Buy-Side Customer Success Manager

Hybrid - Hybrid (New York, New York, US) Jan 26, 2026

$104K - $108K

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: $104k - $108kbase +variable+equity +benefits(This range is reflective of level of contribution. Candidates who fully match whatwe’relooking for in this role will be at the top of therange.) About the Role As a Customer Success Manager,you’llbe 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 fromDaloopa’ssolutions.You’lllearnthe workflows of sophisticated investment teams, influence product usage, and play a key role in driving retention 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. This role includes some onsite client meetings, primarily concentrated in New York City. Out ofNYstate travel will be limited and typically notrequired. What You’ll Do Reduce churn by identifying customer pain points early and executing proactive retention strategies. Build strong relationships with buy‑side users to drive tailored product adoption. Partner with Sales to surface expansion opportunities and potential leads within existing accounts. Gather, interpret, and relay client feedback to improveDaloopa’sproduct and user experience, collaborating closely with the Product team. Become a product expert and keep customers informed on key updates and roadmap developments. Work with your Manager to uphold internal processes, share actionable client insights, and help improve CS team efficiency. Who You Are Prior experience as a CSM, ideally with customerspreferablywithin the financial services or capital markets industry Proven ability to stay organized andmaintaindata hygiene while managing a complex book of business Ability to assess customer churn trends, synthesize feedback, and drive product improvements. Strong written and verbal communication and stakeholder management skills, capable of engaging with senior decision-makers Strong background in FinTech, with prior experience working with buy-side personas as a bonus. Success Looks Like You’llown outcomes across adoption, retention, andexpansion,making a direct impact onDaloopa’sbottom line. You’llinfluence product direction through customer insights You’llbuild a deepunderstandingof FinTech and investment workflows working with buy-side clients with speed, clarity, and precision. #J-18808-Ljbffr Dormont Manufacturing Co