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. 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. 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. You should have 3-5 years of relevant capital markets / credit experience, ideally involving asset backed lending processes and compliance of borrowing base reporting. Extreme ownership, you want to own the relationships, build trust, and have a zero defect mentality. Comfort working with data, reporting, and structured processes. Strong communication skills with ability to explain complex outputs clearly. High attention to detail and ability to own deliverables end-to-end. Ability to manage multiple priorities in a fast-paced environment. About Setpoint: 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 exp