# Capital Solutions Manager (Data OS, Insight OS)

**Company:** [Setpoint.io](https://hotfix.jobs/companies/setpoint-io)
**Location:** Austin, TX, New York, NY, Salt Lake City, UT
**Role:** Solutions Architecture
**Salary:** $140k – $160k/yr
**Experience:** 3+ years
**Skills:** SQL, Python, Excel, Tableau, Metabase, AI, LLMs, Data Pipelines, Prompt Engineering, Business Intelligence
**Posted:** 2026-04-13

> 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.

## Job Description

## 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.

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