Account Executive

About the Company

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. We built an AI-powered platform that converts complex financial filings, transcripts, and KPIs into clean, hyperlinked, customizable data.

Responsibilities

• Drive new business by hunting, qualifying and closing net-new opportunities with senior and executive-level buy-side contacts
• Maintain account records in Salesforce to measure performance and identify efficiencies
• Work closely with marketing and sales to relay client feedback for product improvement and sales strategies
• Become a product expert in Daloopa and the investment research industry

Requirements

• 2+ years in a closing role with institutional investor financial institutions (buy-side, hedge funds, asset managers, investment banks, etc.)
• Ability to identify buying processes, solve complex problems, and sell on value
• Strong communication skills and a curious, problem-solving mindset
• Ability to manage high-profile fund managers and analysts
• Desire to work in a fast-paced, high-growth, entrepreneurial start-up environment

Benefits

• Competitive pay + performance incentives
• Equity in a fast-growing FinTech
• Hybrid work schedule
• Career growth and mentorship opportunities
• Full benefits package