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 Role

You’ll own revenue marketing for our lender segment, operating a highly targeted enterprise ABM motion across a defined set of accounts.

You’ll focus on interpreting account-level signals, making channel investment decisions, and turning data into clear recommendations that shape go-to-market strategy.

You’ll partner closely with Product Marketing and Sales, while leveraging a centralized marketing systems and automation stack.

What You’ll Do

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

How You’ll Work

• Partner closely with Product Marketing (Lender) to align on strategy, positioning, and priorities

• Leverage a centralized marketing systems team that owns tooling, automation, and reporting infrastructure

• Collaborate tightly with Sales, participating in weekly pipeline and account reviews

• Operate with a high degree of autonomy, using data and judgment to inform direction

What We’re Looking For

• Required
  4–7 years in demand generation, ABM, or revenue marketing

• Experience managing named-account or enterprise ABM programs

• Track record of improving pipeline quality and conversion—not just lead volume

• Strong analytical skills with the ability to translate data into decisions

• Hands-on experience with HubSpot (reporting, workflows, funnel analysis)

• Experience partnering closely with Sales in pipeline or account reviews

• Clear communicator who can influence cross-functional partners

  Nice to Have

• Experience with ABM platforms (6sense, Demandbase, Terminus, etc.)

• Background in enterprise SaaS, fintech, or regulated industries

• Familiarity with long, multi-stakeholder sales cycles

• Experience designing personalized outreach at scale

• AI-native working style across research, experimentation, and reporting

AI at Snapdocs

AI is a core part of how we operate. In this role, you’ll use AI to:

• Accelerate account research and signal synthesis

• Generate and refine personalized outreach and campaign direction

• Support experiment design and performance analysis

• You’ll also play a key role in ensuring quality and appropriate use of AI in customer-facing marketing, acting as a judgment layer on top of automated systems.

Compensation & Benefits:

We believe in being upfront about pay. The base salary range for this role is determined by your work location and falls into one of our geographic compensation zones:

• Zone 1 (SF Bay Area, Seattle Metro, NYC): $165,000 - $183,000

• Zone 2 (All other U.S. locations): $145,000 – $160,000

Where you land within the range depends on your experience, skills, and how you’ll make an impact in the role. In addition to base salary, this position includes meaningful equity and a comprehensive benefits package.

Why Snapdocs

We’re here to transform one of the most critical and complex industries in the world. That requires a team that is curious, driven, thoughtful, and practical. We value:

• Product discipline and clear reasoning

• Deep ownership of outcomes (not just tasks)

• Straightforward, 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.

California residents applying for positions at Snapdocs are subject to our candidate privacy policy. (www.snapdocs.com/california-candidate-privacy)