About this position
Please use this direct link to apply. Applications in through this page will not be reviewed!
https://zrec.in/Z0nJ4?source=CareerSite
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
About the role
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: Noida, India OR we are open to a remote individual in the APAC area
- Compensation: commensurate with experience
Your Impact:
- Build and maintain trusted relationships with senior executives, equity research analysts, and operations teams across enterprise accounts.
- Drive platform usage through proactive engagement, advisory, and collaboration with power users and champions.
- Own renewals, retention, and net-retention outcomes for your account portfolio.
- Identify upsell and expansion opportunities through needs analysis and partnership with account executives.
- Monitor account health, anticipate risks, and execute mitigation strategies to ensure customer satisfaction.
- Represent the voice of the customer to Product and Engineering, providing input that shapes roadmap decisions.
- Lead advocacy initiatives including references and customer success stories.
- Coordinate cross-functional teams to execute onboarding, retention activities, and custom implementations.
What we’re looking for:
- Experience managing enterprise-level accounts in sell-side or financial services.
- Deep understanding of equity research, sell-side workflows, or financial analytics processes.
- Strong interpersonal, communication, and problem-solving skills.
- Ability to navigate complex organizations and influence stakeholders at multiple levels.
- Written and verbal fluency in Japanese (required).
- CFA, CPA, or CFP credentials are preferred but not mandatory.
Why You’ll Love This Role:
- You’ll work directly with top-tier financial institutions and high-sophistication research teams.
- You’ll own deeply strategic, visible relationships that materially shape Daloopa’s product and growth path.
- You get to combine financial domain knowledge with cutting-edge AI-driven technology.
- The role blends relationship-building, strategy, and hands-on problem solving.
- Remote flexibility across APAC while still maintaining high-impact client engagement.
What Makes This Role Hard:
- Managing demanding enterprise stakeholders in fast-moving, high-expectation sell-side environments.
- Navigating complex organizational structures while ensuring adoption across multiple user personas.
- Balancing proactive engagement, risk mitigation, and strategic expansion simultaneously.
- Operating autonomously in a remote environment while maintaining strong internal cross-functional alignment.
- Context-switching between detailed financial workflow understanding and technical product conversations.
Join us and help redefine the future of investment research. Apply today!
USE THIS LINK TO APPLY https://zrec.in/Z0nJ4?source=CareerSite