Professional Services Manager

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.