Jobs at Daloopa

Lead the engineering team building Scout, an AI-powered Excel product for creating and updating audit-ready financial models. This player-coach role combines hands-on technical leadership with hiring, mentoring, roadmap ownership, cross-functional collaboration, and operational excellence. The manager will ship reliable client-facing ML/LLM products, establish engineering standards, improve team processes, and build strong relationships with Product, Sales, Customer Success, Support, and financial analysts.

Own Daloopa’s organic growth strategy across SEO, AEO, GEO, and emerging search channels. Lead keyword strategy, technical SEO, site architecture, content optimization, AI-search visibility, authority building, and experimentation. Partner cross-functionally to convert PR, brand, and content momentum into links, citations, qualified leads, and pipeline. Establish reporting and attribution while developing scalable programs that improve non-branded discovery and organic revenue.

Own the end-to-end partner lifecycle: identify, evaluate, negotiate, and sign partnerships. Demo product, activate and grow partnerships, gather partner feedback to inform product and GTM, develop repeatable playbooks, and collaborate cross-functionally to drive revenue.

Own the strategy, roadmap, and execution of Scout, Daloopa’s AI-native analyst workflow product. Responsibilities include defining financial analyst workflows, partnering daily with engineering and design, evaluating AI output quality, conducting user discovery, improving engagement and retention, enabling go-to-market teams, and prototyping ideas. The role requires end-to-end ownership, technical judgment, strong user research, and experience shipping AI or complex workflow products in an early-stage environment.

Drive new business by prospecting, qualifying, demonstrating, and closing opportunities with buy-side investment firms. Manage senior and executive-level stakeholders, maintain Salesforce account records, identify buying processes, sell on value, and relay client feedback to marketing, sales, and product teams. Develop deep expertise in Daloopa’s AI-powered investment research platform and contribute directly to revenue growth in a fast-paced startup environment.

Own and improve a global eight-person BDR team responsible for buy-side pipeline generation. Coach representatives, manage performance and KPIs, build inbound and outbound processes, partner with account executives and demand generation, develop promotion-ready talent, and report pipeline health and market feedback to the CRO. The role also creates playbooks, tooling, and accountability frameworks to increase qualified pipeline quality and team effectiveness.

Sell Daloopa's AI-powered SaaS platform to buy-side investment firms by qualifying leads, demoing product, closing new business, and maintaining accurate Salesforce records while collaborating with marketing and product teams to relay client feedback.

Own month-, quarter-, and year-end close activities, maintain GL accuracy, prepare reconciliations and journal entries, perform variance analysis, apply U.S. GAAP judgment, support audits and investor reporting, and drive process improvements and ERP migration automation.

Perform outbound prospecting (calls, emails, social), research target accounts, qualify leads, set meetings, and collaborate with marketing and sales. Learn product and investment research industry to open opportunities and drive revenue growth.

Drive expansion revenue among existing buy-side clients by identifying opportunities, engaging senior decision-makers, demonstrating Daloopa’s product suite, navigating evaluations, and closing deals. Maintain Salesforce records, collaborate with marketing and sales teams, relay customer feedback, and develop deep expertise in Daloopa’s AI platform and investment research industry.

Drive new business and expand strategic accounts among institutional investment firms. The Account Executive will prospect, qualify, build relationships, conduct product demonstrations, navigate complex buying processes, and close net-new opportunities with senior buy-side stakeholders. Responsibilities include maintaining Salesforce records, collaborating with marketing and sales on customer feedback and strategy, and becoming an expert in Daloopa’s AI-powered investment research platform.

Own Scout end-to-end: set roadmap, define analyst workflows, write specs, collaborate with engineering and design, build AI evaluation frameworks, run user discovery with expert analysts, enable GTM, prototype ideas, and drive retention and engagement metrics.

Act as the technical lead for go-to-market: drive discovery, design and deliver tailored product demos, validate integrations with prospects' infosec/data/engineering teams, manage trials and success criteria, and feed customer insights to Product and Engineering to accelerate deals and improve the product.