Daloopa · 18 hours ago
Client Success Manager
United States
Full-time
Remote
Mid Level
$130K/yr - $135K/yrDaloopa is a company transforming investment research with its AI-powered platform. They are seeking a Client Success Manager to build partnerships with buy-side clients, guide them through onboarding, and ensure they achieve measurable impacts from Daloopa's solutions.
Artificial Intelligence (AI)Big DataSoftware
Responsibilities
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 improve Daloopa’s product 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
Qualification
Required
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
Preferred
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
Company
Daloopa
Daloopa uses artificial intelligence for document automation and extracting data from financial reports and investor presentations.
Founded in 2019
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$54.4MKey Investors
Pavilion CapitalTouring CapitalCredit Suisse NEXT Investors
2025-07-22Series Unknown· $13M
2024-05-07Series B· $18M
2021-07-15Series A· $20M
Leadership Team
Thomas Li
Co-Founder / CEO
Jeremy Huang
Co-Founder
Recent News
sec
2025-11-03
2025-10-27
Company data provided by crunchbase