Customer Success Manager

🕒 March 4

🏢🏡 New York City – Hybrid

💵 $130k - $135k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Daloopa

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

☁️ SaaS

🤖 Artificial Intelligence

🔥 Funding within the last year

💰 $13M Venture Round - Daloopa on 2025-07

Finance • SaaS • Artificial Intelligence

Daloopa is a financial data and AI-powered model automation company providing high-quality, audited fundamental data and tools that integrate with Excel and AI agents. It supplies a Model Context Protocol (MCP) and API access to over 5,000 global tickers, extracted via proprietary AI parsing from filings, presentations, press releases and transcripts, with hyperlink auditability and >99% accuracy. Daloopa's products (Copilot, Updater, Scout, Cloud, MCP) enable rapid model building, automated updates, and LLM integration for financial institutions, hedge funds, private equity, and corporate finance teams.

📋 Description

• Build deep partnerships with clients, guide them through onboarding and adoption, and ensure they get measurable impact from Daloopa’s solutions. • Learn the workflows of sophisticated investment teams, influence product usage, and drive retention and expansion. • Collaborate closely with a talented team of CSMs based in LatAm, sharing insights and best practices to deliver a consistent, exceptional client experience. • Work directly with your Manager to prioritize your accounts, refine processes, and elevate our customer success motion. • Participate in periodic onsite meetings with NYC-based customers.

🎯 Requirements

• Experience as a CSM or other client services-based roles. • Proven ability to stay organized and maintain data 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.

🏖️ Benefits

• 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