GTM Strategy & Operations Lead

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 by 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.

• Competitive pay + performance incentives
• Equity in a fast-growing Fin Tech
• Hybrid work schedule (3 days in-office for HQ-based roles)
• Career growth and mentorship opportunities
• A vibrant, collaborative culture
• Full benefits package

New York City (Hybrid). In-office at least three days per week (Tues, Wed, & Thurs)

$155,000 - $175,000 Total On Target Earnings (base + variable) + 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.)

We are looking for a GTM Strategy & Operations Lead to help improve the effectiveness, productivity, and scalability of our Sales and Customer Success organizations.

Reporting to the VP of Revenue Strategy & Operations, you will work closely with leaders across New Logo Sales, Strategic Accounts, Expansion, and Customer Success to translate commercial priorities into actionable insights, repeatable processes, and measurable business outcomes.

You will play an important role in understanding what drives revenue performance, identifying opportunities to improve execution, and equipping GTM leaders with the data and tools needed to make better decisions.

We are looking for someone who can independently structure complex business problems, build rigorous analyses, develop recommendations, and partner with cross-functional teams to implement solutions.

The ideal candidate combines strong analytical capabilities with commercial judgment, intellectual curiosity, and a bias toward action.

Develop actionable insights into the performance of our Sales and Customer Success organizations, helping leadership understand what's working, where execution is falling short, and where intervention is needed.

• Build and improve CRO, sales leadership, and frontline manager dashboards to provide visibility into pipeline, revenue attainment, sales productivity, conversion, and customer performance
• Analyze leading and lagging performance indicators across new-logo acquisition, strategic accounts, expansion, and renewals
• Identify trends in opportunity creation, pipeline coverage, sales velocity, stage conversion, deal size, and forecast accuracy
• Develop proactive reporting, automated alerts, and performance signals to identify risks and opportunities before they affect revenue outcomes
• Partner with Sales and CS leaders to translate findings into concrete actions that improve execution and accountability

Partner with customer-facing leaders to improve commercial performance across the customer lifecycle, from initial engagement and acquisition through adoption, expansion, and renewal.

• Analyze sales performance by team, segment, product, use case, territory, and individual contributor to identify opportunities for improvement
• Evaluate funnel performance and conversion patterns, identifying bottlenecks in qualification, pipeline progression, and deal execution
• Develop win/loss analyses to understand the impact of competitive positioning, pricing, product fit, customer needs, and sales execution
• Combine CRM, customer engagement, and product-usage data to identify adoption trends, expansion opportunities, and churn risks
• Support the development and measurement of scalable sales and customer-success motions, including account planning, land-and-expand strategies, trial conversion, and renewal management
• Partner with Enablement and Sales leadership to identify best practices and measure the impact of changes to frontline behavior

Support Rev Ops leadership with the analysis and modeling required to improve resource allocation, account…