Field Marketing Manager, Snapdocs
$131-150k
In addition to base salary and variable compensation, this position includes meaningful equity
Automating mortgage closing
Posted today
Automating mortgage closing
201-500 employees
Posted today
$131-150k
In addition to base salary and variable compensation, this position includes meaningful equity
201-500 employees
Company mission
To automate the home mortgage experience by connecting the people, processes, and technologies that power the industry.
Role
Who you are
- 4+ years of field marketing, event marketing, or go-to-market marketing experience in B2B SaaS, fintech, financial services, or a similarly complex industry
- A track record of owning events or field programs that contributed to qualified meetings, pipeline, customer relationships, or revenue
- Excellent project management. You keep many workstreams moving, write clear next steps, and make it obvious who owns what and when
- Strong judgment on event investment. You can assess attendee lists, audience fit, sponsorship value, sales goals, cost, and expected return before recommending a program
- Experience working closely with sales, customers, partners, vendors, and executives. You make it easy for others to do their part and keep things from falling through the cracks
- Comfort learning and operating marketing automation, CRM, lead capture, or event systems. Direct HubSpot experience is a plus
- Experience working on a lean marketing team with broad ownership, from deciding where to invest to making sure the room is ready
- Ability to travel to industry events, customer programs, and executive gatherings. Travel will be dependent on the specific event needs, but this role is not required to be at every event, instead using good judgment and clear evaluation of need to determine on-site presence levels
What the job involves
- Snapdocs is the trusted infrastructure for high-stakes transactions
- We started in mortgage, where trust is not assumed, the work is fragmented across many parties, and the cost of mistakes is real - and are bringing that same standard of trust to other markets
- Years of automating the hardest tasks gave us something more foundational than workflow software: an AI-native platform that makes complex work easy to complete, hard to get wrong, and built to withstand scrutiny over time
- Field marketing turns that promise into tangible presence and relationships in the market by owning the programs that put Snapdocs in front of the right audiences, in the right settings, for the right reasons
- You’ll turn conferences, executive programs, customer gatherings, partner activations, and account-based programs into credible brand experiences, tight relationships, and measurable commercial impact
- This is a hands-on field marketing role with broad ownership. You’ll help shape where and why Snapdocs shows up, choose the programs most relevant to our audiences and business priorities, manage the details that make those programs work, and connect every program to coordinated Sales and Marketing follow-up
- Events are the primary channel, but field marketing is broader than event execution. It also includes regional programs, executive presence, customer and prospect engagement, partner programs, and account-based plays across Snapdocs’ markets. You’ll help make our mission tangible by creating experiences that simplify complexity, build trust, and move the right relationships forward
- Take ownership of a strong, existing events lineup for mortgage, primarily geared towards sales in-person meetings, and then building the playbook for expanding event presence on-stage, in new thought-leadership forums and through field motions
- Strategize a new non-real-estate events plan, including identifying strategic event and field motions in priority adjacent industries, designed to establish credibility, develop relationships, and create pipeline in those markets
- Unify existing and new vertical field marketing strategies into a tiered event strategy across industry, partner, customer, and executive programs
- Decide the right level of presence for each program, from attendance and executive meetings to sponsorships, booths, speaking opportunities, roundtables, dinners, and roadshows
- Run event programs end to end: goals, budget, registrations, vendors, booth and materials, attendee lists, on-site execution, and follow-up
- Partner with Lender and Settlement Sales to connect event plans to target accounts, meetings, and next steps, ensuring event participation converts into a repeatable pipeline and revenue motion, strengthens Snapdocs’ credibility across the mortgage ecosystem and new verticals, and builds executive, partner, and customer relationships that support growth
- Work with Revenue Marketing on pre-event outreach, in-event signal capture, and post-event follow-up, including help with prospecting, messaging and social engagement
- Use HubSpot as the system of record for event planning, lists, activity tracking, and handoffs, with Salesforce and Slack connected where needed
- Track cost per attendee, meetings booked, meeting follow-up, qualified opportunities, pipeline impact, and 30-day post-event ROI. Use what you learn to make sharper investment calls
Our take
Real estate closings tend to be inefficient and fragmented, so Snapdocs provides software for closing digital loans and mortgages. The company provides a suite of cloud-based products that simplify the process, reducing the cost of deals and increasing the efficiency of closing them.
The appeal of Snapdocs is that it connects all the various parties involved in establishing a mortgage. This eliminates much of the friction that can slow down closes, making everything swifter and more efficient. Like many industries, real estate is starting to favour the online space for improved customer experience, which creates great opportunities for the company.
An impressive list of settlement agents has started using the Snapdocs platform, including Googain, Bell Bank and Lenders One Cooperative. With good early uptake, the company is set for further expansion within the market as its patented technology sees more adoption, integration and implementation.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-39% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
May 2021
$150m
SERIES D
Oct 2020
$60m
SERIES C
Total funding: $253.2m
Company benefits
- Excellent health, dental, and vision benefits
- 401(k) with up to 4% company match
- 16 weeks paid parental leave (regardless of gender)
- Flexible time off policy
- Flexible spending account for healthcare and dependent care
- Galileo, Modern Health, Urban Sitter, and Northstar Financial memberships
- Life and disability insurance
Company HQ
Financial District, San Francisco, CA
Leadership
Aaron King
(Founder & Executive Chair)Before founding SnapDocs, they founded another mortgage-based company, NotaryLink, which focused on signing services. They were the former product manager for Afar Media which specialized in traveler experience beyond the guidebook.
Michael Sachdev
(CEO)Advisory Board Member at Skysun and Board Member at Lumen Energy. Former Advisor for Treehouse, and Board Member at CarbonForest. They also worked at Sunrun for 9 years in roles including VP, SVP and CPO.
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