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Full-Time

Customer Success Manager

Confirmed live in the last 24 hours

Snapdocs

Snapdocs

201-500 employees

Digital platform for mortgage closings

Enterprise Software
Financial Services
Real Estate

Compensation Overview

$104.1k - $161kAnnually

Senior, Expert

Remote in USA

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Requirements
  • 5+ years in customer-facing roles, with a steady progression toward owning the relationship with large accounts
  • 2+ of those working with mid-market or larger customers/accounts - understands how larger organizations operate
Responsibilities
  • Serving as a primary point of contact for customers, managing both formal engagements (recurring weekly ‘syncs’, QBRs, etc.) and informal contacts
  • Demonstrated ability to manage a high volume of customer deliverables, such as strategic growth plans, support requests, contracts, data & metrics analysis, project plans, or similar
  • Ability to drive the client contract renewal & growth process, including strategizing and delivering the ‘first offer’, negotiating gives/takes, and influencing key stakeholders to get to ‘yes’
  • Project Management - Must excel at managing multiple projects at once, maintaining and executing against action items, communicating status, and executing deliverables on time

Snapdocs provides a digital platform for managing and completing mortgage closings online, targeting lenders and title companies in the real estate sector. The platform simplifies the traditionally complex and paper-heavy closing process, making it faster and more secure. By integrating with existing systems, particularly those of lenders using Ellie Mae, Snapdocs allows for seamless digital closings. Operating on a Software as a Service (SaaS) model, clients pay subscription fees based on service levels and transaction volumes. Snapdocs aims to meet the growing demand for efficient and user-friendly digital solutions in real estate transactions.

Company Stage

Series D

Total Funding

$254.6M

Headquarters

Covina, California

Founded

2012

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

-6%

2 year growth

-36%
Simplify Jobs

Simplify's Take

What believers are saying

  • Snapdocs' partnerships with industry leaders like SitusAMC and American Financial Network highlight its growing influence and potential for market expansion.
  • Research shows that lenders using Snapdocs' platform close loans 18 days faster than industry peers, demonstrating significant efficiency gains.
  • The company's focus on eNote adoption and digital transformation positions it well for future growth as the real estate sector continues to digitize.

What critics are saying

  • The competitive landscape in digital real estate transactions is intense, requiring Snapdocs to continuously innovate to maintain its edge.
  • Dependence on partnerships and integrations, such as with Ellie Mae and SitusAMC, could pose risks if these relationships falter.

What makes Snapdocs unique

  • Snapdocs specializes in digital mortgage closings, offering a streamlined, paperless process that significantly reduces the time from loan application to closing, unlike traditional methods.
  • The company's strong integration capabilities, particularly with Ellie Mae and SitusAMC, provide seamless digital closing experiences for lenders and title companies.
  • Snapdocs' SaaS model ensures continuous revenue through subscription fees, allowing for ongoing platform enhancements and superior customer support.