Title: Capital Solutions Manager (Data OS, Insight OS) Location: Austin or New York (Hybrid) 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’re looking for a Capital Solutions Manager to join our team and serve as the bridge between our clients and our engineering organization. You’ll take ownership of live client portfolios across Data OS and Insight OS, our data management and analytics platforms. This isn’t a back-office analytics role. You’ll be client-facing from day one, owning deal relationships, translating complex structured finance requirements into engineering specs, and ensuring that every dashboard, data pipeline, and export meets institutional-grade standards. This is an opportunity to be an early owner of a fast-growing product lines (Data OS and Insight OS) at a fast-growing platform. You’ll be a co-owner of creating tech solutions for lenders and borrowers in asset backed credit. 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 - You’re a doer: You own outcomes and set the pace. - You’re a clear communicator: You can work effectively across credit, product, and engineering teams. - You thrive in ambiguity: You can take a problem and run end-to-end without a playbook. - You’re frustrated by the status quo: You’ve seen how much of structured finance still runs on spreadsheets and want to fix it. - You’re hands-on across domains: You can parse a borrowing base certificate and translate it into clear requirements for engineering. - You’re detail-obsessed: You catch data inconsistencies others miss and care deeply about accuracy. - You’re curious: You’re excited about how AI and automation are transforming financial operations. What you’ll do - Own client portfolios end-to-end. Serve as the primary point of contact for assigned clients across Data OS and Insight OS — managing onboarding, success, and supporting growth. - Translate our customer’s structured finance needs for Engineering. Act as the bridge between our clients and our product/engineering organization for Data OS and Insight OS. Define what needs to be built, flag what may be custom work, write the specs, review the output, and validate that dashboards and data pipelines match analytical intent. - Own the accuracy of Setpoint’s data layer across your assigned portfolio. Lead data quality assessments on incoming loan tapes and client deliverables — identifying anomalies, missing fields, and population gaps before they reach production. - Supervise offshore implementation resources. Directly manage a team of offshore analysts supporting data ingestion, validation, and reporting workflows. Set priorities, review work product, and ensure delivery standards are met. - Leverage AI-powered workflows and internal tooling. Use and help refine our internal AI-assisted deal workflows — from automated data quality checks to metric design and schema mapping — to accelerate delivery and improve consistency across client portfolios. - Make us better. Contribute to product priorities, onboarding playbooks, sector templates, and process documentation that make our delivery engine repeatable as the portfolio grows. You should have - 3–6 years in private credit, asset-backed lending, or structured finance. You’ve worked with loan tapes, servicer reports, borrowing base certificates, or compliance packages — not just in theory, but hands-on. Experience across multiple asset classes (consumer, auto, fund finance, CRE) is a strong plus. - Demonstrated client management experience. You’ve owned client relationships — running calls, managing expectations, resolving issues — in a professional services, advisory, or platform context. You’re comfortable being the face of the company to institutional investors and lenders. - Strong analytical and data skills. Expert-level Excel is baseline. Comfort with SQL, Python, data pipelines, or business intelligence tools (Metabase, Tableau, etc.) is highly valued. You don’t need to write production code, but you should be able to read a data schema, trace a metric back to its source field, and spot when something doesn’t add up. - Experience writing technical specifications or engineering handoff documents. You’ve translated business requirements into structured artifacts — field mappings, data dictionaries, logic definitions, or acceptance criteria — that a technical team can execute against. - Comfort with AI/LLM tooling and automation. You don’t need to be an AI engineer, but you should be excited about using AI-assisted workflows to accelerate data analysis, quality checks, and specification writing. Familiarity with prompt engineering or AI copilot tools is a plus. - Team supervision experience. You’ve managed or coordinated the work of junior analysts, offshore teams, or cross-functional workstreams. You can set priorities, review deliverables, and maintain quality without micromanaging. - Ability to operate independently in ambiguous environments. You can take a vague client request, figure out what’s actually needed, scope the work, and deliver — without someone laying out every step. You handle tight timelines and competing priorities without losing quality. About Setpoint: Setpoint provides purpose-built capital and technology to asset-backed borrowers and lenders. Our platform is the funding operating system for originators: it verifies and stores documents; automates critical calculations and compliance reporting; and digitizes assets like homes or cars. Setpoint’s technology makes warehouse transactions instant and error free. In August 2024, Setpoint announced the successful completion of its $31 million Series B funding round. 645 Ventures led the round, with significant strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Floating Point, Henry Kravis, Zillow founder’s 75 & Sunny, Vesta Ventures, Fifth Wall, Eltura Ventures, and Outrunner Capital. 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: $140,000 - $160,000 dependent on multiple factors, which may include the successful 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.

The Associate Portfolio Manager is a core execution role on the Portfolio Management team. You will own the systematic, bottom-up monitoring of FundThrough's entire client portfolio, escalate deteriorating accounts to the Portfolio Manager and Risk team, and maintain the operational controls that keep the portfolio healthy. You will be the first line of observation across client health signals: invoice aging, payor behavior, MCA balances, tax liabilities, dilution trends, and bank connectivity. You will also own the monthly insurance aging report and contribute to ongoing process improvement initiatives across the PM function. This role sits at the intersection of data, judgment, and cross-functional coordination. You are expected to work independently on the bulk of weekly monitoring tasks while partnering closely with the Portfolio Manager, Account Management, and Collections. About the company: FundThrough is a leading fintech company accelerating cash flow and enabling growth for small and medium-sized businesses that sell to large customers and wait to get paid. Based in Toronto and operating across North America, FundThrough’s AI-powered invoice funding platform gives B2B businesses fast, customized funding offers to get their invoices paid in a few days, rather than a few months, and get quick access to cash they’ve already earned.

• Conduct weekly systematic reviews of client accounts using a risk model, track changes, and prepare detailed write-ups on invoice aging, payor trends, MCA balances, and compliance status. • Post structured client risk updates, coordinate with cross-functional teams, set funding blockers, and conduct payment audits to resolve anomalies. • Prepare monthly AWAC aging reports, annotate claimable balances, document non-claimable items, and participate in credit insurance broker calls. • Monitor compliance requirements, open and manage Salesforce cases, escalate non-responses, and enforce funding holds for tax liabilities or compliance gaps. • Summarize weekly client reviews into monthly portfolio reports, align narratives with the Portfolio Manager, and finalize presentations with the data team. • Collaborate with Account Management, Collections, and other teams on client risk issues, respond promptly to follow-ups, and contribute to process improvements.

• Lead and develop the Retention team, housed in the Account Management organization — including ongoing hiring, coaching, performance management, and training. • Foster a high performing, customer-obsessed culture with full team involvement, helping members consistently meet and exceed individual and team performance metrics. • Consult with at-risk Evolve owners to understand their challenges, resolve them effectively, and re-sell them on Evolve's services and platform value. • Partner with department leadership, Product, and other cross-functional teammates to continuously refine processes, products, and programs that improve owner experience and reduce churn. • Own team metrics including save rate, case volume, retention spend, and owner satisfaction — setting targets, tracking trends, and driving performance improvement. • Serve as the internal subject matter expert on retention strategy — identifying systemic issues driving churn and championing company-wide improvements to increase save rates. • Analyze owner feedback and departure trends to surface actionable insights for senior leadership and cross-functional teams.