Full-Time

Senior Revenue Operations Manager

Posted on 7/31/2025

Setpoint

Setpoint

51-200 employees

Platform automating asset-backed lending operations

Compensation Overview

$160k - $175k/yr

New York, NY, USA

In Person

Category
Sales & Account Management (1)
Required Skills
Hubspot
Requirements
  • 6–8+ years experience in RevOps, Sales Ops, or Business Operations in a high-growth B2B environment
  • Power user of HubSpot
  • Comfortable with complex logic: lead scoring, routing, account tiering, intent monitoring, etc.
  • Curious, proactive, and excited to use AI and automation to improve funnel performance.
Responsibilities
  • Own and optimize HubSpot and core GTM tools (e.g. Gong, PandaDoc, Clay), ensuring workflows are efficient, intuitive, and aligned with how reps sell.
  • Leverage AI and automation to reduce rep burden—auto-enrich records, streamline data entry, and surface account insights.
  • Evaluate and implement tools that eliminate manual steps and improve seller productivity.
  • Define and maintain our TAM, ICP and account tiering logic to ensure reps are focused on the highest-potential opportunities.
  • Manage lead sourcing and scoring, enrichment, and routing to surface the right accounts at the right time.
  • Maintain territory plans and rules of engagement to ensure fair, conflict-free distribution and support rep onboarding and role transitions.
  • Partner with sales leadership to align account strategy with GTM focus areas and growth targets.
  • Oversee the quote-to-close process—generating proposals, managing approvals, and maintaining contract templates.
  • Collaborate with legal and finance to streamline workflows and reduce deal cycle time.
  • Ensure all deal activity is accurately reflected in CRM for post-sale execution and reporting.
  • Build and maintain dashboards for pipeline health, rep performance, and forecast accuracy.
  • Provide GTM and finance leadership with clear, actionable insights that support decision-making.
  • Help surface blockers, gaps, and opportunities across the revenue engine.

Setpoint.io provides a platform for asset-backed lending in capital markets, acting as an operating system for onboarding, funding requests, and portfolio/risk management. It replaces spreadsheets with automated workflow software and integrates real-time Diligence Agent and Calculation Agent services to create a single source of truth. The platform enables onboarding, funding fulfillment, and financing requests within a day, and scales asset-backed products across the financing lifecycle. Revenue comes from subscriptions and possibly transaction fees; its goal is to improve efficiency, accuracy, compliance, and scalability in asset-backed lending by unifying operations and capital.

Company Size

51-200

Company Stage

Series B

Total Funding

$79.5M

Headquarters

Austin, Texas

Founded

2021

Simplify Jobs

Simplify's Take

What believers are saying

  • Tokenized assets and rising interest rates amplify demand for efficient capital markets infrastructure.
  • 200+ customers across residential mortgages, private credit, and single-family rentals enable cross-sell expansion.
  • AI-enhanced automation and loan syndication capabilities position Setpoint for 50%+ revenue growth.

What critics are saying

  • Moody's and S&P Global launch proprietary AI diligence tools, rendering Setpoint's verification services obsolete.
  • Citi and Wells Fargo build in-house Capital OS platforms, terminating strategic partnerships and pulling transaction volume.
  • Post-Series B cash burn exceeds $76M funding as LLM integration fails to deliver promised 24-hour funding.

What makes Setpoint unique

  • Integrated tech-capital hybrid model combines software platform with $9.2B+ collateral funding capacity.
  • Rating agency approvals across 14+ asset classes via inTENT acquisition eliminate diligence bottlenecks.
  • Real-time calculation and verification software reduces funding timelines from weeks to hours.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Disability Insurance

Flexible Work Hours

Stock Options

Unlimited Paid Time Off

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

-4%

1 year growth

-3%

2 year growth

-1%
Business Wire
Jan 14th, 2026
Setpoint Announces Agreement to Acquire inTENT Fulfillment and Expands Rating Agency–Approved Loan Diligence

Setpoint, the operating system for asset-backed finance, today announced that it has signed an agreement to acquire inTENT Fulfillment, a specialized loan di...

HousingWire
Jan 13th, 2026
Setpoint acquires inTENT Fulfillment, expands secondary market approval capacities

Setpoint acquires inTENT Fulfillment, expands secondary market approval capacities. Setpoint, an operating system for asset-backed finance, announced on Tuesday its plans to acquire inTENT Fulfillment, a loan diligence and transaction management firm. With inTENT, Setpoint said it will become "rating agency - approved" across a wide range of residential mortgage and real estate - backed asset classes - including non-QM, prime jumbo, debt-service-coverage ratio, residential transition, single-family rental and closed-end second loans, as well as home equity lines of credit and reverse mortgages. Setpoint said the approvals will span major ratings agencies, including Morningstar DBRS, KBRA, Moody's, Fitch Ratings and S&P Global. Setpoint, which serves more than 200 customers and supports more than 14 asset classes through its software platform for asset-backed finance, provides technology-enabled diligence and verification services designed to speed loan reviews. The company uses AI-assisted document verification, centralized collateral management, and upfront visibility into guidelines and ratings agency eligibility. "The future of diligence is built on better infrastructure," said Stu Wall, co-founder and CEO of Setpoint. "Setpoint brings infrastructure and technology to loan review, while inTENT adds decades of operating expertise and trusted agency relationships. Together, we're raising the bar for how diligence is delivered." As part of the deal, inTENT Fulfillment's leadership team, including Paul Marchese and Trey Beal, will join Setpoint. Marchese has nearly five decades of experience in mortgage banking and capital markets. Before founding inTENT Fulfillment, he was a senior managing director at Clayton Services, where he helped to grow the firm's annual revenue from about $8 million to more than $200 million while leading diligence programs for major U.S. and global financial institutions. Beal has 25-plus years of experience in the residential mortgage secondary market, including about 20 years at Clayton in roles overseeing diligence, quality control and transaction management teams. He later served as chief operating officer at Recovco Mortgage Management before co-founding inTENT Fulfillment. "Setpoint is a clear leader in applying advanced technology to operations and risk management in asset-backed finance," Marchese said. "Combining this modern infrastructure with inTENT's experience is the next step in fulfilling the original objectives set by our founding investors: to build the next generation of loan review and transaction management capabilities." The acquisition is still subject to regulatory approval and other conditions.

FinTech Futures
Jun 24th, 2025
US wealthtech Waltz preps LatAm launch with new $25m credit line

Wealthtech start-up Waltz has landed a new $25 million credit line, with plans to launch operations in Latin America.

FinTech Global
Jun 20th, 2025
Mortgage FinTech UpEquity secures $200m facility from SVB

Mortgage FinTech UpEquity secures $200m facility from SVB and Setpoint Capital. Discover how the firm plans to scale.

Pulse 2.0
Nov 1st, 2024
Backflip: Real Estate Fintech Company Raise $184 Million

There is a clear market need to support local real estate entrepreneurs with technology and capital products - Setpoint is enthused about partnering with Backflip and contributing to the solution.

INACTIVE