Professional Services Manager

Role Overview

• Own the accuracy and timely delivery of client reporting and calculations using Setpoint’s Capital OS product across asset classes.
• Parse legal agreements and translate requirements into clear operational rules for Product and Engineering.
• Manage operational processes to onboard and support software and professional services clients, coordinating with Engineering, Product, and Legal.
• Be the client-facing point of contact to resolve reporting discrepancies, calculation questions, and disputes quickly and clearly.
• Support professional services work streams such as calculation agent/paying agent activities, new facility consulting, and backup servicer readiness.
• Represent the voice of the customer in internal product and process communications.
• Act as an owner
• you are trusted to provide value added services to our clients and need to have a zero defect mentality.

Requirements

• 3-4 years of relevant capital markets / credit experience, ideally involving borrowing base certificates, monthly servicer reporting, or MSR reporting.
• 4–8 years overall of FP&A, asset-backed lending, structured finance, or debt capital markets experience.
• Ability to deal with ambiguity, manage multiple priorities, and meet deadlines in high-pressure situations.
• Strong analytical and problem-solving skills with high attention to detail and documentation.
• Experience in client facing tasks, resolving disputes and offer value added solutions.
• Expert status in Excel.

Benefits

• competitive salaries
• stock options
• medical, dental, and vision coverage
• 401(k)
• short term and long term disability coverage
• flexible vacation