Professional Services Manager

Manages client delivery of reporting, calculations, and workflows for Setpoint's credit infrastructure platform. Translates client needs and legal agreements into operational logic, partners with Product/Engineering, requires 3-5 years capital markets experience.

95k – 150k

Hybrid3+ YOESolutions Architecture

About the role

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 / credit experience, ideally involving asset backed lending processes and compliance of borrowing base reporting.
Extreme ownership, 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.

Compensation

$95,000 - $150,000 dependent on skills, experience and other qualifications.

Skills

Capital MarketsCredit ExperienceAsset Backed LendingBorrowing Base ReportingCompliance ReportingClient ReportingData WorkflowsLegal AgreementsStructured ProcessesFinancial Calculations

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