Note: The job is a remote job and is open to candidates in USA. Snapdocs is transforming the U.S. mortgage market with innovative workflow software and AI-driven automation. The Account Executive for Settlement & Notary will run the full sales cycle, focusing on generating outbound leads and managing inbound opportunities to drive customer acquisition in the notary management space.
Responsibilities
- 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
Skills
- 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 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
- 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
Benefits
- Meaningful equity
- 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 Overview