Professional Services Manager

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. You’ll be a driver and co-owner of creating tech solutions for lenders and borrowers in asset backed credit, innovating the way credit is accessed and monitored.  We have a strong ethos of promoting from within, and you'll be given ample opportunities for career development and advancement.

Who will love this job

• A fintech enthusiast: You understand debt capital markets, our customers' pain, and how Setpoint’s solutions fit.
• Detail-oriented: You don’t cut corners and quickly grasp complex problems.  You are driven to be accurate and maintain a zero defect approach under tight deadlines.
• A great communicator: You can succinctly communicate and discuss complex problems and can distill rules-based legal documents into digestible logic.
• An intuitive all-round athlete: You are comfortable converting complex ideas into solutions, and are excited about client experience, sales, and product effectiveness.
• An independent problem-solver: You can understand what’s most important quickly and proactively build solutions.
• A scrappy team player: You thrive in early-stage environments with lots of moving parts, priorities, roles and responsibilities.

What you’ll do

• 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.

You should have

• 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.

Setpoint provides purpose-built capital and technology to asset-backed borrowers and lenders. Our platform is the funding operating system for originators: it verifies and stores documents; automates critical calculations and compliance reporting; and digitizes assets like homes or cars. Setpoint’s technology makes warehouse transactions instant and error free.

In August 2024, Setpoint announced the successful completion of its $31 million Series B funding round. 645 Ventures led the round, with significant strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Floating Point, Henry Kravis, Zillow founder’s 75 & Sunny, Vesta Ventures, Fifth Wall, Eltura Ventures, and Outrunner Capital. 

We offer a comprehensive benefits package that includes competitive salaries, stock options, medical, dental, and vision coverage, 401(k), short term and long term disability coverage, and flexible vacation. We have offices in Austin, TX, New York City, NY, and Salt Lake City, UT with hybrid roles based in these locations and an expectation of two days a week in office (Tuesdays and Thursdays). 

Compensation: $95,000 - $150,000 dependent on multiple factors, which may include the candidate's skills, experience and other qualifications.

Setpoint provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.