Account Executive - Strategic

Daloopa; New York (NY); Hybrid; USD 250,000 - 300,000; Full time

Benefits offered by this job

Competitive pay + performance bonuses

Equity in a fast-growing FinTech

Hybrid work schedule (3 days in-office

Career growth and mentorship

Vibrant, collaborative culture

Full benefits package

Job summary

Daloopa is recruiting a Strategic Account Executive in New York for high-potential buyers and top institutions. You will lead conversations, demo solutions, and navigate complex decision processes with buy-side firms to expand the client portfolio and drive revenue growth.

This role blends hunter and farmer responsibilities in a hybrid NYC setup, offering a competitive OTE and equity interest. You will interact with senior executives and work closely with marketing, product, and sales teams to

Qualifications

• 5+ years in a closing role with institutional investor clients such as hedge funds, asset managers, or investment banks.
• Proven ability to identify buyers, solve complex problems and sell on value.
• Strong communication and relationship management with high-profile fund managers and analysts.
• Independent worker who can collaborate across teams in a fast-growing startup.

Responsibilities

• Drive net-new business by hunting, qualifying, developing relationships and closing opportunities with buy-side contacts.
• Maintain account records in Salesforce to measure performance and optimize win rate.
• Collaborate with marketing and product to relay client feedback for growth and efficiency.
• Become a product expert in Daloopa and the investment research space.

Skills

Closing sales

Account management

Sales strategy

Communication skills

Problem solving

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.

Daloopa was named one of Fast Company's Most Innovative Companies in 2026!

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

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

Compensation: $250K-$300k OTE (base + commission) uncapped + 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.)

About the Role

As a Strategic 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 will be working to expand relationships with some of our largest clients as well as landing new strategic logos to broaden our client portfolio profile. You’ll have meaningful conversations, demo products, and navigate decision processes with buy-side firms.

What You’ll Do

• Drive new business by hunting, qualifying, developing relationships and closing net-new opportunities with both senior and executive-level buy side contacts that influence decisions and interact with their evaluation teams.
• 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

• 5+ years in a closing role with institutional investor financial institutions such as hedge funds, asset managers, investment banks, etc.
• Able 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 advance sales or other positions that align with your career goals