Jobs · Business Development

Account Executive, Settlement & Notary

Snapdocs · San Francisco, CA · 5 days ago
RemoteRemoteBusiness Development$30k–$250k/yrPart-time

Who We Are

The U.S. mortgage market is a $14 trillion pillar of the economy — and much of it still runs on fax machines, overnight shipping, and manual workflows. Snapdocs is changing that. Our platform currently powers 20% of all real estate closings in the country, and we’re just getting started. We design workflow software and AI-driven automation that connects lenders, settlement teams, notaries, and investors — eliminating friction, reducing risk, and delivering a faster, simpler closing for every borrower. Our customers range from the largest mortgage lenders to independent title companies. They trust us because we solve real operational pain with empathy, rigor, and reliability. We’re backed by Sequoia, Y Combinator, and F-Prime, and we’re building for the long term.

What You'll Do

  • Run the full sales cycle — from first touch to signed contract. That means working inbound leads (cycles can close in a month or less), generating your own outbound pipeline, and making sure what you sell is actually what gets delivered. Your number is a revenue number, not just bookings. You close the deal and then you care whether it sticks.
  • Outbound & pipeline generation: Build outbound pipeline in non-mortgage verticals: financial services, legal services, estate planning, auto, and others as the market develops.
  • Identify target accounts in verticals with no existing Snapdocs presence and create first contact — cold outreach, sequences, phone calls, whatever it takes.
  • Sales execution: Work and convert inbound leads quickly — these cycles can close in under a month, or up to 3-6 months. Lead discovery and qualification with precision: understand the buyer's pain, map their process, and establish shared value before you pitch.
  • Manage opportunities through close, including clear scoping conversations so implementation and customer success know what they're walking into.
  • Partner with the Solutions Consultant on technical evaluations for larger deals.
  • Commercial ownership: Carry and own a revenue quota — not just a bookings number. Maintain pipeline hygiene in Salesforce; keep Gong updated.
  • Work closely with Legal on contracts for new-vertical accounts, Marketing on inbound lead quality, and CS on post-close handoffs.

Required

  • 5+ years of full-cycle AE experience in SaaS or a tech-enabled service business — we sell both software and a signing service, and the profile is different from a pure software sale.
  • Proven outbound motion — cold calls, sequencing, vertical prospecting, building pipeline from scratch. You know how to find prospects that don't know they need you yet.
  • Strong discovery skills: you ask good questions, you actually listen, and you can connect what a prospect says to what they actually need.
  • Comfort with deals in the $30K–$250K ARR range — smaller ones at velocity, larger ones with more care.
  • Enough technical curiosity to understand what you're selling: remote online notarization, mobile notary scheduling, eSign. You don't need to know how the software is built — you need to care how it works.
  • Team player. There are 3 people in this group right now. Cultural fit isn't a soft preference — it matters a lot.

Preferred

  • Experience at a notarization tech company — deep familiarity with RON and the industry is a genuine advantage.
  • Existing relationships in financial services, legal, wealth management, or title and settlement.
  • Startup or lean-team experience — you've built your own pipeline without SDR support and you know how to operate without a playbook for every situation.
  • Familiarity with Salesforce, HubSpot, and Gong.
  • AI fluency: baseline, not bonus. AI fluency is a non-negotiable standard at Snapdocs across all functions. For this role, that means using AI to build and run outbound workflows — researching target companies, generating multi-touch outreach sequences, refining talk tracks for new verticals, and identifying decision-makers in industries we haven't sold into before. We want to understand how you work with AI tools, not just hear that you use them.

Compensation & Benefits

  • Base salary: $125,000
  • Variable: $125,000
  • Total on-target earnings (OTE): $250,000
  • Where you land within the variable range depends on your attainment against quota.
  • In addition to base and variable compensation, this position includes meaningful equity and a comprehensive benefits package.

About Snapdocs

We’re Here To Transform One Of The Most Critical And Complex Industries In The World. That Requires a Team That Is Curious, Driven, Thoughtful, And Practical. We Value Product discipline and clear reasoning Deep ownership of outcomes (not just tasks) Straightforward, honest communication Empathy for the people who use our software

Why Snapdocs

  • To support our team, we offer a comprehensive & thoughtful benefits package for all full-time employees, which includes:
  • Excellent medical, dental, and vision coverage
  • 401(k) with up to 4% company match
  • 16 weeks of paid parental leave
  • Flexible Paid Vacation Time Off + 10 Sick Days for exempt roles
  • Generous Accrued Paid Vacation Time Off + 10 sick days for non-exempt roles
  • Summer & Winter Break (~1-week each) + 9 Holidays per year
  • Healthcare and Dependent Care FSA HSA Employer Contribution ($75-150 for individuals, $150-$250 for families)
  • $15K Family Building Benefit (lifetime limit)
  • Life and Disability Insurance
  • $1,500 Annual Lifestyle Stipend to support your well-being

Equal Opportunity Employer

Snapdocs is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you have a disability or special need that requires accommodation, please let us know.

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