About this role
Sell-Side Customer Success Manager at Daloopa, Inc. Careers. Location: New York City, New York, United States. Role: building relationships, driving adoption, mitigating churn Requirements: Prior CSM experience with enterprise sell-side or financial services clients; deep understanding of equity research and sell-side workflows; experience advising on AI integrations; strong communication, account management, and churn-risk assessment skills. Category: Customer Service Seniority: Senior Level Tools: Daloopa Certifications: cfa, cpa, cfp Commitment: Full Time Workplace: Hybrid Languages: English