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
About the Role
Location: New York City (Hybrid). In-office at least three days per week (Tues, Wed, & Thurs)
Compensation: $175,000 – $200,000 OTE (this is inclusive of 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:
Daloopa's BDR team is the tip of the spear for buy-side pipeline generation, and this role owns it. You are taking over a team of 8 that has the material to perform — most under a year in, with a few veterans anchoring the group — and your job is to make them great. You will report directly to the CRO and own how Daloopa develops pipeline across hedge funds, asset managers, and other buy-side institutions. If you have turned teams around, built pipeline machines in fintech or financial services, and want to do it at a company whose product the buy side actually needs, this is your seat.
What You'll Do
- Own the performance of an 8-person global BDR team — pipeline output, KPI attainment, and team development.
- Coach every rep individually through call reviews, outreach audits, objection handling, and ICP targeting.
- Build and enforce a culture of accountability where activity standards are clear, results are tracked, and underperformance is addressed early.
- Partner with AEs to ensure BDRs are generating qualified pipeline that moves — not just meetings that go nowhere.
- Work alongside demand gen to convert inbound leads quickly while running structured outbound motions into buy-side accounts.
- Own the team's KPIs and be willing to reassess them so they reflect what actually drives quality pipeline, not just activity volume.
- Develop reps who are ready to grow, and make promotion into closing roles a real outcome.
- Report pipeline health, team performance, and market feedback directly to the CRO as a strategic partner, not just a people manager.
- Identify and build the processes, playbooks, and tooling that make the team faster and more effective over time.
Who You Are
- You have built or rebuilt a BDR or SDR team and can show what it looked like before and after. Startup experience building from scratch counts for more than years at an org with a ready-made playbook.
- You have a fintech or financial services background and understand how buy-side institutions buy — and what it takes to earn a conversation with a portfolio manager or research director.
- You are a coach first: you identify what's holding a rep back, build a plan to fix it, and follow through until it sticks.
- You hold the line on standards. You are direct, fair, and consistent — reps always know where they stand.
- You are a builder who creates, tests, and improves processes rather than waiting for perfect ones to exist.
- You know the difference between managing volume and managing quality across both inbound and outbound motions.
- You can operate globally, with intentional communication and management structure rather than ad hoc check-ins.
- You are data literate — you know which metrics matter, which are vanity, and how to use both to make the team better.
Success Looks Like
- The team hits pipeline targets consistently — quantity and quality, not one at the expense of the other.
- BDRs are driving 30% of paired AE revenue goals, and those contributions are closing.
- Underperforming reps are on a clear trajectory up or out.
- You've assessed the team, refined the KPIs, and built a performance framework the CRO trusts.
Apply
If you have led a BDR or SDR team in fintech or financial services and can show the pipeline you built, the reps you developed, and the turnaround you drove, we want to talk. Show us specifics: the numbers, the team, and what you changed to get there.
Skills Required
- Experience building or rebuilding a BDR or SDR team
- Fintech or financial services experience
- Understanding of how buy-side institutions purchase and how to engage portfolio managers or research directors
- Ability to coach and develop sales development representatives
- Ability to establish and enforce performance standards and address underperformance
- Experience creating, testing, and improving sales development processes
- Experience managing both inbound and outbound sales motions
- Ability to operate and communicate effectively across global teams
- Data literacy and ability to use meaningful sales metrics to improve team performance
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].
