About this role
company
About Daloopa, Inc.
Daloopa is transforming how investment professionals work. Our mission is to eliminate the slow, error-prone parts of fundamental research—without sacrificing accuracy or auditability.
Founded by a former equity research analyst and top engineers, we built an AI-powered platform that converts complex financial filings, transcripts, and KPIs into clean, hyperlinked, customizable data. This means analysts spend less time on manual tasks and more time generating insights that drive performance.
Today, Daloopa powers the workflows of leading investment teams worldwide—helping them move faster, think deeper, and make every decision with confidence. If you’re passionate about building technology that solves real-world problems and want to make an impact, join us and help redefine the future of investment research.
Daloopa was named one of Fast Company's Most Innovative Companies in 2026 !
Why Daloopa?
- Competitive pay + performance incentives
- Equity in a fast-growing FinTech
- Hybrid work schedule (3 days in-office)
- Career growth and mentorship opportunities
- A vibrant, collaborative culture
- Full benefits package
role
About the role
Location: New York City (Hybrid). In-office at least three days per week (Tues, Wed, & Thurs)
Compensation: $140,000-$150,000 OTE (base + variable) + equity + benefits (This range is reflective of level of contribution. Candidates who fully match what we’re looking for in this role will be at the top of the range.)
About the Role
As a Customer Success Manager, you’ll be the post‑sales champion for our buy‑side customers, including hedge funds, mutual funds, and other asset managers. Your mission is to build deep partnerships with clients, guide them through onboarding and adoption, and ensure they get measurable impact from Daloopa’s solutions. You’ll learn the workflows of sophisticated investment teams, influence product usage, and play a key role in driving retention and expansion.
You’ll collaborate closely with a talented team sharing insights and best practices to deliver a consistent, exceptional client experience. You’ll work directly with your Manager to prioritize your accounts, refine processes, and elevate our customer success motion.
This role includes some onsite client meetings, primarily concentrated in New York City. Out of NY state travel will be limited and typically not required.
What You’ll Do
- Own a book of buyside accounts (hedge funds, mutual funds, asset managers)
- Act as a trusted advisor to users and client stakeholders to drive product adoption aligned with focused use-cases through renewal.
- Identify churn risk and maintain healthy customer engagement levels by identifying low utilization and providing consultative solutions tailored for the financial ecosystem.
- Partner with Account Executives to turn account insight into expansion pipeline and qualified leads for new products like Scout and the MCP integration.
- Run quarterly business reviews that show clients the value they’re getting, in language they understand.
- Interpret customer insights to drive change in product and act as Voice of Customer internally with Product and Operations
- Become a product expert and keep customers informed on key updates and roadmap developments.
Who You Are
- You have 3-5 years of experience running a CSM book, ideally in financial services or capital markets, and you understand equity research and analyst workflows.
- You have prior experience as a CSM, ideally with financial technology or services customers preferably equity research analysts, data scientists, credit and risk teams, or anyone doing fundamental or historical data analysis.
- You’re commercially minded: you see churn risk and expansion opportunity as two sides of the same account, not separate jobs.
- You have a proven ability to stay organized and maintain data hygiene while managing a complex book of business. You have strong written and verbal communication and stakeholder management skills, capable of engaging with senior decision-makers
- You have the ability to operate with AI tools.
Success Looks Like
- You’ll own outcomes across adoption, retention, and expansion, making a direct impact on Daloopa’s bottom line.
- You’ll build a deep understanding of FinTech and investment workflows working with buy-side clients with speed, clarity, and precision.
- Clients trust you enough to bring you into strategy conversations, not just support tickets.
- You’ve turned account insight into at least one product or process improvement Daloopa has acted on.
Apply
Tell us about a book of business you owned and how you balanced retention against growth. Bring a specific example of a client relationship you turned around or expanded, and what it took to get there.