Jobs at Setpoint

Build and manage Setpoint’s GTM intelligence and revenue operations systems. Responsibilities include owning HubSpot, developing AI agents and automations, integrating email, Slack, and call data, maintaining CRM integrity, creating forecasts and dashboards, analyzing sales performance, managing account distribution, and enabling cross-functional sales processes.

Translate originator underwriting guidelines into programmatic review templates, build and maintain automated validation systems, collaborate with engineering to integrate rules into the platform, support securitization reporting, create portfolio analysis reports, and work with clients to implement guideline updates.

Develop institutional partnerships and generate new business across banks, credit funds, originators, and capital markets counterparties. The role owns relationship coverage, builds pipelines, advances deals from initial discussions through closing, and partners with sales, product, and leadership teams to shape solutions. Candidates should bring 5–8 years of asset-backed finance, private credit, or structured credit experience, a strong industry network, commercial instincts, and willingness to travel regularly for client meetings and industry events.

Leads sales and implementation operations from customer contract through go-live and first payment. Owns HubSpot pipeline processes, forecasting, compensation administration, territory planning, implementation capacity, Asana reporting, billing triggers, and operational playbooks. Manages two operations team members and partners with Sales, Finance, Growth, and Solutions leadership on revenue planning, hiring, and performance decisions.

Owns end-to-end development of client-facing features across the stack for a financial data platform. Builds systems for parsing, standardizing, verifying, and moving complex financial data; develops responsible AI and LLM-powered workflows; improves internal tooling; participates in on-call support; and collaborates with Product, Finance, leadership, and cross-functional teams to deliver production systems.

Design, build, and maintain end-to-end data pipelines and analytics models using DBT, SQL, and Python. Create dashboards, prototype data products, manage GitHub-based analytics workflows, and partner with engineering, product, and clients to deliver actionable insights for external customers.

The Capital Solutions Manager will drive tech solutions for lenders and borrowers, manage onboarding processes, and ensure the accuracy of the Capital OS application.