Customer Success Manager - Asset Managers & Hedge Funds

About the role

Location:New York City (Hybrid). In-office at least three days per week (Tues, Wed, & Thurs)

Compensation:$140,000-$150,000 OTE(base + variable) + equity +benefits(This range is reflective of level of contribution. Candidates who fully match whatwe’relooking for in this role will be at the top of therange.)

About the Role

As a Customer Success Manager,you’llbe 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 fromDaloopa’ssolutions.You’lllearnthe workflows of sophisticated investment teams, influence product usage, and play a key role in driving retention and expansion.

You’llcollaborate closely with a talented team sharing insights and best practices to deliver a consistent, exceptional client experience.You’llwork directly with yourManagerto 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 ofNYstate travel will be limited and typically notrequired.

WhatYou’llDo

• Own a book ofbuysideaccounts (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 financialecosystem.
• Partner withAccount 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 valuethey’regetting, inlanguagethey understand.
• Interpret customer insights to drive change in product and act as Voice of Customer internallywith Product and Operations
• Become a product expert and keep customers informed on key updates and roadmap developments.

Who You Are

• Youhave3-5 yearsof experiencerunninga CSM book, ideally in financial services or capital markets, and youunderstand equity research and analyst workflows.
• You have prior experience as a CSM, ideally withfinancial technology or servicescustomers preferablyequity research analysts, data scientists, credit and risk teams, or anyone doing fundamental or historical data analysis.
• You’recommercially minded: you see churn risk and expansion opportunity as two sides of the same account, not separate jobs.
• You have a proven ability to stay organized andmaintaindata hygiene while managing a complexbook ofbusiness. Youhave strong written and verbal communication and stakeholder management skills, capable of engaging with seniordecision-makers
• Youhave the ability tooperatewith AI tools.

Success Looks Like

• You’llown outcomes across adoption, retention, and expansion, making a direct impact onDaloopa’sbottom line.
• You’llbuild 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’veturned 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.

Daloopais transforming how investmentprofessionalswork. Our mission is toeliminatethe 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,Daloopapowers the workflows of leading investment teamsworldwide—helpingthem move faster, think deeper, a