Account Executive, Expansion

Daloopa, Inc.; New York (NY); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Competitive pay + incentives

Equity in fast-growing FinTech

Career growth and mentorship

Vibrant, collaborative culture

Full benefits package

Job summary

Daloopa is seeking an Expansion Account Executive in New York City (Hybrid office/remote) to drive revenue growth by expanding our footprint within existing buy-side clients. You’ll demo products, navigate decision processes, and close deals across our product suite.

You’ll maintain Salesforce records, collaborate with marketing and sales, become a product expert in investment research, and operate in a fast-paced fintech startup that values auditable, data-driven insights and equity

Qualifications

• 2+ years in a closing role with institutional investor financial institutions (buy-side).
• Ability to identify who will be part of the buying process, solve complex problems, and sell on value.
• Strong communication skills and a curious, problem-solving mindset with the ability to manage high-profile fund managers and analysts alike.
• Creative thinker who works independently but can also collaborate heavily across teams.
• Desire to work in a fast-paced, high-growth, entrepreneurial start-up environment.

Responsibilities

• Drive expansion business by hunting, qualifying, developing relationships and closing expansion opportunities with both senior and executive-level buy-side contacts that influence decisions and interact with their evaluation teams at our existing clients
• Maintain account records in Salesforce to measure performance and identify where we can be most efficient towards winning
• Work closely with marketing and sales to relay client feedback for product improvement, sales efficiency, and sales strategies
• Become a product expert in Daloopa and the investment research industry

Skills

Closing with institutional investors

Job description

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.

• Competitive pay + performance incentives
• Equity in a fast-growing FinTech
• Career growth and mentorship opportunities
• A vibrant, collaborative culture
• Full benefits package

About the Role

Location: New York City (Hybrid office/remote schedule)

Compensation: $130 ,000 - $150,000 base + commission. 50:50 split at 100% of goal + accelerators + 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.)

As an Expansion Account Executive, you’ll be on the front lines of revenue growth. Your mission is to grow Daloopa's footprint within existing buy-side clients across our entire product suite. You’ll have meaningful conversations, demo products, and navigate decision processes with buy-side firms.

What You’ll Do

• Drive expansion business by hunting, qualifying, developing relationships and closing expansion opportunities with both senior and executive-level buy-side contacts that influence decisions and interact with their evaluation teams at our existing clients
• Maintain account records in Salesforce to measure performance and identify where we can be most efficient towards winning
• Work closely with marketing and sales to relay client feedback for product improvement, sales efficiency, and sales strategies
• Become a product expert in Daloopa and the investment research industry

Who You Are

• 2+ years in a closing role with institutional investor financial institutions; i.e. buy-side (hedge funds, asset managers, etc)
• Ability to identify who will be part of the buying process, solve complex problems, and sell on value
• Strong communication skills and a curious, problem-solving mindset with the ability to manage high-profile fund managers and analysts alike
• Creative thinker who works independently but can also collaborate heavily across teams
• Desire to work in a fast-paced, high-growth, entrepreneurial start-up environment

Success Looks Like

• You’ll propel Daloopa forward, making a direct impact on the bottom line. Your work directly impacts revenue and market presence
• You’ll learn from sales leaders and gain exposure to cutting-edge AI technology in the investment space
• You’ll be able to build a career path into advanced sales or other positions that align with your career goals