Customer Success Manager

Daloopa

21 days ago

New York, NY

Hybrid

Full Time

Medior

0 applicants

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About this role

Daloopa is an AI-powered platform transforming how investment professionals conduct research by converting complex financial data into accessible formats. They are seeking a Customer Success Manager to build strong client relationships, facilitate onboarding, and drive product adoption among buy-side customers, including hedge funds and asset managers.

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About Daloopa

daloopa.com

Daloopa automates extraction and updating of fundamental financial data from earnings calls, SEC filings, transcripts, and other company disclosures to keep models and datasets current. Its platform turns unstructured documents into structured, time‑series facts and model inputs so analysts and asset managers can update forecasts, run comparables, and answer ad‑hoc questions faster and more accurately. Daloopa targets sell‑side and buy‑side research teams, fintechs, and data teams seeking to reduce manual effort and data errors while accelerating decision‑making.