Customer Success Manager, Snapdocs
$128.4-183.6k
OTE
$107-153k
BASE
Salary and OTE dependent on location
Automating mortgage closing
Be an early applicant
Automating mortgage closing
201-500 employees
Be an early applicant
$128.4-183.6k
OTE
$107-153k
BASE
Salary and OTE dependent on 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 increasing responsibility for account management
- 3+ years managing mid-market or enterprise accounts; understanding of large organizational structures and buying cycles
- Proven success driving renewals and upsells in a SaaS or technology environment
- Experience leading customer meetings (weekly syncs, QBRs, executive reviews) and managing both formal and informal relationships
- Strong project management skills; ability to manage multiple deliverables such as strategic growth plans, renewals, contracts, data analysis, and metrics reporting
- Experience influencing renewal and expansion strategies, including negotiation and stakeholder alignment
- Ability to manage and influence customer buying groups, aligning stakeholders toward decisions
- Excellent verbal and written communication skills with executive presence
- Strong business acumen; able to link Snapdocs’ solutions to customer ROI
- Data-driven mindset; comfortable with analysis and using insights to drive account growth
- Strong training and enablement skills across diverse user groups
- Familiarity with Google Suite and Sisense a plus
- Highly organized and able to manage multiple accounts and stakeholders
- Proactive in anticipating customer needs and identifying expansion opportunities
- Persistent in overcoming obstacles and closing renewals/upsells
- Trusted advisor who builds credibility and influences outcomes
- Clear and frequent communicator across internal and external stakeholders
- Empathetic problem-solver who listens carefully and provides actionable solutions
- Curious and eager to understand customer industries, businesses, and challenges
- Goal-oriented with a track record of meeting or exceeding renewal and upsell targets
- Dependable in delivering commitments on time
What the job involves
- Partnering closely with the Sr. Manager, Customer Success, the Customer Success Manager will serve as the primary point of contact for our Lender customers
- They are responsible for maximizing the value that strategic Lenders realize at Snapdocs, sustaining and expanding these long-term relationships, and serving as a strategic advisor to help customers achieve their digital closing goals
- This role requires strong account management skills with a clear focus on customer renewals, growth, and upsells
- The CSM will collaborate with both customer leadership and working teams, as well as internal Snapdocs colleagues, to deliver measurable outcomes, improve user experience, drive adoption, and introduce new products and services. They will also serve as the “voice of the customer” to product teams to influence the roadmap
- Build and maintain strong executive and working-level relationships at client companies, involving Snapdocs’ leadership as needed to foster multiple points of contact (includes up to 20% travel)
- Deeply understand customer business priorities and demonstrate how Snapdocs can help them achieve strategic goals
- Own and execute strategic account plans, ensuring alignment between customer objectives and Snapdocs’ solutions
- Develop customer Champions and drive consensus across stakeholders to ensure value-driven renewals and account growth
- Proactively identify and close upsell opportunities by expanding adoption of current products and introducing new Snapdocs solutions
- Partner with Sales leadership to influence the renewal process and expansion strategy, including negotiations with key stakeholders
- Track and improve customer metrics tied to quantifiable business value from digital closings
- Lead customer communications, including strategic planning, QBRs, training, change management, and check-ins
- Collaborate with Support and Product teams to escalate issues and create a feedback loop that informs product development
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 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)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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