Account Executive - New Business

Daloopa; New York (NY); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Competitive pay + performance incentives

Equity in a fast‑growing FinTech

Hybrid work schedule (3 days in‑office)

Career growth and mentorship opportunities

Full benefits package

Job summary

Daloopa is seeking a passionate Account Executive to drive revenue growth in a fast-paced FinTech environment. This role involves engaging with prospective customers and collaborating with teams to improve sales processes.

With a competitive compensation package of $90-125k base salary plus commission, this position offers a unique opportunity for career growth within a rapidly scaling company. Join Daloopa and redefine the future of investment research!

Qualifications

• 2+ years experience in a closing role, preferably in SaaS.
• Ability to navigate decision processes within buy-side firms.
• Familiarity with financial institutions and investment research.

Responsibilities

• Drive revenue by qualifying and closing new business opportunities.
• Maintain accurate records in Salesforce.
• Collaborate with marketing and sales for product feedback.

Skills

Closing sales

Strong communication skills

Problem-solving mindset

Ability to collaborate across teams

Creative thinking

Tools

Salesforce

Job description

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 accelerate your career in FinTech sales? Join Daloopa, a fast‑growing company transforming how investment professionals work. Our AI‑powered platform helps analysts move faster, think deeper, and make smarter decisions—and we need driven, curious people to help us spread the word.

As an Account Executive, you’ll be on the front lines of revenue growth. Your mission? Engage with high‑potential prospective customers to keep fueling our new business efforts. You’ll have meaningful conversations, demo products, and navigate decision processes with buy‑side firms.

The Essentials

• Role: Account Executive (AE)
• Type: Individual Contributor; Full Time
• Location: On‑site at HQ Tues, Wed, Thurs
• Compensation: $90-125k base + commission with a 50:50 split at 100% of goal + accelerators

Your Impact

• Drive revenue through qualifying and closing new business opportunities with both senior and executive level buy‑side contacts.
• Maintain accurate records in Salesforce to identify where we can be most efficient.
• Collaborate 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.

What we’re looking for

• 2+ years experience in a closing role with a SaaS based company, ideally with institutional investor financial institutions i.e., buyside (hedge funds, asset managers, investment banks, etc.).
• Ability to identify who will be part of the buying process, solve complex problems, and sell on value.
• Creative thinker who works independently but can also collaborate heavily across teams.
• Strong communication skills and a curious, problem‑solving mindset.
• Desire to work in a fast‑paced, high‑growth, entrepreneurial start‑up environment.

Why You’ll Love This Role

• You’ll be the growth engine of a fast‑scaling FinTech company—your work directly impacts revenue and market presence.
• Learn from top sales leaders and gain exposure to cutting‑edge AI technology in the investment space.
• Build relationships with decision‑makers at leading financial institutions and sharpen your business acumen.
• Enjoy a strong career path—this role is designed to launch you into advanced sales or other positions that align with your career goals.
• Be part of a collaborative, high‑energy team that celebrates wins and supports your success.

What Makes This Role Hard

• High expectations—you’ll need to be proactive and persistent in managing your pipeline.
• Complex conversations—you’ll be speaking with sophisticated financial professionals, so curiosity and quick learning are key.
• Competitive market—standing out requires creativity and resilience.
• Constant evolution—our product and industry move fast, so adaptability is essential.

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