Customer Success Manager

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.

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

Ready to take your client‑facing FinTech career to the next level? 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? 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 of CSMs based in LatAm, 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 periodic onsite meetings with NYC‑based customers. Travel outside New York is minimal and typically not required. 

The Essentials 

• Role: Customer Success Manager (CSM) 
• Type: Individual Contributor; Full Time  
• Location: NYC or the surrounding area (Northeast US)
• Compensation: $130k-135k On Target Earnings (base + variable) 

Your Impact: 

• Reduce churn by identifying customer pain points early and executing proactive retention strategies. 
• Build strong relationships with buy‑side users to drive tailored product adoption. 
• Partner with Sales to surface expansion opportunities and potential leads within existing accounts. 
• Gather, interpret, and relay client feedback to improve Daloopa’s product and user experience, collaborating closely with the Product team. 
• Become a product expert and keep customers informed on key updates and roadmap developments. 
• Work with your Manager to uphold internal processes, share actionable client insights, and help improve CS team efficiency. 

What we’re looking for: 

• Experience as a CSM or other client services-based roles. 
• Proven ability to stay organized and maintain data hygiene while managing a complex book of business 
• Ability to assess customer churn trends, synthesize feedback, and drive product improvements. '
• Strong written and verbal communication and stakeholder management skills, capable of engaging with senior decision-makers  
• Strong background in FinTech, with prior experience working with buy-side personas as a bonus. 

Why You’ll Love This Role: 

• You’ll work directly with sophisticated buy‑side clients. 
• Influence product direction through real customer insights. 
• Build deep expertise in FinTech and investment workflows. 
• Join a collaborative, fast‑moving global CS team. 

What Makes This Role Hard: 

• You own outcomes across adoption, retention, and expansion. 
• Buy‑side clients expect speed, clarity, and precision. 
• Requires mastering a complex product and varied workflows. 
• Fast-growing environment with evolving processes. 

Join us and help redefine the future of investment research. Apply today!