Snapdocs

• Own and execute enterprise sales strategy within a defined territory, including named account planning and outbound pipeline development. • Engage C-level executives and key stakeholders at large lending institutions to understand their business priorities and connect them to Snapdocs' solutions. • Run full-cycle enterprise deals from first contact through close, including six-figure contracts. • Apply MEDDPICC across your pipeline — mapping metrics, economic buyers, decision criteria, and paper process with precision. We expect you to live in this framework, not just cite it. • Build a deep understanding of each target account: their digital transformation goals, organizational structure, existing technology, and competitive dynamics. • Collaborate with Sales Development, Marketing, Customer Success, and Product to build deal-specific value propositions and manage execution. • Serve as a trusted advisor to lending leaders navigating digital transformation, from RON adoption to eClose rollout. • Stay current on e-closing and mortgage technology developments to maintain credibility in every conversation. • Seek out coaching, share pipeline intelligence with leadership, and contribute to the team's collective knowledge.

Role Description This is the seat that keeps new lender customers moving. When a deal closes, whether it's a new logo or an upsell, the Implementation Manager owns what happens next: getting the customer live, driving real adoption, and ensuring the transaction volume that justifies the contract actually flows through the platform. You'll own the full implementation lifecycle for Snapdocs' core lender products: Digital Close, eVault, quality control, and new products as they're released. You'll also serve as the team's resident expert on eVault and eNote. That expertise runs deep, but the role doesn't stop there. You'll run the full range of lender implementations alongside your colleagues, bringing specialized knowledge of digital collateral and the secondary market: edge cases, customer nuances, process flows, and industry best practices. What you'll do - Own the full implementation lifecycle for lender customers across Digital Close, eVault, QC Suite, and new products as they are released — from kickoff through go-live and adoption. - Serve as the Subject Matter Expert on eVault and eNote. The go-to for edge cases, nuanced industry questions, process flows and secondary market expertise. - Build and maintain project plans, milestone tracking, and customer communication cadences for every active implementation. - Drive adoption beyond go-live by equipping customer teams with the training, process guidance, and operational readiness needed to use the platform successfully. - Lead change management across the customer organization, helping teams adopt new workflows, align stakeholders, and roll out Snapdocs successfully at scale. - Collaborate closely with the team's digital collateral strategist to expand eVault depth and strengthen eVault and eNote documentation and knowledge across Snapdocs. - Identify gaps in eVault implementation methodology and industry knowledge and fix them. - Partner cross-functionally with Product, Customer Success, and Sales on pre-implementation alignment, handoffs, and escalations. - Contribute process and methodology improvements that the whole team benefits from. Qualifications - You've implemented eVault, eNote, or digital collateral solutions from the vendor side, and you've owned complex implementations end-to-end: project plans, milestone tracking, stakeholder management, without needing someone to tell you what the next step is. - You know the mortgage ecosystem well: LOS, POS, eNote, warehouse lenders, secondary market, custodians. Not as buzzwords, but as a working map of how deals actually move. - You're comfortable in high-stakes customer conversations. You can navigate complexity, manage competing priorities, and keep stakeholder trust intact when things get hard. - Technical integration concepts don't intimidate you. APIs, SSO, data configuration. You don't need to build them, but you understand them well enough to ask the right questions and keep things moving. - And you're genuinely interested in expanding your expertise across the full digital collateral lifecycle, not just the eVault and eNote pieces you already know. AI proficiency standard - Use AI tools actively in your day-to-day workflow as a genuine productivity multiplier, not as a novelty. - Understand how AI can accelerate implementation work — drafting customer communications, summarizing meetings, building knowledge bases, automating processes — and apply it proactively. - Stay current on AI developments relevant to your role and identify new applications that create leverage for your team. Compensation - Zone 1 (San Francisco Bay Area, Seattle Metro, New York City): $145,500 - $182,000 - Zone 2 (All other U.S. locations): $127,500 - $159,500 - This role is eligible for a 20% variable component tied to lender revenue and eNote revenue performance, bringing total on-target earnings (OTE) to: - Zone 1: $174,600 - $218,400 - Zone 2: $153,000 - $191,400 Benefits - 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 Company Description Snapdocs is changing the U.S. mortgage market, a $14 trillion pillar of the economy, by designing workflow software and AI-driven automation that connects lenders, settlement teams, notaries, and investors. Our platform currently powers 20% of all real estate closings in the country. We’re backed by Sequoia, Y Combinator, and F-Prime, and we’re building for the long term.

• 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. • 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 • 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 • 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

• Own the full implementation lifecycle for lender customers across Digital Close, eVault, QC Suite, and new products as they are released — from kickoff through go-live and adoption. • Serve as the Subject Matter Expert on eVault and eNote. The go-to for edge cases, nuanced industry questions, process flows and secondary market expertise. • Build and maintain project plans, milestone tracking, and customer communication cadences for every active implementation. • Drive adoption beyond go-live by equipping customer teams with the training, process guidance, and operational readiness needed to use the platform successfully. • Lead change management across the customer organization, helping teams adopt new workflows, align stakeholders, and roll out Snapdocs successfully at scale. • Collaborate closely with the team's digital collateral strategist to expand eVault depth and strengthen eVault and eNote documentation and knowledge across Snapdocs. • Identify gaps in eVault implementation methodology and industry knowledge and fix them. • Partner cross-functionally with Product, Customer Success, and Sales on pre-implementation alignment, handoffs, and escalations. • Contribute process and methodology improvements that the whole team benefits from.

• Lead and develop a team of Specialists, Leads, and supporting roles— providing guidance, support and motivation to ensure high levels of performance and productivity. • Set clear expectations and goals to drive accountability across all levels • Provide consistent coaching and feedback to improve performance and build capability • Identify and develop talent, supporting growth and readiness for future opportunities • Build and strengthen a leadership layer that can operate independently and deliver results at scale • Foster engagement and a strong team culture within your team and across the broader department • Play a key role in driving overall team performance across key metrics • Monitor performance trends and quickly identify gaps or risks • Take decisive action to address issues and drive consistent results • Ensure alignment and consistency in execution across teams and workflows • Use data to drive strategic thinking and influence others • Identify high-impact inefficiencies, friction points, and recurring issues • Develop and own solutions end-to-end, from ideation through execution • Monitor outcomes, assess effectiveness, and adjust to drive continuous improvement • Push through roadblocks and remove barriers to ensure progress • Ensure processes are clearly defined, adopted, and consistently followed • Partner with Product, CS, and other teams on cross-functional initiatives • Act as the Operations DRI for key workflows and customer experiences • Align stakeholders around priorities, tradeoffs, and solutions • Drive execution on initiatives that impact both internal operations and customer experience • Ensure teams consistently deliver a high-quality customer experience • Identify and mitigate risks that could impact customer satisfaction or retention • Translate customer feedback into actionable improvements • Step in to own high-impact or systemic customer issues when needed • Maintain strong awareness of daily operations (volume, unfilleds, escalations) • Ensure teams are set up to succeed during peak periods and high demand • Balance short-term execution needs with long-term improvements • Make timely, confident decisions in a fast-paced environment

• Own positioning and messaging for each distinct settlement audience: enterprise title companies, independent closing professionals, and the emerging D2C consumer segment. • Build a competitive intelligence function with a defined cadence, structured outputs, and regular stakeholder distribution. Product and leadership should rely on it. • Define distinct value propositions per audience. An enterprise title VP is moved by different things than an independent notary. • Partner with Product on roadmap prioritization, feeding market and buyer intelligence as a primary input. • Translate positioning into segment-specific campaign strategy (channel mix, audience sequencing, test hypotheses) and work with the Revenue Marketing Specialist on execution. • Own the test-and-learn roadmap: define what hypotheses are running, what the learning goals are, and how results shape approach. • Own the settlement marketing calendar, budget allocation, and pipeline contribution targets. • Build the D2C acquisition strategy, from defining what problem Snapdocs solves for target consumers to how that story connects to the institutional narrative. • Own the editorial agenda across all settlement audiences: what topics Snapdocs should be known for in title and escrow, and how the brand shows up as it enters the consumer space. • Be the editorial judgment layer for settlement content. AI generates volume; this PMM decides what's worth publishing and whether it's genuinely differentiated. • Identify and activate internal subject matter experts as thought leadership voices. • Work closely with the Settlement Revenue Marketing Specialist on channel priorities, signal interpretation, and a weekly read on what the data means. • Partner with the Systems Director on test infrastructure, measurement design, and the data architecture needed to track a multi-audience funnel cleanly. • Partner with Sales on pipeline stage messaging, competitive objection handling, and enablement materials.

• Lead the 0-to-1 development of a new product connecting lenders and settlement agents: from problem definition through MVP to revenue-generating scale • Own and evolve Snapdocs' integration strategy across lender, settlement, and secondary market technology partners • Identify and recruit early customer partners to co-build with; travel occasionally to be on-site during early iteration • Drive strategy, roadmap, pricing, and go-to-market for your product area in close partnership with Sales, Customer Success, and Marketing • Partner with Engineering and Data Science to build products that are technically sound and commercially viable • Bring an AI-native approach to every part of the work, from discovery and spec-writing to building alongside engineering teams

• Own ABM strategy and account intelligence • Manage a named account program across target lenders, with deeper ownership of top-tier accounts • Define account tiering, engagement strategy, and trigger-based orchestration • Interpret behavioral signals and sales feedback to adjust targeting and approach • Participate in sales reviews as an active partner, not just a marketing stakeholder • Own channel strategy and investment • Define and prioritize channels across paid, email, content syndication, and events • Allocate budget and make clear, defensible investment decisions • Orchestrate account-level engagement based on intent signals and pipeline stage • Continuously adjust based on performance and emerging signal patterns • Turn data into decisions • Analyze funnel and account-level performance across channels • Interpret results through the lens of buyer behavior—not just campaign metrics • Design and evaluate experiments across messaging, conversion points, and engagement strategies • Maintain a structured experiment roadmap so insights compound over time • Deliver clear, actionable recommendations—not just reporting • Partner with Sales on pipeline quality • Share insights on account engagement, conversion signals, and deal progression • Participate in pipeline and account reviews as an intelligence partner • Help define what constitutes a meaningful “meeting-ready” signal • Align marketing efforts to pipeline quality and progression—not just activity • Ensure quality in AI-driven execution • Review AI-generated campaigns, outreach, and assets for accuracy and account relevance • Define what can be automated vs. what requires human oversight • Improve how AI is applied across the marketing motion in partnership with systems and ops

• Own multi-channel growth strategy • Define and prioritize channels across both B2B and emerging D2C motions (e.g., LinkedIn, events, email, search, paid social, referrals) • Allocate budget and make clear, defensible channel bets • Balance fundamentally different audiences without losing strategic coherence • Build and test the D2C motion • Design and run early-stage experiments to define what scalable consumer acquisition looks like • Identify viable channels, messaging, and CAC targets • Turn ambiguity into structured learning and direction • Turn data into decisions • Analyze funnel performance across segments and channels • Interpret results through the lens of buyer behavior—not just campaign performance • Maintain an experiment roadmap so insights compound over time • Deliver clear, actionable recommendations—not just reporting • Partner with Sales on pipeline quality • Share insights on lead quality, conversion patterns, and objections • Participate in sales reviews as a strategic partner • Align marketing efforts to pipeline outcomes, not just top-of-funnel metrics • Ensure quality in AI-driven execution • Review AI-generated campaigns, outreach, and assets for accuracy and audience fit • Define what can be automated vs. what requires human oversight • Partner with marketing operations to improve automation and governance

• Monitor and manage incoming signing orders; review details and special instructions for accuracy and completeness. • Keep order records up to date as changes occur throughout the signing lifecycle. • Apply independent judgment to anticipate potential issues and ensure orders progress smoothly at every stage. • Oversee automated notary assignment and take manual action on hard-to-fill orders, including direct outreach and incentive adjustments when appropriate. • Collaborate with customers to identify flexibility and meet performance targets for assignment speed and fulfillment. • Respond promptly to inbound communications from customers and notaries, providing clear and professional updates. • Escalate urgent matters appropriately and coordinate resolution efforts with internal Support and cross-functional teams. • Make outbound calls to resolve time-sensitive issues quickly and effectively. • Proactively identify risks and intervene to prevent delays or disruptions to the signing experience. • Deliver a positive customer experience even in high-pressure situations.