Strategic Customer Success Manager, Snapdocs
$104.1-161k
Salary range is dependent on geographical location
More information about location
Automating mortgage closing
Open for applications
Automating mortgage closing
201-500 employees
Open for applications
$104.1-161k
Salary range is dependent on geographical location
More information about location
201-500 employees
Company mission
To automate mortgage by connecting the people, process, and technology that powers 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. 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
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 values
- Be empathetic: We strive to understand and respect the perspectives of our colleagues and customers. We consider each person's struggles and points of view in order to create win-for-all outcomes
- Be pragmatic: We build for the future while anchoring our product in today. We strive to make an immediate difference in people’s lives over innovating as a technical exercise
- Be authentic: We’re true to ourselves. We lead with intent, we’re honest, we do the right thing
- Be innovative: We do more with less by being creative about our resources to reach a thoughtful goal. This means we’re always curious about the end result we’re targeting and seeking innovative ways to get there
- Be a team player: We care about the success of others on our team, both internally and with our clients. We work together to achieve common goals
- Be results oriented: We measure the impact of what we do and hold ourselves accountable to results and outcomes
Company HQ
Financial District, San Francisco, CA
Articles
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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