Professional Services Manager

About the Company

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.

Responsibilities

• 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 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

Requirements

• 3-5 years of relevant capital markets or credit experience
• Experience involving asset backed lending processes and compliance of borrowing base reporting
• 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

Benefits

• Competitive salaries
• Stock options
• Medical, dental, and vision coverage
• 401(k)
• Short term and long term disability coverage
• Flexible vacation