Customer Success Manager - Equity Research

Daloopa, Inc.; New York (NY); Hybrid; USD 139,000 - 152,000; Full time

Benefits offered by this job

Competitive pay

Equity

Career growth

Mentorship

Benefits package

Job summary

Daloopa, Inc. is seeking a Customer Success Manager for our New York City hybrid team.

You’ll be the post-sales champion for sell-side clients, including equity research teams and investment banks, guiding onboarding and ensuring measurable impact with our AI-powered platform. You’ll expand adoption, drive retention, and collaborate with Product and Engineering to shape our roadmap, while partnering with Sales on upsell opportunities and customer advocacy.

Qualifications

• Prior CSM experience in enterprise sell-side or financial services clients.
• Deep understanding of equity research workflows or related processes.
• Experience advising customers on AI workflows and integrations.
• Strong organization and multi-account management skills.
• Excellent written and verbal communication with senior stakeholders.
• Finance certifications are a plus but not required.

Responsibilities

• Build trusted advisor relationships with senior executives at strategic sell-side clients to drive platform adoption.
• Deliver tailored success plans and drive consistent platform usage across accounts.
• Advise clients on integrating Daloopa AI tools into their tech stack.
• Monitor account health and provide structured feedback to shape the roadmap.
• Drive customer advocacy through references and case studies.
• Collaborate to refine onboarding, retention, and expansion processes.
• Own retention and surface upsell opportunities with Sales.

Skills

Customer Success Management

Enterprise client management

Equity research domain knowledge

Job description

Customer Success Manager - Equity Research

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.

• 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: $139k - $152k OTE (base + 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’llbe the post‑sales champion for our sell‑side customers, including small, mid, and large size banks. Your mission is to build deep partnerships with clients, guide them through onboarding and adoption, and ensure they get measurable impact fromDaloopa’ssolutions.You’lllearnthe workflows of sophisticated investment teams, influence product usage, and play a key role in driving adoption and expansion.

You’llcollaborate closely with a talented team sharing insights and best practices to deliver a consistent, exceptional client experience.You’llwork directly with yourManagerto prioritize your accounts, refine processes, and elevate our customer success motion.

What You’ll Do

• Build and maintain trusted advisor relationships with senior executives at some of our most strategic sell‑side clients, such as equity research teams and investment banking divisions, to align stakeholders and drive platform adoption.
• Serve as a proactive product expert who partners with champions and key decision‑makers to deliver tailored success plans, drive consistent platform usage, and keep clients informed on updates and roadmap developments.
• Act as an advisor for clients on integrating Daloopa AI tools into their tech stack.
• Monitor account health to proactively identify and mitigate churn risk, while channeling structured client feedback to Product and Engineering to shape Daloopa's roadmap.
• Drive customer advocacy—through references, case studies, and success stories—while collaborating with internal teams to continuously sharpen customer journey playbooks.
• Lead cross‑functional efforts across onboarding, retention, and custom implementations while maintaining rigorous data hygiene and upholding internal CS team processes.
• Own retention and net revenue retention for your enterprise portfolio while partnering with Sales to surface upsell and expansion opportunities through ongoing analysis of client needs and usage patterns.

Who You Are

• Prior CSM experience, ideally managing enterprise sell‑side or financial services clients (investment banks, equity research teams, or related workflows).
• A deep understanding of equity research, sell‑side workflows, or related financial analytics processes.
• A strong preference for someone that has advised customers on AI workflows and integrations.
• Proven ability to stay organized and manage a complex, multi‑account book of business with discipline and precision.
• Strong written and verbal communication skills; comfortable engaging with senior decision‑makers and navigating multi‑stakeholder environments.
• Ability to assess churn risk, synthesize client feedback, and translate findings into actionable product improvements.
• Finance certifications (CFA, CPA, CFP) are a plus but not required.

Success Looks Like

• You own outcomes across adoption, retention, and expansion making a direct impact on Daloopa's bottom line.
• You influence product direction through high‑quality, structured client feedback loops.
• You build deep expertise in sell‑side workflows and become a go‑to advisor your clients proactively reach out to.