About the role
About the Role: Location:
New York City
(Hybrid). In-office at least three days per week (Tues, Wed, & Thurs)
Compensation:
$105,000 - $120,000 base + variable (Total cash compensation up to
$140,000) + 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.)
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-state travel is limited and typically not
required.
What You'll Do:
Own a book of
buy-side
accounts (hedge funds, mutual funds, asset managers)
Act as a trusted advisor to users and client stakeholders to drive product adoption aligned with focused use-cases through renewal
Identify churn risk and maintain healthy customer engagement levels by identifying low utilization and providing consultative solutions tailored for the financial
ecosystem Partner with
Account Executives to turn account insight into expansion pipeline and qualified leads for new products like Scout and the MCP integration
Run quarterly business reviews that show clients the value
they’re
getting, in
language
they understand Interpret customer insights to drive change in product and act as Voice of Customer internally
with Product and Operations
Become a product expert and keep customers informed on key updates and roadmap developments
Who You Are
:
3-5 years of experience as a CSM, ideally with
financial technology or services
customers; preferably
equity research analysts, data scientists, credit and risk teams, or anyone doing fundamental or historical data analysis.
Commercially minded: you see churn risk and expansion opportunity as two sides of the same account, not separate jobs.
Proven ability to stay organized and
maintain
data hygiene while managing a complex
book of
business. You
have strong written and verbal communication and stakeholder management skills, capable of engaging with senior
decision-makers
Ability to
- operate
- with AI tools.
- Success Looks Like : You’ll
- own outcomes across adoption, retention, and expansion, making a direct impact on
Daloopa’s
bottom line
You’ll
build a deep understanding of FinTech and investment workflows working with buy-side clients with speed, clarity, and precision
Clients trust you enough to bring you into strategy conversations, not just support tickets
You’ve
turned account insight into at least one product or process improvement Daloopa has acted on
Apply
:
Tell us about a book of business you owned and how you balanced retention against growth. Bring a specific example of a client relationship you turned around or expanded, and what it took to get there.
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 audibility.
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 by 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