Role OverviewAs a Customer Success Manager, you'll be the post-sales champion for our buy-side customers, building deep partnerships, guiding onboarding and adoption, and ensuring measurable impact from Daloopa's solutions.
What You Will Do
You'll own a book of buyside accounts, act as a trusted advisor, identify churn risk, and maintain healthy customer engagement levels.
Why It Might Be a Fit
You'll build a deep understanding of FinTech and investment workflows, working with buy-side clients with speed, clarity, and precision, and turn account insight into product or process improvements.
Requirements
- 3-5 years of experience running a CSM book, ideally in financial services or capital markets
- prior experience as a CSM, ideally with financial technology or services customers
- commercially minded, with the ability to stay organized and maintain data hygiene
- strong written and verbal communication and stakeholder management skills
- ability to operate with AI tools
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
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