Professional Services Manager joining Setpoint to enhance client experience through tech solutions in asset-backed credit. Involves client reporting, legal parsing, and operational management in a hybrid setup.
Responsibilities
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.
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