Account Executive - New Business

Daloopa, Inc.; New York (NY); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Competitive pay + performance incentives

Equity in a fast-growing FinTech

Career growth and mentorship opportunities

Full benefits package

Job summary

A fast-growing FinTech company in New York is looking for an Account Executive to drive revenue growth by engaging with potential buy-side clients. This role involves qualifying new business opportunities, maintaining accurate records, and collaborating with different teams to improve sales efficiency. The ideal candidate should have over 2 years of closing experience in a SaaS context, excellent communication skills, and a stay-in-the-know attitude in a fast-paced environment. Join us to redefine investment research.

Qualifications

• 2+ years experience in a closing role with a SaaS based company.
• Ideal experience with institutional investor financial institutions.
• Strong communication skills and a curious, problem-solving mindset.

Responsibilities

• Drive revenue through qualifying and closing new business opportunities.
• Maintain accurate records in Salesforce.
• Collaborate with marketing to relay client feedback.

Skills

Closing sales

Problem-solving

Independent work

Collaboration

Strong communication skills

Tools

Salesforce

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.

Why Daloopa?

• 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

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!