Jobs at Daloopa

Design, develop, and maintain backend APIs and services for enterprise customers, focusing on LLMs and building scalable systems to enhance financial data accuracy.

Conduct outbound prospecting (calls, emails, social), research target accounts, uncover pain points, qualify leads, set meetings for sales, and partner with marketing and sales to develop campaigns while becoming an expert in the product and investment research industry.

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.

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.

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.

Own and architect GTM systems (Salesforce, CPQ, integrations), build end-to-end automations using no-code/low-code and LLMs, maintain data flows between warehouse and GTM tools, deliver POCs, ensure org health/security, and partner with GTM leadership to scale reliable, documented revenue technology.

Lead global go-to-market enablement programs for Sales, Marketing, Customer Success and BizDev. Build onboarding, upskilling, certification, and leadership training; measure program impact with data, iterate on outcomes, and partner cross-functionally to close operational gaps and improve ramp, win rates, and GTM consistency.

The Office Manager will oversee office operations, logistics, onboarding, and vendor management, ensuring smooth day-to-day functions and supporting senior leadership in administrative tasks.

Manage post‑sales relationships for sell‑side clients, drive onboarding, adoption, retention, and expansion. Act as product expert for AI integrations, monitor account health, mitigate churn, and relay structured client feedback to shape product roadmap while leading cross‑functional implementations.

Lead Daloopa's financial insights function by designing and executing benchmark studies, evaluating competitors, monitoring investment research trends, and producing high-impact thought leadership (reports, white papers, webinars) to drive demand and inform product positioning and sales enablement.

Support Product Marketing Managers in executing product launches and enablement programs. Own and maintain the sales enablement library, create and update customer-facing content (one-pagers, FAQs, training videos, webpages, tutorials, blog posts, newsletters), and ensure GTM teams have discoverable, accurate resources.

Lead end-to-end product design for Daloopa's Hub, creating information architecture and interaction patterns for dense financial data and AI-assisted workflows. Partner with PMs and engineers, run strategic research with institutional users, prototype 0-to-1 concepts, and maintain design system and internal tooling clarity to prevent configuration errors at scale.

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 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.

As an Enterprise Account Executive, you'll sell high-value deals into investment banks, manage complex sales cycles, and collaborate with various stakeholders to close agreements.