Account Executive - New Business
Daloopa Open At a glance
Mid-level Account Executive role at Daloopa. Hybrid (New York, NY, US) · full-time.
In listing Account Executive salary
growthroles summary, based on the employer's posting.
What you'll do
- Find, qualify and win new accounts by working with senior buy-side decision-makers and their evaluation teams
- Keep Salesforce account details current so you can track results and spot ways to improve win efficiency
- Bring customer feedback to marketing and sales teams to shape product improvements and selling approaches
- Build deep knowledge of Daloopa’s product and investment research
What you bring
- At least two years in a closing sales role with institutional-investor financial firms, such as hedge funds or asset managers
- You can map the buying group, address complex problems and make a value-based case
- You have a record of meeting sales quotas
Who this fits
This mid-level role suits an independent seller who can also work closely with colleagues and communicate well with fund managers and analysts. The job is based in New York City, with a hybrid schedule that includes three office days each week.
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: $90,000 - $125,000 base + commission (On Target Earnings: $180,000+ 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.)
As an Account Executive, you’ll be on the front lines of revenue growth. Your mission is to engage with high-potential prospective customers to keep fueling our new business efforts. You’ll have meaningful conversations, demo products, and navigate decision processes with buy-side firms.
What You’ll Do:
- Drive new business by hunting, qualifying and closing net-new opportunities with both senior and executive-level buy-side contacts that influence decisions and interact with their evaluation teams
- 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, 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 sales leaders and gain exposure to cutting-edge AI technology in the investment space
- You’ll be able to build a career path into advanced 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 made a direct contribution!
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