Customer Success Manager - Equity Research

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

Benefits offered by this job

Equity in FinTech

Hybrid work schedule

Full benefits package

Job summary

Daloopa in New York City is seeking a Customer Success Manager to lead post-sales partnerships with sell-side clients, including banks and equity research teams. You will onboard, guide adoption, and drive measurable impact of our AI-powered platform.

Collaborating with product and engineering, you will influence roadmap through client feedback, manage a multi-account book, and aim for high retention and expansion while maintaining data hygiene and a formal CS process.

Qualifications

• Proven CSM experience with enterprise clients (finance preferred).
• Ability to manage multi-account book with discipline.
• Strong written and verbal communication for senior stakeholders.

Responsibilities

• Build trusted advisor relationships with senior executives at sell-side clients.
• Deliver tailored success plans to drive product usage and adoption.
• Guide clients on integrating Daloopa AI tools into their tech stack.

Skills

CSM experience

Enterprise clients

Account management

Communication skills

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: $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.)

About the Role

As a Customer Success Manager, you’ll be 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 from Daloopa’s solutions. You’ll learn the workflows of sophisticated investment teams, influence product usage, and play a key role in driving adoption 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.

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.