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
Location: New York City (Hybrid office/remote schedule)
Compensation: $104k - $108k 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
- Reduce churn by identifying customer pain points early and executing proactive retention strategies.
- Build strong relationships with buy‑side users to drive tailored product adoption.
- Partner with Sales to surface expansion opportunities and potential leads within existing accounts.
- Gather, interpret, and relay client feedback to improve Daloopa’s product and user experience, collaborating closely with the Product team.
- Become a product expert and keep customers informed on key updates and roadmap developments.
- Work with your Manager to uphold internal processes, share actionable client insights, and help improve CS team efficiency.
Who You Are
- Prior experience as a CSM, ideally with customers preferably within the financial services or capital markets industry
- Proven ability to stay organized and maintain data hygiene while managing a complex book of business
- Ability to assess customer churn trends, synthesize feedback, and drive product improvements.
- Strong written and verbal communication and stakeholder management skills, capable of engaging with senior decision-makers
- Strong background in FinTech, with prior experience working with buy-side personas as a bonus.
Success Looks Like
- You’ll own outcomes across adoption, retention, and expansion, making a direct impact on Daloopa’s bottom line.
- You’ll influence product direction through customer insights
- You’ll build a deep understanding of FinTech and investment workflows working with buy-side clients with speed, clarity, and precision.
Apply
If you’re a wizard at product adoption and utilization, while being able to build strong relationships, we want to talk with you. Share examples of your work and how you’ve made a direct contribution!
Skills Required
- Experience as a CSM or client services-based roles
- Ability to assess customer churn trends and drive product improvements
- Strong written and verbal communication skills
- Background in FinTech, with buy-side experience as a bonus
What We Do
Use the most complete and accurate set of public company historicals to build and update your models in your preferred method and format with Daloopa. Key data is added to your models instantly. Faster data powers faster and better insights. Are you ready to gain your edge with Daloopa? Get in touch at [email protected].
