipcommunicationattention to detail