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Daloopa

Customer Success Manager – Asset Managers, Hedge Funds

Daloopa

. Own a book of buy-side accounts, including hedge funds, mutual funds, and asset managers .

Posted 9/17/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $140,000 - $150,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer success management with a focus on financial services, leveraging strong communication and stakeholder management skills to drive product adoption and client retention. Proficient in analyzing customer insights to inform product development and enhance client partnerships.

Highest-signal resume keywords
Customer Success ManagementFinancial Services ExperienceStakeholder ManagementData AnalysisChurn Risk Identification

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Equity Research UnderstandingAnalyst Workflow KnowledgeData Hygiene ManagementConsultative SolutionsProduct Adoption Strategies
Soft Skills
Strong Communication SkillsOrganizational SkillsClient Relationship Building
Tools & Technologies
AI ToolsCustomer Success Software
Industry Keywords
Buy-Side AccountsHedge FundsMutual FundsAsset ManagersFinancial Technology

About the role

Key responsibilities & impact
  • Own a book of buy-side accounts, including hedge funds, mutual funds, and asset managers
  • Act as a trusted advisor to users and client stakeholders to drive product adoption through renewal
  • Identify churn risk, low utilization, and customer engagement issues; provide consultative solutions
  • Partner with Account Executives to turn account insights into expansion pipeline and qualified leads for products such as Scout and the MCP integration
  • Run quarterly business reviews demonstrating client value
  • Interpret customer insights to drive product changes and serve as the Voice of Customer with Product and Operations
  • Become a product expert and keep customers informed about updates and roadmap developments
  • Build client partnerships through onboarding, adoption, retention, and expansion
  • Attend some onsite client meetings, primarily in New York City
  • Work with the Manager to prioritize accounts, refine processes, and improve the customer success function

Requirements

What you’ll need
  • 3–5 years of experience running a CSM book
  • Ideally experience in financial services or capital markets
  • Understanding of equity research and analyst workflows
  • Prior experience as a CSM, ideally with financial technology or services customers
  • Experience with equity research analysts, data scientists, credit and risk teams, or fundamental or historical data analysis customers preferred
  • Commercial mindset focused on churn risk and expansion opportunities
  • Ability to stay organized and maintain data hygiene while managing a complex book of business
  • Strong written and verbal communication and stakeholder management skills
  • Ability to engage with senior decision-makers
  • Ability to operate with AI tools

Benefits

Comp & perks
  • Performance incentives
  • Equity in a fast-growing FinTech
  • Hybrid work schedule
  • Career growth and mentorship opportunities
  • Vibrant, collaborative culture
  • Full benefits package