Senior Solutions Engineer

About the role

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

Compensation:$202,500 - $222,000annualized salary+ equity + benefits(This range is reflective of level of contribution. Candidates who fully match whatwe’relooking for in this role will be at the topof therange.)

About the Role

As a Solutions Engineer,you'llbe the technical backbone ofDaloopa'sgo-to-market team, partnering with Account Executives to win large deals across both buy-side and sell-side institutions. Your mission? Translate complex data and workflow requirements from equity research, investment banking, portfolio management, and data/technology leaders into compelling technical solutions.You'lllead technical discovery, design and deliver tailored product demos, and workhand-in-handwith prospects' infosec, data, and engineering teams toprove outintegrations and closedeals.

WhatYou’llDo

• Work closely withSales Account Executives to provide product demonstrations and share areas of value being received byDaloopa’scustomers through storytelling, such as during earnings season,initiatingcoverage on a new company, and/or doing industry analysis.
• Work closely with Sales Account Executives and prospective customers to ensure that product trials have beencompletedincluding success criteria addressed.
• Work closely with Product and Engineering to share customer feedback andidentifyareas of productenhancementsand/or expansion foradditionalrevenue impact.
• Collaborate with Product and Customer Success to understand adoption patterns by customer persona as a means ofiterating onwhereDaloopa’scustomers are finding value during our product demonstrations.
• Identifytechnologies toleverageto convey customer value faster and increase deal velocity within the Sales Team.

Who You Are

• You have 3-5 years of experience and an advanced understanding offundamental financial modeling either from an Equity Research and/or Buyside analyst perspective.
• Extensive knowledge and experience working withMicrosoft Excelrequired.
• Ability to understand and create LLM workflows that help drive efficiencies toDaloopa'sbuy-side and sell-side clients
• Experience working with and/or understanding APIs preferred.
• Ability to collaborate with Account Executives on customer proposalsrequired.

Success Looks Like

• You become the technical trusted advisor prospectsturnto, translating complex requirements into solutions that win deals across buy-side and sell-side institutions.
• You shapeDaloopa'sgo-to-market motion—your discovery insights, demo feedback, and technical wins directly influence product, integrations, and packaging.

Apply

If you're an analyst who wants something a bit different - you want to continue to speak the language, stay up to date on modeling trends, can answer nitty gritty questions, and enjoy talking to people, we want to hear from you. Apply if want to teach other analysts better ways, can hold a room, and maybe want to get a full night's sleep!

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, and make every decision with confidence. Ifyou’repassionate about building technology that solves real-world problems and want to make an impact, joinusand help redefine the future of investment research.

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