Sell Side - Account Executive

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 office/remote schedule)  

Compensation: $140k–$150k base + commission with a 50:50 split at 100% of goal + accelerators + 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 an Enterprise Account Executive, you’ll own Daloopa’s sell-side franchise, selling large deals into investment banks. Your mission? Run complex, multi-stakeholder sales cycles with equity research, investment banking, and data/technology leaders at global and regional banks. You’ll lead executive conversations, orchestrate technical demos, and navigate procurement, infosec, and legal to close enterprise agreements.  

What You’ll Do  

• Own a named-account list of investment banks; drive new business by prospecting, qualifying, and closing six- and seven-figure net-new deals with senior and executive stakeholders across equity research, investment banking, and data/technology functions. 
• Build and execute multi-threaded account plans, navigating procurement, infosec, and legal reviews typical of enterprise bank purchases.  
• Forecast accurately and maintain rigorous account, opportunity, and activity hygiene in Salesforce.  
• Partner with sales engineering, marketing, product, and leadership to shape POCs, commercial structures, and feedback loops that move enterprise deals forward.   
• Become a product expert in Daloopa and a credible voice on the sell-side research workflow.  

Who You Are  

• 10+ years in a closing role selling data, software, or research solutions into investment banks or other large financial institutions, with a track record of closing million dollar deals. 
• Demonstrated ability to run enterprise sales cycles end-to-end: multi-stakeholder discovery, executive-level value selling, POC management, and procurement/infosec/legal negotiation.  
• Strong command of MEDDPICC (or equivalent), accurate forecasting, and disciplined pipeline management. 
• Existing relationships across equity research, investment banking, or data/technology functions at global or regional banks is a strong plus.   
• Exceptional executive communication, credible with MDs and heads of research, equally comfortable with analysts and technical evaluators.  
• Operates with the ownership of an early enterprise hire independent, resourceful, and collaborative across SE, marketing, product, and leadership.   
• Desire to work in a fast-paced, high-growth, entrepreneurial start-up environment  

Success Looks Like  

• You land and expand Daloopa’s footprint inside marquee investment banks, closing agreements that become long-term enterprise relationships. 
• You establish Daloopa as a credible enterprise partner across equity research, investment banking, and data/technology stakeholders.    
• You shape Daloopa’s sell-side go-to-market—your wins, learnings, and feedback directly influence product, pricing, and packaging.  
• You build a career path into senior enterprise, strategic accounts, or sales leadership as the franchise scales.  

Apply  

If you’ve consistently exceeded quota on enterprise deals into banks, know the sell-side landscape, and want to build a franchise from the ground floor, we’d love to meet you. Share specific deals you’ve led with stakeholders, deal size, cycle length, and how you won.