Client Solutions Executive

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 infrastructure for relationships between the world’s largest banks, credit funds and capital markets counterparties. We’re building trust in this system of credit. Setpoint also uses this infrastructure to provide collateralized debt facilities to businesses. This role will focus mostly on the technology side of the business.

We are looking for a Client Solutions Executive to join our team!

This is an opportunity to have a big impact and partner with multiple functions across the organization. The ideal candidate is a highly organized individual looking for an exciting role with countless opportunities to learn and grow their skill set. They will collaborate with internal and external stakeholders and welcome the dynamic environment that comes with a fast-growing company. This role reports directly to the Director, Capital Solutions.

Who will love this job

• 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
• Client-focused: You thrive on building strong, lasting client relationships and ensuring a seamless, positive experience throughout the implementation process
• A great communicator: Able to convey technical information to beginner-level users to engineers when engaging with clients
• An intuitive all-round athlete: Comfortable converting complex ideas into solutions and excited about client experience, sales, and product effectiveness
• An independent problem-solver: Able to understand what’s most important quickly and proactively build solutions

What you’ll do

• Client Management: Lead project management efforts for multiple customer implementations, ensuring clear communication and strong relationships with all stakeholders
• Implementation Planning: Collaborate with client and internal stakeholders to assess the scope of work and develop the delivery milestones and timeline
• Milestone Tracking: Use internal systems to track progress, uncover blockers, and work internally and externally to ensure timely product handoffs
• Workflow Optimization: Analyze current Implementation processes and workflows to identify opportunities for improvement and automation

You should have

• 4+ years in consulting, strategy, banking, enterprise technology, or related client facing experience
• Adept project management skills and ability to manage multiple complex projects simultaneously
• Innate problem-solving skills with a customer-centric mindset
• Exceptional communication and interpersonal skills, with the ability to build trust with internal and external stakeholders at all levels
• Flexibility and adaptability to navigate change and ambiguity in a fast-paced, dynamic environment, adjusting implementation plans as needed to meet evolving client needs

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. 

For all our employees, we offer a full slate of benefits from competitive salaries, stock options, medical, dental and vision coverage, 401k, disability coverage, and flexible vacation. Setpoint has offices in Austin, New York, and Park City, UT and we’re currently hiring remote team members for specified roles.

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.