Senior Solutions Engineer

Daloopa; New York (NY); Hybrid; USD 203,000 - 222,000; Full time

Benefits offered by this job

Competitive pay

Equity

Career growth

Collaborative culture

Full benefits

Job summary

Daloopa is seeking a Solutions Engineer to serve as the technical backbone of the go-to-market team. You will translate complex data and workflow requirements from equity researchers, investment bankers, and portfolio managers into tailored technical solutions.

Lead discovery, design and deliver bespoke product demos, and work with infosec, data, and engineering teams to validate integrations and help close deals.

Qualifications

• 3-5 years of experience with advanced financial modeling
• Extensive Microsoft Excel experience required
• Ability to understand and create LLM workflows for go-to-market
• Experience working with APIs preferred
• Ability to collaborate with Account Executives on proposals

Responsibilities

• Lead technical discovery and tailor product demos for prospects
• Collaborate with Product and Engineering to feedback and identify enhancements
• Coordinate with security and data teams to prove integrations
• Deliver compelling technical solutions across buy-side and sell-side
• Support deal closure with strong technical storytelling

Skills

Financial modeling

Microsoft Excel

LLM workflows

APIs

Collaboration with Account Executives

Tools

APIs

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.

About the role

• Competitive pay + performance incentives
• Equity in a fast-growing FinTech
• Career growth and mentorship opportunities
• A vibrant, collaborative culture
• Full benefits package

Location:

New York City (Hybrid) . In-office at least three days per week (Tues, Wed, & Thurs)

Compensation

$202,500 - $222,000 annualized salary + 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 Solutions Engineer, you'll be the technical backbone of Daloopa's go-to-market team, partnering with Account Executives to win large deals across both buy-side and sell-side institutions. Your mission? Translate complex data and workflow requirements from equity research, investment banking, portfolio management, and data/technology leaders into compelling technical solutions. You'll lead technical discovery, design and deliver tailored product demos, and work hand-in-hand with prospects' infosec, data, and engineering teams to prove out integrations and close deals.

What You'll Do

• Work closely with Sales Account Executives to provide product demonstrations and share areas of value being received by Daloopa’s customers through storytelling, such as during earnings season, initiating coverage on a new company, and/or doing industry analysis.
• Work closely with Sales Account Executives and prospective customers to ensure that product trials have been completed including success criteria addressed.
• Work closely with Product and Engineering to share customer feedback and identify areas of product enhancements and/or expansion for additional revenue impact.
• Collaborate with Product and Customer Success to understand adoption patterns by customer persona as a means of iterating on where Daloopa’s customers are finding value during our product demonstrations.
• Identify technologies to leverage to convey customer value faster and increase deal velocity within the Sales Team.

Who You Are

• You have 3-5 years of experience and an advanced understanding of fundamental financial modeling either from an Equity Research and/or Buyside analyst perspective.
• Extensive knowledge and experience working with Microsoft Excel required.
• Ability to understand and create LLM workflows that help drive efficiencies to Daloopa's buy-side and sell-side clients
• Experience working with and/or understanding APIs preferred.
• Ability to collaborate with Account Executives on customer proposals required.

Success Looks Like

• You become the technical trusted advisor prospects turn to, translating complex requirements into solutions that win deals across buy-side and sell-side institutions.
• You shape Daloopa's go-to-market motion—your discovery insights, demo feedback, and technical wins directly influence product, integrations, and packaging.