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

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.

Account Executive – Settlement & Notary

Key skills