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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.

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.

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.

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.