Build and maintain trusted advisor relationships with senior executives at some of our most strategic sell-side clients, such as equity research teams and investment banking divisions, to align stakeholders and drive platform adoption
Serve as a proactive product expert who partners with champions and key decision-makers to deliver tailored success plans, drive consistent platform usage, and keep clients informed on updates and roadmap developments
Act as an advisor for clients on integrating Daloopa AI tools into their tech stack
Monitor account health to proactively identify and mitigate churn risk, while channeling structured client feedback to Product and Engineering to shape Daloopa's roadmap
Drive customer advocacy—through references, case studies, and success stories—while collaborating with internal teams to continuously sharpen customer journey playbooks
Lead cross-functional efforts across onboarding, retention, and custom implementations while maintaining rigorous data hygiene and upholding internal CS team processes
Own retention and net revenue retention for your enterprise portfolio while partnering with Sales to surface upsell and expansion opportunities through ongoing analysis of client needs and usage patterns

Prior CSM experience, ideally managing enterprise sell-side or financial services clients (investment banks, equity research teams, or related workflows)
A deep understanding of equity research, sell-side workflows, or related financial analytics processes
A strong preference for someone that has advised customers on AI workflows and integrations
Proven ability to stay organized and manage a complex, multi-account book of business with discipline and precision
Strong written and verbal communication skills; comfortable engaging with senior decision-makers and navigating multi-stakeholder environments
Ability to assess churn risk, synthesize client feedback, and translate findings into actionable product improvements
Finance certifications (CFA, CPA, CFP) are a plus but not required.

Customer Success Manager

Key skills