Senior Solutions Engineer

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

Benefits offered by this job

Competitive pay

Equity in FinTech growth

Career growth and mentorship

Vibrant collaborative culture

Full benefits package

Job summary

Daloopa is transforming how investment professionals work from New York City. As Solutions Engineer, you will back the GTM team, translating data and workflow needs from equity research, investment banking, and portfolio management into tailored technical solutions.

You will lead discovery, deliver product demos, and coordinate with infosec, data, and engineering teams to prove integrations and help close deals.

Qualifications

• 3–5 years of experience in financial modeling from an Equity Research or Buyside perspective.
• Advanced Excel skills are required.
• Experience creating and optimizing LLM workflows to improve efficiency for buy-side and sell-side clients.
• Experience working with APIs is preferred.
• Ability to collaborate with Account Executives on customer proposals.

Responsibilities

• Provide product demonstrations and tell value stories to customers during trials.
• Ensure product trials meet success criteria with prospects.
• Collaborate with Product and Engineering to relay customer feedback and drive improvements.
• Work with Product and Customer Success to analyze adoption patterns across customer personas.
• Identify technologies to convey customer value faster and accelerate deal velocity.

Skills

Financial modeling

Excel

APIs

LLM workflows

Collaboration with Sales

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.

• 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: $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.