Report to the VP of Solutions and work closely with Product and Engineering team leads.
Own the accuracy of Setpoint’s Capital OS application across asset classes and clients.
Parse legal agreements and create a source of truth for engineers and product managers as part of product implementation and development.
Manage operational processes to efficiently onboard software clients, coordinating with Sales, Engineering, Product and Legal teams.
Interact with clients to resolve reporting discrepancies and disputes in a timely manner.
Represent the voice of the customer in internal product communications.

7+ years of asset backed lending, accounting or relevant investment banking experience
Ability to deal with ambiguity and meet deadlines in high-pressure situations
Solid interpersonal skills and client management experience
Strong analytical and problem-solving skills
Expert status in Excel.

Director, Capital Solutions

Key skills