Strategic 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

• Own a named-account list of investment banks and drive new business by closing six- and seven-figure net-new deals
• Build and execute multi-threaded account plans, navigating procurement, infosec, and legal reviews
• Forecast accurately and maintain rigorous account, opportunity, and activity hygiene in Salesforce
• Partner with sales engineering, marketing, product, and leadership to shape POCs and commercial structures
• Become a product expert and a credible voice on the sell-side research workflow

Requirements

• 10+ years in a closing role selling data, software, or research solutions into investment banks or large financial institutions
• Proven track record of closing million dollar deals
• Demonstrated ability to run end-to-end enterprise sales cycles including POC management and legal negotiation
• Strong command of MEDDPICC or equivalent sales methodologies
• Exceptional executive communication skills, capable of engaging with MDs and heads of research
• Ability to operate independently in a fast-paced, high-growth startup environment

Preferred Qualifications

• Existing relationships across equity research, investment banking, or data/technology functions at global or regional banks

Benefits

• Competitive pay + performance incentives
• Equity in a fast-growing FinTech
• Hybrid work schedule (3 days in-office)
• Career growth and mentorship opportunities
• Full benefits package