Account Executive – Settlement & Notary

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the entire sales process — from initial contact to finalized agreement. This includes managing inbound leads (sales cycles can conclude in a month or less), creating your own outbound pipeline, and ensuring that what you sell is delivered as promised.

• Develop an outbound pipeline in non-mortgage sectors: financial services, legal services, estate planning, automotive, and other markets as they evolve.

• Identify target accounts in sectors where Snapdocs currently has no presence and initiate contact — employing cold outreach, sequences, phone calls, or any necessary method.

• Efficiently work and convert inbound leads — these cycles can wrap up in under a month or extend up to 3-6 months.

• Conduct discovery and qualification meticulously: comprehend the buyer’s challenges, map their processes, and establish mutual value before presenting your pitch.

• Manage sales opportunities through to closure, including clear scoping discussions so that implementation and customer success teams are well-informed.

• Collaborate with the Solutions Consultant for technical assessments on larger deals.

• Hold and be accountable for a revenue quota — not merely a bookings figure.

• Ensure pipeline integrity in Salesforce; keep Gong updated.

• Collaborate closely with Legal on contracts for new vertical accounts, Marketing on the quality of inbound leads, and Customer Success on post-sale transitions.

⛳️ Requirements

• A minimum of 5 years of full-cycle Account Executive experience in SaaS or a tech-enabled service business — we offer both software and a signing service, which differs from traditional software sales.

• Demonstrated outbound capabilities — cold calling, sequencing, vertical prospecting, and building a pipeline from the ground up. You know how to identify prospects who may not yet realize they need your services.

• Exceptional discovery skills: you ask insightful questions, actively listen, and can link a prospect's statements to their actual needs.

• Comfortable handling deals within the $30K–$250K ARR range — swift processing for smaller deals and a more careful approach for larger ones.

• Sufficient technical curiosity to understand the products being sold: remote online notarization, mobile notary scheduling, and eSign. While you don’t need to know the software's engineering, you should care about how it operates.

• A team player. Currently, there are three individuals in this group. Cultural fit is vital, not merely a preference.

• Proficiency in AI is a must-have standard at Snapdocs across all roles. For this position, it entails utilizing AI to create and execute outbound workflows — conducting research on target companies, generating multi-touch outreach sequences, refining messaging for new sectors, and pinpointing decision-makers in industries we have yet to penetrate.

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance.

• 401(k) plan with up to a 4% company match.

• 16 weeks of fully paid parental leave.

• Flexible Paid Vacation Time Off plus 10 Sick Days for exempt positions.

• Generous accrued Paid Vacation Time Off along with 10 sick days for non-exempt roles.

• Summer & Winter breaks (approximately one week each) plus 9 paid holidays each year.

• Healthcare and Dependent Care Flexible Spending Accounts (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 promote your well-being.