Account Executive, Settlement & Notary

Snapdocs•San Francisco, CA

2d•Remote

About The Position

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. There are more than a billion notarizations performed in the United States every year. The processes and technology to schedule these signings, find notaries, and manage exceptions have long been a patchwork of phone calls, emails, and manual workflows. Snapdocs is leading the charge to automate, digitize, and change that. Notary Connect is Snapdocs' scheduling and notary management platform, connecting title companies, signing services, lenders, and other businesses with a national network of notaries. We're now in the middle of a significant expansion: bringing Notary Connect to new verticals, supporting fully digital notarizations, and rapidly scaling go-to-market efforts to drive new customer acquisition across a large, underserved market. The team is small and the territory is wide open. With an addressable market of ~ $3 Billion, established product-market fit, real inbound, and a massive market that's barely been touched. This opportunity is one that doesn’t come around often. Snapdocs is backed by Sequoia, Y Combinator, and F-Prime, while sitting at the center of an industry in motion.

Requirements

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
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. Come ready to walk through a workflow.

Nice To Haves

Experience at a notarization tech company (Notarize, Proof, or similar) — 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

Responsibilities

Run the full sales cycle — from first touch to signed contract.
Work 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.
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.