Engineering

Business Development

Operations

Support

Sales

Research

Information Technology

Human Resources

Finance

Financial data and research workflow tools for investors

Co-Founder / CEO

AI-Powered Heron Events Provides Clarity In The Critical Hours After Companies Release Earnings Reports

Daloopa Launches Scout, Its Excel-Native AI Assistant for Financial Modeling

Daloopa Accelerates AI Transformation Among Public Equity Professionals with Gemini Enterprise for Financial Services

Daloopa Expands Financial Data Access with New MCP Connector for Microsoft 365 Copilot Integration, Bringing Trusted Financial Data Directly into AI Workflows

Strategic Partnerships & Alliances Manager

Daloopa is an AI investment research and data automation platform used by investment teams and companies. The Strategic Partnerships & Alliances Manager will build and grow a portfolio of partners, drive adoption and revenue, lead partner discussions and product demonstrations, and manage the end-to-end partnership lifecycle. The role also collaborates with GTM and product stakeholders and develops strategies and playbooks for partnership growth.

Customer Success Manager - Asset Managers & Hedge Funds

Daloopa is an AI-powered platform that converts complex financial filings, transcripts, and KPIs into clean, hyperlinked, customizable data for investment professionals. The Customer Success Manager will own relationships with buy-side customers, lead onboarding and adoption, reduce churn, support renewals and expansion, and provide customer insights to internal product and operations teams.

Manager, Sales Development

Daloopa is an AI-powered financial technology company transforming investment research by converting financial filings, transcripts, and KPIs into clean, auditable data. The Manager, Sales Development will lead the global BDR team, own buy-side pipeline generation, develop team performance, and build processes that improve qualified pipeline output.

GTM Business Development

Daloopa is an AI-powered financial technology company transforming investment research by converting complex financial information into clean, auditable data. The Business Development Representative will identify prospects, generate interest, qualify leads, schedule sales meetings, and collaborate with marketing and sales to drive growth.

GTM (Business Development)

Director of Organic Growth & Search

Daloopa is an AI-powered fintech company transforming how investment professionals conduct fundamental research. The Director of Organic Growth & Search will lead SEO, AEO, GEO, and organic experimentation strategies to increase non-branded discovery, search visibility, and qualified pipeline. The role will also connect brand, PR, partnerships, and content initiatives to organic authority and measurable business impact.

Organic Growth & Search Director

Enterprise Account Executive

Daloopa is an AI-powered financial technology company transforming investment research by converting complex financial information into structured, auditable data. The Account Executive will drive revenue growth by developing and closing new business, expanding strategic client relationships, demonstrating products, and navigating buying processes with buy-side firms.

Expansion Account Executive

Daloopa is an AI-powered fintech company that transforms financial filings, transcripts, and KPIs into clean, auditable data for investment professionals. The Expansion Account Executive will drive revenue growth by expanding relationships with existing buy-side clients, engaging senior decision-makers, demonstrating products, and closing new opportunities across Daloopa’s product suite.

Account Executive - Expansion

Senior Product Manager

Daloopa is transforming investment research with an AI-powered platform that converts financial filings, transcripts, and KPIs into clean, auditable data. The Senior Product Manager will own the Scout AI product from strategy through execution, defining analyst workflows, evaluating AI quality, driving adoption, and collaborating closely with engineering, design, users, and go-to-market teams.

Account Executive - New Business

Daloopa is transforming investment research through an AI-powered platform that converts financial filings, transcripts, and KPIs into clean, auditable data. The Account Executive will drive new business by engaging prospective buy-side customers, demonstrating products, managing decision processes, and closing opportunities. The role also involves maintaining Salesforce records, sharing client feedback, and developing expertise in Daloopa’s product and the investment research industry.

Sr. Research Analyst, Go-to-Market Solutions

Daloopa is an AI-powered financial data platform that helps investment professionals streamline fundamental research. The Sr. Research Analyst, Go-to-Market Solutions partners with Account Executives to translate complex financial and workflow requirements into technical solutions, lead discovery and product demonstrations, support trials, and contribute customer insights to product and sales strategy.