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Account Executive – Settlement & Notary
SnapdocsAccount Executive running the full sales cycle for Snapdocs' innovative mortgage platform. Focusing on establishing new business and maintaining client relationships in real estate technology.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 5+ years of full-cycle AE experience in SaaS or a tech-enabled service business — we sell both software and a signing service, and the profile is different from a pure software sale
- Proven outbound motion — cold calls, sequencing, vertical prospecting, building pipeline from scratch. You know how to find prospects that don't know they need you yet
- Strong discovery skills: you ask good questions, you actually listen, and you can connect what a prospect says to what they actually need
- Comfort with deals in the $30K–$250K ARR range — smaller ones at velocity, larger ones with more care
- Enough technical curiosity to understand what you're selling: remote online notarization, mobile notary scheduling, eSign. You don't need to know how the software is built — you need to care how it works
- Team player. There are 3 people in this group right now. Cultural fit isn't a soft preference — it matters a lot
- AI fluency is a non-negotiable standard at Snapdocs across all functions. For this role, that means using AI to build and run outbound workflows — researching target companies, generating multi-touch outreach sequences, refining talk tracks for new verticals, and identifying decision-makers in industries we haven't sold into before.
Benefits
Comp & perks- Excellent medical, dental, and vision coverage
- 401(k) with up to 4% company match
- 16 weeks of paid parental leave
- Flexible Paid Vacation Time Off + 10 Sick Days for exempt roles
- Generous Accrued Paid Vacation Time Off + 10 sick days for non-exempt roles
- Summer & Winter Break (~1-week each) + 9 Holidays per year
- Healthcare and Dependent Care FSA
- HSA Employer Contribution ($75-150 for individuals, $150-$250 for families)
- $15K Family Building Benefit (lifetime limit)
- Life and Disability Insurance
- $1,500 Annual Lifestyle Stipend to support your well-being
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
full-cycle AE experienceoutbound motioncold callssequencingvertical prospectingpipeline buildingdiscovery skillstechnical curiosityremote online notarizationeSign
Soft Skills
listeningteam playercultural fitstrong questioningconnecting needsprecision in qualificationadaptabilitycollaborationcommunicationcustomer success focus