Strategic CSM Asset Management
Listed on 2026-10-07
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Customer Service/HelpDesk
Customer Success Management, Client Relationship Management -
Business
Customer Success Management, Client Relationship Management
Location: New York
Daloopa in New York City is seeking a Customer Success Manager to be the post-sales champion for buy-side clients, guiding onboarding and adoption to ensure measurable impact. You will learn sophisticated investment workflows and influence product usage while driving retention and expansion.
You’ll collaborate with a talented team, prioritize accounts with management, and elevate the customer success motion. Some onsite client meetings are included, with limited travel outside NY.
We have an opening for a Strategic CSM for Asset Management in New York, NY, United States within Management & Operations, Sales.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Strategic CSM for Asset Management role at Daloopa, based in New York, NY, United States.
We are looking to fill the Strategic CSM for Asset Management position at Daloopa in New York, NY, United States.
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