Senior Manager of Customer Success, Snapdocs
Settlement
$165.8-236.6k
OTE
$127.5-182k
BASE
Salary dependent on location. In addition to base salary, this role is eligible for a 30% variable bonus based on the base salary
Automating mortgage closing
Be an early applicant
Automating mortgage closing
201-500 employees
Be an early applicant
$165.8-236.6k
OTE
$127.5-182k
BASE
Salary dependent on location. In addition to base salary, this role is eligible for a 30% variable bonus based on the base salary
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 progressive responsibility for large, complex accounts
- 3–5+ years managing mid-market or enterprise clients; experience with large enterprises (e.g., Fortune 500) is a plus
- Proven success leading and developing high-performing, customer-facing teams that drive growth and retention
- Strong project management experience, including juggling multiple priorities, meeting deadlines, and maintaining clear communication
- Experience managing formal and informal customer engagement, from regular syncs to executive QBRs
- Demonstrated ability to lead the renewal and expansion process, negotiate effectively, and influence decision-makers
- Exceptional communication skills, including the ability to tailor messaging for executive, operational, and technical audiences
- Strong business acumen and understanding of how customers make strategic and operational decisions
- Data-driven mindset with the ability to analyze and interpret customer metrics to tell a business-impact story
- Skilled in influencing and aligning complex customer organizations toward shared goals
- Comfort with Google Workspace, Salesforce, OpenAI products, and Sisense (preferred)
- Highly Organized: Manages multiple priorities across diverse accounts with precision and accountability
- Proactive: Anticipates customer needs and preempts potential challenges
- Persistent: Pushes through barriers to achieve desired outcomes and delivers results
- Trusted Advisor: Quickly earns customer trust through deep understanding of their business and thoughtful recommendations
- Communicative: Keeps all stakeholders informed and aligned across projects and priorities
- Empathetic & Curious: Seeks to understand the “why” behind customer challenges and finds innovative ways to solve them
- Goal-Oriented: Aligns daily work to measurable company, team, and client objectives
- Dependable & Growth-Oriented: Follows through on commitments and invests in ongoing personal and team development
What the job involves
- Snapdocs is looking for a Senior Manager, Customer Success (Settlement) to develop and execute strategies that maximize the value realized by our Settlement customers while accelerating the growth of Snapdocs’ expanding product suite
- This is a strategic, high-impact role that combines leadership, customer engagement, and growth strategy
- The Senior Manager will lead a team of Customer Success Managers (CSMs) focused on driving account strategy, nurturing long-term relationships, ensuring product adoption, identifying and executing upsell and expansion opportunities, and ensuring overall customer satisfaction and retention
- They will partner closely with executive leadership, cross-functional teams, and customer stakeholders, requiring strategic vision, proactive leadership, expert communication skills, and a deep understanding of Snapdocs’ products and customer needs
- Lead, mentor, and develop a high-performing team of Customer Success Managers, ensuring alignment with company goals and delivery of measurable customer outcomes
- Own end-to-end engagement for key Settlement accounts, including relationship management, account strategy, value drivers, growth opportunities, and long-term success plans
- Develop and maintain strategic account plans to align Snapdocs’ priorities with customer business goals and maximize delivered value
- Build and nurture strong executive relationships within customer organizations, creating multiple points of contact across leadership and working teams. (Some travel required, approximately 4–8 times per quarter.)
- Deeply understand each customer’s strategic business objectives and articulate how Snapdocs solutions drive measurable impact toward those goals
- Identify and cultivate customer “Champions” to drive consensus, renewals, and long-term account growth
- Measure and improve key customer metrics tied to quantifiable business outcomes from digital closing adoption
- Ensure continuous communication with customers through planning sessions, QBRs, product updates, training, and check-ins
- Identify and pursue opportunities for product adoption, new product expansion, and creative engagement strategies
- Partner cross-functionally with Sales, Product, Support, and Implementation to ensure seamless delivery and feedback loops
- Drive customer growth through upsells and adoption of new Snapdocs products and features
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.
Share this job
View 3 more jobs at Snapdocs