Customer Success Manager - Asset Managers & Hedge Funds

Daloopa, Inc.; New York (NY); Hybrid; USD 126,000 - 154,000; Full time

Benefits offered by this job

Competitive pay

Equity

Career growth

Collaborative culture

Full benefits

Job summary

Daloopa, Inc. seeks a Customer Success Manager for our asset-management clients in New York. You’ll own the post‑sale journey for hedge funds, mutual funds and asset managers, guiding onboarding, adoption, and measurable impact of our AI-powered data platform.

Work with a cross‑functional team to ensure retention and expansion, and engage senior stakeholders with clear, compelling value demonstrations. Hybrid in‑office presence in NYC required.

Qualifications

• 3–5 years of experience running a CSM book, preferably in financial services.
• Commercial mindset with focus on churn risk and expansion.
• Strong written and verbal communication with senior stakeholders.
• Ability to operate with AI tools to enhance client success.

Responsibilities

• Own a book of buy-side accounts (hedge funds, mutual funds, asset managers).
• Guide onboarding and adoption, driving measurable impact.
• Partner with Account Executives to generate expansion opportunities.
• Run quarterly business reviews and articulate value to clients.
• Collaborate with Product/Operations to reflect customer insights.

Skills

CSM experience

Commercial mindset

Stakeholder management

Strong communication

AI tool usage

Tools

AI tools

Job description

Customer Success Manager - Asset Managers & Hedge Funds

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 audibility.

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 by 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). In-office at least three days per week (Tues, Wed, & Thurs)

Compensation: up to $140,000 On Target Earnings (this is inclusive of base salary + variable) + 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 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 is to 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 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 some onsite client meetings, primarily concentrated in New York City. Out of NY state travel will be limited and typically not required.

What You’ll Do

• Own a book of buyside accounts (hedge funds, mutual funds, asset managers)
• Act as a trusted advisor to users and client stakeholders to drive product adoption aligned with focused use-cases through renewal.
• Identify churn risk and maintain healthy customer engagement levels by identifying low utilization and providing consultative solutions tailored for the financial ecosystem.
• Partner with Account Executives to turn account insight into expansion pipeline and qualified leads for new products like Scout and the MCP integration.
• Run quarterly business reviews that show clients the value they’re getting, in language they understand.
• Interpret customer insights to drive change in product and act as Voice of Customer internally with Product and Operations
• Become a product expert and keep customers informed on key updates and roadmap developments.

Who You Are

• You have 3-5years of experience running a CSM book, ideally in financial services or capital markets, and you understand equity research and analyst workflows.
• You have prior experience as a CSM, ideally with financial technology or services customers preferably equity research analysts, data scientists, credit and risk teams, or anyone doing fundamental or historical data analysis.
• You’re commercially minded: you see churn risk and expansion opportunity as two sides of the same account, not separate jobs.
• You have a proven ability to stay organized and maintain data hygiene while managing a complex book of business. You have strong written and verbal communication and stakeholder management skills, capable of engaging with senior decision-makers
• You have the ability to operate with AI tools.

Success Looks Like

• You’ll own outcomes across adoption, retention, and expansion, making a direct impact on Daloopa’s bottom line.
• You’ll build a deep understanding of FinTech and investment workflows working with buy‑side clients with speed, clarity, and precision.
• Clients trust you enough to bring you into strategy conversations, not just support tickets.
• You’ve turned account insight into at least one product or process improvement Daloopa has acted on.