Skip to content
Setpoint.ioSetpoint.ioAustin, TX

Capital Solutions Manager (Data OS, Insight OS)

Owns client portfolios for Data OS and Insight OS platforms, translates structured finance needs into engineering specs, ensures data accuracy, and supervises offshore teams. Requires 3-6 years in private credit/asset-backed lending, client management, SQL/Python, and AI tooling comfort.

140k – 160k/yr
Hybrid3+ YOESolutions Architecture

About the role

Responsibilities

  • Own client portfolios end-to-end across Data OS and Insight OS — managing onboarding, success, and growth.
  • Translate customer structured finance needs into engineering specs, write requirements, review outputs, and validate dashboards/data pipelines.
  • Lead data quality assessments on loan tapes and deliverables, identifying anomalies and gaps.
  • Supervise offshore implementation resources, set priorities, and ensure delivery standards.
  • Leverage AI-powered workflows for data quality checks, metric design, and schema mapping.
  • Contribute to product priorities, onboarding playbooks, sector templates, and process documentation.

Requirements

  • 3–6 years in private credit, asset-backed lending, or structured finance with hands-on work with loan tapes, servicer reports, borrowing base certificates, or compliance packages.
  • Demonstrated client management experience owning relationships and resolving issues.
  • Strong analytical skills: expert Excel; comfort with SQL, Python, data pipelines, BI tools (Metabase, Tableau).
  • Experience writing technical specifications, field mappings, data dictionaries, or acceptance criteria.
  • Comfort with AI/LLM tooling, prompt engineering, or AI copilot tools.
  • Team supervision experience with junior analysts or offshore teams.
  • Ability to operate independently in ambiguous environments.

Nice-to-Haves

  • Experience across multiple asset classes (consumer, auto, fund finance, CRE).

Compensation

$140,000 - $160,000 dependent on skills, experience, and qualifications.

Skills

SQLPythonExcelTableauMetabaseAILLMsData PipelinesPrompt EngineeringBusiness Intelligence
F2

Forward Deployed Engineer

F2New York, NY

Forward Deployed Engineer embedding with enterprise Private Credit clients to build custom integrations, data connectors, and workflow automations on F2's AI platform. Translate customer needs into production code, then generalize solutions back into the core product. Requires 3+ years production engineering experience, customer-facing skills, and cloud/infra fundamentals.

140k – 200k/yr
Hybrid3+ YOESolutions Architecture
Valon

Deployment Strategist

ValonNew York, NY +1

Own live enterprise deployments of ValonOS into regulated mortgage servicing operations. Diagnose client workflows, configure solutions, drive decisions with data and code, and stay accountable until measurable business outcomes are achieved.

140k – 240k/yr
HybridSolutions Architecture
Numeric

Finance Engineer - Implementations

NumericSan Francisco, CA

This role is for a Finance Engineer focused on implementations, acting as a crucial link between customers and the product team. Responsibilities include owning the full implementation lifecycle, translating customer feedback into product insights, and building implementation playbooks.

140k – 190k/yr
On-site4+ YOESolutions Architecture
Maybern

Implementation Manager

MaybernNew York, NY

Implementation Manager building client relationships and translating private equity fund accounting experience into product requirements for fund management software. Requires 5+ years of private equity fund accounting experience and an accounting/finance degree.

140k – 190k/yr
On-site5+ YOESolutions Architecture
Furtherai

Forward Deployed Engineer

FurtheraiSan Francisco, CA

Builds enterprise-grade AI agents for insurance customers by collaborating with CTO, translating customer needs into production solutions, and implementing cutting-edge AI capabilities. Requires 3+ years consumer-facing engineering with strong Python backend experience.

140k – 200k/yr
On-site3+ YOESolutions Architecture