GTM Strategy & Operations Lead

The posting, as Daloopa wrote it

About Daloopa, Inc.
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.

Daloopa was named one of Fast Company's Most Innovative Companies in 2026 .

Why Daloopa?

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

About the role
Location: New York City (Hybrid). In-office at least three days per week (Tues, Wed, & Thurs)
Compensation: $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.

What You'll Do

• GTM Performance & Revenue Intelligence:

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 pe

[…]
venue forecasting

• Strong working knowledge of Salesforce and experience with modern analytics, business intelligence, and reporting tools
• Comfort working with data across CRM, finance, and customer or product-usage systems
• Strong business judgment and the ability to distinguish meaningful commercial signals from noise
• Ability to influence Sales and Customer Success stakeholders without direct authority, translating analysis into changes in execution
• Excellent communication skills, including the ability to present complex findings clearly and concisely to senior leadership
• Comfortable operating in a fast-paced, high-growth environment with evolving processes, priorities, and systems
• A high degree of ownership, intellectual curiosity, attention to detail, and willingness to challenge assumptions

Preferred Experience

• Experience at a high-growth B2B SaaS, financial data, AI, or enterprise technology company
• Experience supporting enterprise sales motions involving complex buying groups, long-term account development, and six-figure contracts
• Experience analyzing both new-logo acquisition and customer expansion or retention motions
• Experience combining product telemetry or usage data with commercial metrics to identify adoption, expansion, and churn opportunities
• Experience developing automated reporting, performance alerts, or AI-enabled analytical workflows
• Experience helping scale GTM processes and analytics during a period of rapid organizational or revenue growth.

Apply

We are looking for people who have demonstrated the ability to turn analysis into business impact.
Come prepared to discuss a commercial or operational problem you helped solve, including how you approached the analysis, what you recommended, how you influenced stakeholders, and what changed as a result.
We are especially interested in examples involving GTM performance, segmentation, capacity planning, sales effectiveness, or customer lifecycle optimization.