Sell-side Customer Success Manager - Apac

Daloopa

Noida, India
Base: varies by location; bonus/equity: included; ...
Hybrid
Customer success management
Sell-side financial services experience
Product adoption and client engagement
Daloopa is transforming investment research by automating manual financial data extraction with AI-powered technology to help analysts generate insights faster and more accurately

Job Summary

  • Daloopa is transforming investment research by automating manual financial data extraction with AI-powered technology to help analysts generate insights faster and more accurately.
  • The role involves owning the customer journey from onboarding to retention, driving product adoption, client satisfaction, and revenue growth while collaborating with senior financial professionals.
  • The position offers competitive pay, equity, benefits, a hybrid or remote work schedule, and opportunities for career growth within a vibrant, innovative FinTech company.

Matching Summary

Daloopa is transforming investment research by automating manual financial data extraction with AI-powered technology to help analysts generate insights faster and more accurately.

Salary

Base: varies by location; Bonus/Equity: included; Benefits: full package

Skills & Requirements

Must-have

  • Customer success management
  • Sell-side financial services experience
  • Product adoption and client engagement
  • Strategic relationship building
  • Japanese language proficiency
  • Remote work aligned to JST hours
  • Cross-functional project management

Nice-to-have

  • Equity research knowledge
  • Financial analytics workflows
  • Proactive risk mitigation
  • Advocacy and customer storytelling
  • Hybrid work schedule
  • Career growth and mentorship opportunities
  • Collaborative culture

Key Requirements

  • Experience managing enterprise-level sell-side accounts
  • Proficiency in written and verbal Japanese
  • Understanding of equity research or financial analytics
  • CFA, CPA, or CFP preferred but not mandatory
  • Alignment to JST working hours
  • Ability to travel monthly or quarterly to client sites

Work Rights

Not specified

Tailored Resume

Cover Letter