Full-Time
Sales Development Manager
Updated on 9/10/2026
Daloopa
501-1,000 employees
Delivers auditable historical public-company data
Compensation Overview
$175k - $200k/yr
New York, NY, USA
Hybrid
Three days on-site per week required, on Tuesdays, Wednesdays, and Thursdays.
 Sales & Account Management (1) |
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- Experience building or rebuilding a business development representative or sales development representative team, with evidence of the team's performance before and after.
- Experience in fintech or financial services and understanding of how buy-side institutions purchase and engage portfolio managers or research directors.
- Ability to coach representatives individually, identify performance barriers, create improvement plans, and follow through.
- Ability to establish and enforce clear, direct, fair, and consistent performance standards.
- Ability to create, test, and improve processes.
- Ability to manage quality across inbound and outbound sales motions rather than focusing only on volume.
- Ability to operate globally with intentional communication and management structures.
- Data literacy, including identifying meaningful metrics, recognizing vanity metrics, and using metrics to improve team performance.
- Own the performance, pipeline output, KPI attainment, and development of an eight-person global business development representative team.
- Coach each representative through call reviews, outreach audits, objection handling, and ideal customer profile targeting.
- Build and enforce accountability standards, track results, and address underperformance early.
- Partner with account executives to ensure business development representatives generate qualified pipeline that progresses beyond meetings.
- Work with demand generation to convert inbound leads quickly while running structured outbound motions into buy-side accounts.
- Own and reassess team KPIs so they measure quality pipeline drivers rather than activity volume alone.
- Develop representatives for advancement into closing roles.
- Report pipeline health, team performance, and market feedback directly to the Chief Revenue Officer as a strategic partner.
- Identify and build processes, playbooks, and tooling to improve team speed and effectiveness over time.
- Ensure the team consistently achieves pipeline targets for both quantity and quality.
- Drive business development representative contributions toward 30% of paired account executive revenue goals.
- Place underperforming representatives on a clear improvement trajectory or transition them out of the role.
- Assess the team, refine KPIs, and build a performance framework trusted by the Chief Revenue Officer.
Daloopa.ai provides comprehensive, auditable historical data on public companies for financial analysts and investors. It serves large shareholders and institutions, delivering high-quality data that can be easily integrated into existing financial models. The data is accessed via a subscription, and clients can request a demo before subscribing. The product works by compiling and organizing historical company information so analysts can quickly update their investment strategies and cover more companies each quarter. Daloopa differentiates itself through the reliability and auditable nature of its data, its focus on integration with standard financial models, and its adoption by many top shareholders of major public companies. The company's goal is to help investors make informed decisions faster by providing dependable historical data that supports robust investment analysis.
Company Size
501-1,000
Company Stage
Series C
Total Funding
$101.4M
Headquarters
New York City, New York
Founded
2019
Get referred to Daloopa
See people who can refer or advise you
Simplify's Take
What believers are saying
- August 25, 2026 Gemini Enterprise connector expands Daloopa into Google Cloud financial workflows.
- June 25, 2026 Microsoft 365 Copilot integration puts Daloopa inside Word, Excel, and PowerPoint.
- Daloopa said May 2026 revenue doubled year over year and coverage exceeded 5,500 companies.
What critics are saying
- Microsoft, Google, OpenAI, and Anthropic can bundle comparable connectors and squeeze Daloopa margins.
- Financial data vendors like FactSet and S&P Global already own analyst budgets and workflows.
- If audit trails fail during a client trade loss, Daloopa’s trust brand collapses quickly.
What makes Daloopa unique
- Daloopa’s 2026 MCP connectors embed source-linked filings inside ChatGPT, Copilot, Claude, and Gemini.
- Every datapoint traces to original filings, giving analysts auditability FactSet and Bloomberg don’t match.
- May 2026 Series C backing from Brighton Park, Squarepoint, and Nexus validates institutional demand.
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Benefits
Hybrid Work Options
Company Equity
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 8%2 year growth
↓ -2%Daloopa accelerates AI transformation among public equity professionals with Gemini Enterprise for Financial Services. Aug 25, 2026, 10:01 ET New MCP connector empowers financial institutions by providing high-quality data for reliable AI outputs and analysis NEW YORK, Aug. 25, 2026 /PRNewswire/ - Daloopa, the platform powering public equity professionals with trusted financial data and AI automation across the investment research cycle, today announced a new MCP connector built on Google Cloud's Gemini Enterprise for Financial Services to automate complex enterprise workflows. The integration delivers AI-ready financial data directly within Gemini Enterprise for Financial Services, helping users reduce manual work and accelerate a range of analyses. As AI transforms investment research, verified data has become the foundation of trustworthy financial workflows. From valuation and earnings analysis to portfolio modeling, AI systems are only as reliable as the data that powers them. Daloopa provides the structured, source-linked financial data layer that enables finance professionals and AI tools to produce more accurate and auditable results. Its platform covers more than 6,000 public companies globally, with every data point linked back to its original filing for complete traceability. "The promise of AI in investment research isn't simply generating answers faster - it's generating answers investors can trust," said Gabriella Hernandez, VP of Partnerships at Daloopa. "By connecting Daloopa's audit-ready financial data to Google's industry-tailored AI foundation, we're empowering Gemini Enterprise users to perform research tasks while maintaining the transparency required for high-stakes financial analysis." "Our collaboration with Daloopa underscores our commitment to bringing purpose-built, industry-specific AI capabilities to financial professionals. Together, we are equipping analysts and portfolio managers with verified data within their workflow so they can streamline research and analyses, as well as make decisions faster than ever before," said Satish Thomas, Vice President, Google Cloud. Daloopa's MCP is LLM-agnostic and supports AI platforms that adopt the MCP standard, enabling customers to use trusted financial data across their preferred AI applications. Customers can use Daloopa to accelerate tasks ranging from earnings analysis and scenario modeling to equity research and report generation, with complete traceability back to original company filings. About Daloopa Daloopa is the platform powering public equity professionals - delivering trusted financial data and AI automation across the investment research cycle. Its proprietary platform sources, structures, and distributes this historical financial dataset covering over 6,000 public companies globally. Analysts at the world's top financial institutions trust Daloopa's workflow solutions to save valuable time and accelerate their decision making. Daloopa also provides the critical AI data infrastructure that underpins the best financial agents and is trusted by the top global AI companies. Media Contacts: SOURCE Daloopa
Daloopa has launched a new MCP connector built on Google Cloud's Gemini Enterprise for Financial Services to automate complex enterprise workflows for public equity professionals. The integration provides AI-ready financial data directly within Gemini Enterprise, helping users reduce manual work and accelerate various analyses. Daloopa's platform covers more than 6,000 public companies globally, with every data point linked back to its original filing for complete traceability. The MCP connector is LLM-agnostic and supports AI platforms that adopt the MCP standard, enabling customers to use trusted financial data across their preferred AI applications. The integration aims to help analysts perform tasks such as earnings analysis, scenario modelling, equity research, and report generation whilst maintaining transparency and auditability required for high-stakes financial analysis.
Daloopa expands financial data access with new MCP connector for Microsoft 365 Copilot integration, bringing trusted financial data directly into AI workflows. * Artificial Intelligence * 26.06.2026 11:16 am Daloopa, the essential data infrastructure for AI and agentic workflows in financial services, today announced a new Model Context Protocol (MCP) connector with Microsoft 365 Copilot. The integration will significantly enhance investors' financial workflows by delivering structured, source-linked data, allowing Copilot users to move faster and focus on more meaningful work. It also enables Copilot users to create content in Microsoft Word, Excel, and PowerPoint using Daloopa data. This marks the latest milestone following Daloopa's recently announced connector with OpenAI's ChatGPT and its partnership with Anthropic's Claude for Financial Services. The demand for AI-ready data is rapidly growing in financial services. Accuracy and trust are paramount, making access to high-quality data more critical as investment firms build AI-powered workflows. Daloopa addresses this challenge by delivering accurate and comprehensive data infrastructure that powers financial agents and is trusted by some of the leading global AI companies. The platform covers 5,500+ public companies globally, with each datapoint hyperlinked to its original source for auditability. "Our focus is simple: fuel AI and agentic workflows with best-in-class financial data. We develop solutions that address our customers' most pressing needs. Using Microsoft 365 Copilot brings this data directly into the tools investors already rely on, so AI outputs are grounded in accurate, source-linked financials rather than web-scraped information," said Thomas Li, CEO of Daloopa. "As customers move more of their most business-critical workflows into Microsoft 365 Copilot, connecting it to the right data source becomes essential. The Daloopa integration helps extend Copilot into financial workflows by linking it to a system that analysts trust," said Chantrelle Nielsen, principal product manager for Microsoft 365 Copilot at Microsoft. Daloopa's MCP is LLM-agnostic and supports Anthropic's Claude, OpenAI's ChatGPT, and other AI platforms using the MCP standard. It also drives analytical AI workflows, from hedge funds detecting quarterly inflections and modeling scenarios to equity researchers generating reports.
Daloopa has launched a Model Context Protocol connector integrating with Microsoft 365 Copilot, enabling investment firms to access structured, source-linked financial data directly within AI workflows. The integration allows Copilot users to create content in Word, Excel and PowerPoint using Daloopa's data. The New York-based company provides AI-ready financial data covering over 5,500 public companies globally, with each datapoint hyperlinked to its original source for auditability. The LLM-agnostic MCP supports Anthropic's Claude, OpenAI's ChatGPT and other AI platforms using the MCP standard. This follows Daloopa's recent connector with ChatGPT and partnership with Claude for Financial Services. The company aims to address growing demand for high-quality data in financial services, where accuracy and trust are crucial for AI-powered workflows.
Daloopa expands financial data access with new MCP connector for Microsoft 365 Copilot integration, bringing trusted financial data directly into AI workflows. Enables investment firms to use LLMs with high-quality, AI-ready data for accurate analysis New York, NY - June 25, 2026 - Daloopa, the essential data infrastructure for AI and agentic workflows in financial services, today announced a new Model Context Protocol (MCP) connector with Microsoft 365 Copilot. The integration will significantly enhance investors' financial workflows by delivering structured, source-linked data, allowing Copilot users to move faster and focus on more meaningful work. It also enables Copilot users to create content in Microsoft Word, Excel, and PowerPoint using Daloopa data. This marks the latest milestone following Daloopa's recently announced connector with OpenAI's ChatGPT and its partnership with Anthropic's Claude for Financial Services. The demand for AI-ready data is rapidly growing in financial services. Accuracy and trust are paramount, making access to high-quality data more critical as investment firms build AI-powered workflows. Daloopa addresses this challenge by delivering accurate and comprehensive data infrastructure that powers financial agents and is trusted by some of the leading global AI companies. The platform covers 5,500+ public companies globally, with each datapoint hyperlinked to its original source for auditability. "Our focus is simple: fuel AI and agentic workflows with best-in-class financial data. We develop solutions that address our customers' most pressing needs. Using Microsoft 365 Copilot brings this data directly into the tools investors already rely on, so AI outputs are grounded in accurate, source-linked financials rather than web-scraped information," said Thomas Li, CEO of Daloopa. "As customers move more of their most business-critical workflows into Microsoft 365 Copilot, connecting it to the right data source becomes essential. The Daloopa integration helps extend Copilot into financial workflows by linking it to a system that analysts trust," said Chantrelle Nielsen, principal product manager for Microsoft 365 Copilot at Microsoft. Daloopa's MCP is LLM-agnostic and supports Anthropic's Claude, OpenAI's ChatGPT, and other AI platforms using the MCP standard. It also drives analytical AI workflows, from hedge funds detecting quarterly inflections and modeling scenarios to equity researchers generating reports. About Daloopa. Daloopa is the financial data layer powering the finance ecosystem with the most accurate and comprehensive data. Its proprietary platform sources, structures, and distributes this historical financial dataset covering over 5,500 public companies globally. Analysts at the world's top investment firms trust Daloopa's workflow solutions to save valuable time and accelerate their decision making. Daloopa also provides the critical AI data infrastructure that underpins the best financial agents and is trusted by the world's most preeminent AI companies. Media contact. Christina Scott Vice President of Marketing [email protected] By submitting this form, you acknowledge that Daloopa may collect, store, and process your personal information to provide the requested content, respond to your inquiry, and communicate with you about its products and services.