Customer Success Manager, Settlement & Notary

The posting, as Snapdocs wrote it

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.

THE OPPORTUNITY

More than one billion notarizations take place in the United States each year, supporting consequential transactions across real estate, financial services, legal services, automotive, wealth management, and other regulated industries. Yet much of the work required to schedule signings, find qualified notaries, manage documents, communicate with participants, and resolve exceptions still happens through phone calls, email, and disconnected systems.

Snapdocs provides trusted infrastructure for high-stakes transactions—transactions where the parties may not know or trust one another, mistakes carry real consequences, and the resulting records must withstand legal, regulatory, investor, and customer scrutiny. We earned our credibility by modernizing residential mortgage closings at scale, and became the market leader. Now, we’re taking on the broader notarization market, with a vision to make Snapdocs the trusted platform for every high-stakes notarization—across industries, wherever and however it happens.

Customer Success is central to realizing this opportunity. This role will help customers redesign operational workflows, adopt new in-person and remote notarization capabilities, and demonstrate measurable business value. The Customer Success Manager will also translate customer needs and early market learnings into product, operational, and go-to-market decisions as Snapdocs expands into new industries and use cases.

WHAT YOU'LL DO

• Own the customer relationship and commercial outcome. Serve as the accountable post-sale owner for a portfolio of Notary Connect and Snapdocs RON customers, with responsibility for customer health, value realization, retention, growth, and relationship continuity.
• Develop the account strategy. Build a deep understanding of each customer’s business, operating model, notarization workflows, stakeholders, goals, and growth plans. Maintain account success plans in Salesforce that document customer objectives, stakeholder coverage, milestones, adoption gaps, risks, renewal strategy, expansion opportunities, and forecasts.
• Drive measurable value realization. Establish customer baselines, target outcomes, and success m

[…]
traightforward, honest communication

• Empathy for the people who use our software

This is a place for people who want to solve hard, meaningful problems with real economic impact — not just ship features.

JOIN US

We’re expanding our product suite and the network it connects. To do that, we need people who are excited by complexity, energized by scale, and motivated to make a tangible dent in how the mortgage ecosystem works. If you’re hungry to learn, build, and lead — you’ll do the best work of your career here.

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

Please note: Part-time employees are not eligible for benefits at this time

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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