Strategic Customer Success Manager, Snapdocs
$104.1-161k
Salary range is dependent on geographical location
More information about location
Automating mortgage closing
Job no longer available
Automating mortgage closing
201-500 employees
Job no longer available
$104.1-161k
Salary range is dependent on geographical location
More information about location
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
- 5+ years in customer-facing roles, with a steady progression toward owning the relationship with large accounts
- 2+ of those working with mid-market or larger customers/accounts - understands how larger organizations operate
What the job involves
- We are an innovative team. As we expand our product offering to serve more customers in more ways, we need to grow our team with smart, hungry, and curious people. That’s where you come in…
- The Customer Success manager will serve as the main point of contact for our customers. You will be responsible for maximizing the value that lenders realize at Snapdocs, sustaining and expanding these long term relationships, and serving as advisor and partner to help customers achieve their digital closing goals
- This role partners closely across both customer leadership and working teams, as well as internal Snapdocs colleagues to deliver value, drive desired outcomes, improve user experience, increase adoption, and introduce new products. The individual in this role will also have the opportunity to be the “voice of the customer” to our product teams as they create the roadmap to our future
- Serving as a primary point of contact for customers, managing both formal engagements (recurring weekly ‘syncs’, QBRs, etc.) and informal contacts
- Demonstrated ability to manage a high volume of customer deliverables, such as strategic growth plans, support requests, contracts, data & metrics analysis, project plans, or similar
- Ability to drive the client contract renewal & growth process, including strategizing and delivering the ‘first offer’, negotiating gives/takes, and influencing key stakeholders to get to ‘yes’
- Project Management - Must excel at managing multiple projects at once, maintaining and executing against action items, communicating status, and executing deliverables on time
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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