Job Opportunities API

About The Role Location:   New York City (Hybrid office/remote schedule) Compensation:   $139k - $152k  OTE (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 sell‑side customers, including small, mid, and large size banks. 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 adoption 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. What   You’ll   Do • Build and   maintain   trusted advisor relationships with senior executives   at some of our most   strategic   sell-side clients, such as   equity research   teams   and   investment banking divisions, to align stakeholders and drive platform adoption. • Serve as a proactive product expert who partners with champions and key decision-makers to deliver tailored success plans, drive consistent platform usage, and keep clients informed on updates and roadmap developments. • Act as an advisor for   clients on   integrating   Daloopa   AI tools into their tech stack. • Monitor account health to proactively   identify   and mitigate churn risk, while channeling structured client feedback to Product and Engineering to shape   Daloopa's   roadmap. • Drive customer advocacy—through references, case studies, and success stories—while collaborating with internal teams to continuously sharpen customer journey playbooks. • Lead cross-functional   efforts across onboarding, retention, and custom implementations while   maintaining   rigorous data hygiene and upholding internal CS team processes. • Own retention and net revenue retention for your enterprise portfolio while partnering with   Sales to surface upsell and expansion opportunities through ongoing analysis of client needs and usage patterns. Who You Are • Prior CSM experience, ideally managing enterprise sell-side or financial services clients (investment banks, equity research teams, or related workflows). • A deep understanding of equity research, sell-side workflows, or related financial analytics processes. • A strong   preference for someone that has advised customers on AI workflows and integrations. • Proven ability to stay organized and manage a complex, multi-account book of business with discipline and precision. • Strong written and verbal communication skills; comfortable engaging with senior decision-makers and navigating multi-stakeholder environments. • Ability to assess churn risk, synthesize client feedback, and translate findings into actionable product improvements. • Finance certifications (CFA, CPA, CFP) are a plus but not   required. Success Looks Like • You   own outcomes across adoption, retention, and expansion making a direct impact on   Daloopa's   bottom line. • You influence product direction through high-quality, structured client feedback loops. • You build deep   expertise   in sell-side workflows and become a go-to advisor your clients proactively reach out to. Apply If you're skilled at driving product adoption (ideally with AI tools!), building trusted relationships with high-stakes clients and operating with both strategic vision and executional rigor we want to talk .   Share examples   of your work and how   you’ve   made   a direct contribution! 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