Sell-Side Customer Success Manager

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 whatwe’relooking for in this role will be at the top of therange.)

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.

WhatYou’llDo

• Build andmaintaintrusted advisor relationships with senior executivesat some of our moststrategicsell-side clients, such asequity researchteamsandinvestment 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 forclients onintegratingDaloopaAI tools into their tech stack.
• Monitor account health to proactivelyidentifyand mitigate churn risk, while channeling structured client feedback to Product and Engineering to shapeDaloopa'sroadmap.
• Drive customer advocacy—through references, case studies, and success stories—while collaborating with internal teams to continuously sharpen customer journey playbooks.
• Lead cross-functionalefforts across onboarding, retention, and custom implementations whilemaintainingrigorous data hygiene and upholding internal CS team processes.
• Own retention and net revenue retention for your enterprise portfolio while partnering withSales 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 strongpreference 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 notrequired.

Success Looks Like

• Youown outcomes across adoption, retention, and expansion making a direct impact onDaloopa'sbottom line.
• You influence product direction through high-quality, structured client feedback loops.
• You build deepexpertisein 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 examplesof your work and howyou’vemadea 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!

WhyDaloopa?

• 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