Account Executive - Expansion
Mid-level Account Executive role at Daloopa. Hybrid (New York, NY, US) · full-time · $140,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Find, qualify, develop, and close expansion opportunities within existing buy-side accounts
- Build relationships with senior and executive contacts involved in client buying decisions
- Keep Salesforce account records current to track results and improve efficiency
- Share client feedback with marketing and sales to improve products and selling approaches
- Develop deep knowledge of Daloopa’s platform and investment research market
What you bring
- At least two years of closing experience with institutional-investor organizations such as hedge funds, asset managers, or investment banks
- Ability to map buying participants, solve complex problems, and sell through customer value
- Clear communication and a curious, problem-solving approach with fund managers and analysts
- Independence, strong cross-team collaboration, and comfort in a fast-moving startup
- A record of meeting quotas and contributing directly to results
Who this fits
You’ll suit a self-directed, collaborative seller who understands institutional investors and wants direct responsibility for revenue growth. The role is full time and based in New York City, with a hybrid schedule requiring three days in the office. You’ll also need to work comfortably in a high-growth, entrepreneurial startup environment.
From the employer
About Daloopa, Inc.
Daloopa is transforming how investment professionals work. Our mission is to eliminate the slow, error-prone parts of fundamental research—without sacrificing accuracy or auditability.
Founded by a former equity research analyst and top engineers, we built an AI-powered platform that converts complex financial filings, transcripts, and KPIs into clean, hyperlinked, customizable data. This means analysts spend less time on manual tasks and more time generating insights that drive performance.
Today, Daloopa powers the workflows of leading investment teams worldwide—helping them move faster, think deeper, and make every decision with confidence. If you’re passionate about building technology that solves real-world problems and want to make an impact, join us and help redefine the future of investment research.
Daloopa was named one of Fast Company's Most Innovative Companies in 2026!
Why Daloopa?
- 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
About the Role
Location: New York City (Hybrid office/remote schedule)
Compensation: $140K base + commission with a 50:50 split at 100% of goal + accelerators + equity + benefits (This range is reflective of level of contribution. Candidates who fully match what we’re looking for in this role will be at the top of the range.)
About the Role
As an Expansion Account Executive, you’ll be on the front lines of revenue growth. Your mission? Engage with high-potential prospective customers to keep fueling our new business efforts. You will be working to expand relationships with our existing buy side clients across our entire product suite. You’ll have meaningful conversations, demo products, and navigate decision processes with buy-side firms.
What You’ll Do
- Drive expasion business by hunting, qualifying, developing relationships and closing net-new opportunities with both senior and executive-level buy side contacts that influence decisions and interact with their evaluation teams at our existing clients.
- Maintain account records in Salesforce to measure performance and identify where we can be most efficient towards winning.
- Work closely with marketing and sales to relay client feedback for product improvement, sales efficiency, and sales strategies.
- Become a product expert in Daloopa and the investment research industry.
Who You Are
- 2+ years in a closing role with institutional investor financial institutions; i.e. buyside (hedge funds, asset managers, investment banks, etc)
- Ability to identify who will be part of the buying process, solve complex problems, and sell on value
- Strong communication skills and a curious, problem-solving mindset with the ability to manage high-profile fund managers and analysts alike
- Creative thinker who works independently but can also collaborate heavily across teams
- Desire to work in a fast-paced, high-growth, entrepreneurial start-up environment
Success Looks Like
- You’ll propel Daloopa forward making a direct impact on the bottom line. Your work directly impacts revenue and market presence.
- You’ll learn from to sales leaders and gain exposure to cutting-edge AI technology in the investment space
- You’ll be able to build a career path into advance sales or other positions that align with your career goals
Apply
If you have a proven track record of hitting quotas, know the space, and have a desire to get in on the ground floor, we’d love to meet you. Share examples of your work and how you’ve a direct contribution!
Comprehensive Benefits Include:
Medical, dental, and vision coverage
Equity ownership in the Company
401(k) retirement plan
Monthly Wellness stipend
Generous PTO and Company paid holidays
Paid parental leave
Commuter benefits
Laptop and tools to do great work
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