Professional Services Manager

Setpoint; Austin (TX); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Stock options

Medical, dental, and vision coverage

401(k)

Short term and long term disability coverage

Flexible vacation

Job summary

ATX Venture Partners in Austin, TX is seeking a Professional Services Manager to enhance client experiences and drive solutions within asset-backed credit systems. The ideal candidate will have 3-4 years of capital markets experience, strong Excel skills, and a detailed understanding of debt capital markets. Responsibilities include managing client reporting, parsing legal agreements, and supporting software clients. The position offers a hybrid work model and a comprehensive benefits package, with salaries ranging from $95,000 to $150,000.

Qualifications

• 3-4 years of capital markets/credit experience with client-facing tasks.
• 4-8 years overall experience in FP&A, structured finance, or debt capital markets.
• Strong analytical skills and attention to detail.

Responsibilities

• Own the timely delivery of client reporting using Setpoint’s Capital OS product.
• Manage the onboarding and support processes for clients.
• Act as the client-facing point of contact for resolving issues.

Skills

Attention to detail

Analytical skills

Client communication

Problem-solving

Understanding of debt capital markets

Tools

Excel

Job description

About the role

Behind many of life’s most important transactions — buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card — is a network of credit relationships. Setpoint provides critical operational infrastructure for relationships between the world’s largest banks, credit funds and capital markets counterparties. We’re building trust in this system of credit.

We are looking for a Professional Services Manager to join our team!

This is an opportunity to have a big impact and join a fast growing platform and partner with the executive team across the firm. You’ll be a driver and co‑owner of creating tech solutions for lenders and borrowers in asset backed credit, innovating the way credit is accessed and monitored. We have a strong ethos of promoting from within, and you’ll be given ample opportunities for career development and advancement.

Who will love this job

• A fintech enthusiast: You understand debt capital markets, our customers' pain, and how Setpoint’s solutions fit.
• Detail‑oriented: You don’t cut corners and quickly grasp complex problems. You are driven to be accurate and maintain a zero defect approach under tight deadlines.
• A great communicator: You can succinctly communicate and discuss complex problems and can distill rules‑based legal documents into digestible logic.
• An intuitive all‑round athlete: You are comfortable converting complex ideas into solutions, and are excited about client experience, sales, and product effectiveness.
• An independent problem‑solver: You can understand what’s most important quickly and proactively build solutions.
• A scrappy team player: You thrive in early‑stage environments with lots of moving parts, priorities, roles and responsibilities.

What you’ll do

• 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.

You should have

• 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.

We offer a comprehensive benefits package that includes competitive salaries, stock options, medical, dental, and vision coverage, 401(k), short term and long term disability coverage, and flexible vacation. We have offices in Austin, TX, New York City, NY, and Salt Lake City, UT with hybrid roles based in these locations and an expectation of two days a week in office (Tuesdays and Thursdays).

Compensation: $95,000 - $150,000 dependent on multiple factors, which may include the candidate's skills, experience and other qualifications.

Setpoint provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.