Customer Success Manager
Daloopa
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • United States
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Salary
💰 $130,000 - $135,000 per year
About the role
- Build deep partnerships with clients, guide them through onboarding and adoption, and ensure they get measurable impact from Daloopa’s solutions.
- Learn the workflows of sophisticated investment teams, influence product usage, and drive retention and expansion.
- Collaborate closely with a talented team of CSMs based in LatAm, sharing insights and best practices to deliver a consistent, exceptional client experience.
- Work directly with your Manager to prioritize your accounts, refine processes, and elevate our customer success motion.
- Participate in periodic onsite meetings with NYC-based customers.
Requirements
- Experience as a CSM or other client services-based roles.
- Proven ability to stay organized and maintain data hygiene while managing a complex book of business
- Ability to assess customer churn trends, synthesize feedback, and drive product improvements.
- Strong written and verbal communication and stakeholder management skills, capable of engaging with senior decision-makers
- Strong background in FinTech, with prior experience working with buy-side personas as a bonus.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client partnershiponboardingadoptioninfluence product usageretentionexpansionorganizationdata hygienestakeholder managementcommunication