Daloopa

Customer Success Manager

• 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