Senior Manager of Customer Success, Snapdocs
Automating mortgage closing
Open for applications
Automating mortgage closing
201-500 employees
Open for applications
201-500 employees
Company mission
To automate mortgage by connecting the people, process, and technology that powers the industry.
Role
Who you are
- 7–10+ years in customer-facing roles with steady progression toward owning large, complex accounts
- Proven success leading and developing customer-facing teams that drive retention and growth
- Experience working with mid-market and enterprise customers; Fortune 500 exposure is a plus
- Strong project management skills with the ability to manage multiple accounts, deliverables, and stakeholders
- Excellent communication and executive presence with the ability to adapt your message to any audience
- Data-driven mindset with the ability to connect metrics to business value
- A proactive, persistent, and empathetic approach to solving customer challenges
What the job involves
- We’re looking for a Senior Manager, Customer Success to lead a team that ensures our most strategic accounts not only adopt Snapdocs, but realize real business impact. This is a high-visibility role where you’ll combine strategy, execution, and relationship-building to drive both customer and company growth
- Lead, mentor, and manage a team of Customer Success Managers, setting clear expectations and ensuring they consistently deliver results
- Own end-to-end customer engagement across key accounts, including account strategy, executive alignment, and measurable value delivery
- Develop strategic account plans that align Snapdocs solutions with customer goals and long-term priorities
- Build deep, multi-threaded relationships across customer organizations, from executive leadership to operational teams
- Identify opportunities for adoption and expansion, driving upsell conversations and coordinating with internal teams to execute
- Act as the voice of the customer inside Snapdocs, influencing product and cross-functional priorities
- Travel to customer sites (4–8x per quarter) to strengthen partnerships and deliver impact in person
Our take
Real estate closings tend to be inefficient and fragmented. Snapdocs is a software provider that specializes in closing digital loans and mortgages, it uses a single platform to connect the various parties involved in establishing a mortgage. Like many industries, real estate is starting to favour the online space for efficiency and improved customer experience.
The company provides a suite of cloud-based products that simplify the process, bringing every party together in the online space to reduce the cost of deals and increase the efficiency of closing them.
An impressive list of settlement agents has started using the company’s platform, including Googain, Bell Bank, and Lenders One Cooperative. With 20% of real estate transactions being processed through the platform, the company is well set to see further expansion within the market as its patented technology sees further adoption, integration and implementation.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-39% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
May 2021
$150m
SERIES D
Oct 2020
$60m
SERIES C
Total funding: $253m
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)Before founding SnapDocs, they founded another mortgaged-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.
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