Daloopa

Sell-Side Customer Success Manager

Hybrid (New York, New York, US)

Sponsorship not specified$139k-$152kDetected 22 days ago

Customer SuccessResearchCommunication

About the role

Candidates who fully match what we're looking for in this role will be at the top of the range.) 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.
You'll learn the workflows of sophisticated investment teams, influence product usage, and play a key role in driving adoption and expansion.
You'll work directly with your Manager to prioritize your accounts, refine processes, and elevate our customer success motion.

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.
Drive customer advocacy-through references, case studies, and success stories-while collaborating with internal teams to continuously sharpen customer journey playbooks.
Lead cross-functional efforts across onboarding, retention, and custom implementations while maintaining rigorous data hygiene and upholding internal CS team processes.
Own retention and net revenue retention for your enterprise portfolio while partnering with Sales to surface upsell and expansion opportunities through ongoing analysis of client needs and usage patterns.
You'll collaborate closely with a talented team sharing insights and best practices to deliver a consistent, exceptional client experience.
This means analysts spend less time on manual tasks and more time generating insights that drive performance.
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.

Ability to assess churn risk, synthesize client feedback, and translate findings into actionable product improvements.

$139k - $152k OTE (base + variable) + 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.) 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.

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.
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
Location: New York City (Hybrid office/remote schedule) Compensation: $139k - $152k OTE (base + variable) + equity + benefits (This range is reflective of level of contribution.

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.
Our mission is to eliminate the slow, error-prone parts of fundamental research-without sacrificing accuracy or auditability.

This listing is sourced directly from Daloopa's careers page and normalized into a canonical job model.