Snapdocs

Account Executive

• Run the full sales cycle — from first touch to signed contract. That means working inbound leads (cycles can close in a month or less), generating your own outbound pipeline, and making sure what you sell is actually what gets delivered.
• Build outbound pipeline in non-mortgage verticals: financial services, legal services, estate planning, auto, and others as the market develops
• Identify target accounts in verticals with no existing Snapdocs presence and create first contact — cold outreach, sequences, phone calls, whatever it takes
• Work and convert inbound leads quickly — these cycles can close in under a month, or up to 3-6 months.
• Lead discovery and qualification with precision: understand the buyer's pain, map their process, and establish shared value before you pitch
• Manage opportunities through close, including clear scoping conversations so implementation and customer success know what they're walking into
• Partner with the Solutions Consultant on technical evaluations for larger deals
• Carry and own a revenue quota — not just a bookings number
• Maintain pipeline hygiene in Salesforce; keep Gong updated
• Work closely with Legal on contracts for new-vertical accounts, Marketing on inbound lead quality, and CS on post-close handoffs

Account Executive – Settlement & Notary

Implementation Specialist

• Own the full implementation lifecycle for lender customers across Digital Close, eVault, QC Suite, and new products as they are released — from kickoff through go-live and adoption.
• Serve as the Subject Matter Expert on eVault and eNote. The go-to for edge cases, nuanced industry questions, process flows and secondary market expertise.
• Build and maintain project plans, milestone tracking, and customer communication cadences for every active implementation.
• Drive adoption beyond go-live by equipping customer teams with the training, process guidance, and operational readiness needed to use the platform successfully.
• Lead change management across the customer organization, helping teams adopt new workflows, align stakeholders, and roll out Snapdocs successfully at scale.
• Collaborate closely with the team's digital collateral strategist to expand eVault depth and strengthen eVault and eNote documentation and knowledge across Snapdocs.
• Identify gaps in eVault implementation methodology and industry knowledge and fix them.
• Partner cross-functionally with Product, Customer Success, and Sales on pre-implementation alignment, handoffs, and escalations.
• Contribute process and methodology improvements that the whole team benefits from.

Senior Implementation Manager, eVault – Digital Close

Operations

• Lead and develop a team of Specialists, Leads, and supporting roles— providing guidance, support and motivation to ensure high levels of performance and productivity.
• Set clear expectations and goals to drive accountability across all levels
• Provide consistent coaching and feedback to improve performance and build capability
• Identify and develop talent, supporting growth and readiness for future opportunities
• Build and strengthen a leadership layer that can operate independently and deliver results at scale
• Foster engagement and a strong team culture within your team and across the broader department
• Play a key role in driving overall team performance across key metrics
• Monitor performance trends and quickly identify gaps or risks
• Take decisive action to address issues and drive consistent results
• Ensure alignment and consistency in execution across teams and workflows
• Use data to drive strategic thinking and influence others
• Identify high-impact inefficiencies, friction points, and recurring issues
• Develop and own solutions end-to-end, from ideation through execution
• Monitor outcomes, assess effectiveness, and adjust to drive continuous improvement
• Push through roadblocks and remove barriers to ensure progress
• Ensure processes are clearly defined, adopted, and consistently followed
• Partner with Product, CS, and other teams on cross-functional initiatives
• Act as the Operations DRI for key workflows and customer experiences
• Align stakeholders around priorities, tradeoffs, and solutions
• Drive execution on initiatives that impact both internal operations and customer experience
• Ensure teams consistently deliver a high-quality customer experience
• Identify and mitigate risks that could impact customer satisfaction or retention
• Translate customer feedback into actionable improvements
• Step in to own high-impact or systemic customer issues when needed
• Maintain strong awareness of daily operations (volume, unfilleds, escalations)
• Ensure teams are set up to succeed during peak periods and high demand
• Balance short-term execution needs with long-term improvements
• Make timely, confident decisions in a fast-paced environment

Operations Associate Manager

Product Marketing

• Own positioning and messaging for each distinct settlement audience: enterprise title companies, independent closing professionals, and the emerging D2C consumer segment.
• Build a competitive intelligence function with a defined cadence, structured outputs, and regular stakeholder distribution. Product and leadership should rely on it.
• Define distinct value propositions per audience. An enterprise title VP is moved by different things than an independent notary.
• Partner with Product on roadmap prioritization, feeding market and buyer intelligence as a primary input.
• Translate positioning into segment-specific campaign strategy (channel mix, audience sequencing, test hypotheses) and work with the Revenue Marketing Specialist on execution.
• Own the test-and-learn roadmap: define what hypotheses are running, what the learning goals are, and how results shape approach.
• Own the settlement marketing calendar, budget allocation, and pipeline contribution targets.
• Build the D2C acquisition strategy, from defining what problem Snapdocs solves for target consumers to how that story connects to the institutional narrative.
• Own the editorial agenda across all settlement audiences: what topics Snapdocs should be known for in title and escrow, and how the brand shows up as it enters the consumer space.
• Be the editorial judgment layer for settlement content. AI generates volume; this PMM decides what's worth publishing and whether it's genuinely differentiated.
• Identify and activate internal subject matter experts as thought leadership voices.
• Work closely with the Settlement Revenue Marketing Specialist on channel priorities, signal interpretation, and a weekly read on what the data means.
• Partner with the Systems Director on test infrastructure, measurement design, and the data architecture needed to track a multi-audience funnel cleanly.
• Partner with Sales on pipeline stage messaging, competitive objection handling, and enablement materials.

Principal Product Marketing Manager – Settlement

Product Manager

• Lead the 0-to-1 development of a new product connecting lenders and settlement agents: from problem definition through MVP to revenue-generating scale
• Own and evolve Snapdocs' integration strategy across lender, settlement, and secondary market technology partners
• Identify and recruit early customer partners to co-build with; travel occasionally to be on-site during early iteration
• Drive strategy, roadmap, pricing, and go-to-market for your product area in close partnership with Sales, Customer Success, and Marketing
• Partner with Engineering and Data Science to build products that are technically sound and commercially viable
• Bring an AI-native approach to every part of the work, from discovery and spec-writing to building alongside engineering teams

Principal Product Manager

Marketing

• Own multi-channel growth strategy
• Define and prioritize channels across both B2B and emerging D2C motions (e.g., LinkedIn, events, email, search, paid social, referrals)
• Allocate budget and make clear, defensible channel bets
• Balance fundamentally different audiences without losing strategic coherence
• Build and test the D2C motion
• Design and run early-stage experiments to define what scalable consumer acquisition looks like
• Identify viable channels, messaging, and CAC targets
• Turn ambiguity into structured learning and direction
• Turn data into decisions
• Analyze funnel performance across segments and channels
• Interpret results through the lens of buyer behavior—not just campaign performance
• Maintain an experiment roadmap so insights compound over time
• Deliver clear, actionable recommendations—not just reporting
• Partner with Sales on pipeline quality
• Share insights on lead quality, conversion patterns, and objections
• Participate in sales reviews as a strategic partner
• Align marketing efforts to pipeline outcomes, not just top-of-funnel metrics
• Ensure quality in AI-driven execution
• Review AI-generated campaigns, outreach, and assets for accuracy and audience fit
• Define what can be automated vs. what requires human oversight
• Partner with marketing operations to improve automation and governance

Senior Manager, Revenue Marketing – Settlement

• Own ABM strategy and account intelligence
• Manage a named account program across target lenders, with deeper ownership of top-tier accounts
• Define account tiering, engagement strategy, and trigger-based orchestration
• Interpret behavioral signals and sales feedback to adjust targeting and approach
• Participate in sales reviews as an active partner, not just a marketing stakeholder
• Own channel strategy and investment
• Define and prioritize channels across paid, email, content syndication, and events
• Allocate budget and make clear, defensible investment decisions
• Orchestrate account-level engagement based on intent signals and pipeline stage
• Continuously adjust based on performance and emerging signal patterns
• Turn data into decisions
• Analyze funnel and account-level performance across channels
• Interpret results through the lens of buyer behavior—not just campaign metrics
• Design and evaluate experiments across messaging, conversion points, and engagement strategies
• Maintain a structured experiment roadmap so insights compound over time
• Deliver clear, actionable recommendations—not just reporting
• Partner with Sales on pipeline quality
• Share insights on account engagement, conversion signals, and deal progression
• Participate in pipeline and account reviews as an intelligence partner
• Help define what constitutes a meaningful “meeting-ready” signal
• Align marketing efforts to pipeline quality and progression—not just activity
• Ensure quality in AI-driven execution
• Review AI-generated campaigns, outreach, and assets for accuracy and account relevance
• Define what can be automated vs. what requires human oversight
• Improve how AI is applied across the marketing motion in partnership with systems and ops

Senior Manager, Revenue Marketing

Notary

• Own roadmap, discovery, and delivery for a meaningful portion of Notary Connect with end-to-end accountability for outcomes
• Drive the automation strategy to reduce manual coordination in the scheduling and order management workflow, working closely with data science, engineering, and operations
• Lead product expansion into new verticals, synthesizing customer conversations, market signals, and competitive dynamics to identify where NoCo can win beyond mortgage
• Partner with engineering and customers to expand workflows to support other signing & notarization needs beyond in-person mobile notarizations.
• Develop deep knowledge of our product and user experience by spending time with the operations team and our notary network
• Own communication and documentation to drive our product roadmap and builds for engineering, customers, and executive audiences
• Contribute to pricing, packaging, and go-to-market decisions in partnership with marketing and go-to-market leadership
• Collaborate across customer success, implementation, and sales to ensure new capabilities land and drive adoption