About this role
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 RoleSupporting leaders across our GTM function, you’ll operate at the intersection of revenue, customers, regulators, partners, and internal teams. Their calendars are dense, priorities shift quickly, and time is one of the most constrained resources in the company.
Your role is to protect, optimize, and strategically deploy that time, while acting as a force multiplier across logistics, workflows, and decision-making. You’ll operate with high autonomy, anticipate needs before they’re stated, and design systems that reduce friction for both executives and the broader Senior Leadership Team (‘SLT’). This is a demanding role, but you’ll be closely partnered with experienced leaders and the Executive Support Manager, with strong context, trust and space to operate independently, with the expectation to lead within your lane. If you wait for instructions, this role will feel overwhelming. If you anticipate problems, make judgment calls, and operate as a true partner, you’ll thrive.
What You’ll DoStrategic Calendar & Time Management
Own and actively manage complex, high-volume executive calendars with overlapping priorities
Make daily judgment-based tradeoffs: what moves, what doesn’t, and what should never have been scheduled
Anticipate crunch points (travel, board meetings, conferences, deal cycles, regulatory moments) and proactively rebalance time
Prepare executives for meetings with clear context, materials, stakeholders, and desired outcomes
Act as a gatekeeper — confidently say “no” on behalf of leaders when needed, and know when to escalate vs. decide independently
Complex Travel & Logistics
Coordinate frequent domestic travel end-to-end, including contingencies and real-time adjustments
Build realistic schedules that strategically sequence meetings and events, account for preparation, fatigue, and recovery, and ensure the right stakeholders are engaged at the right time — not just availability
Shield leaders from disruption when plans change by owning the details
Event Planning
Own end-to-end planning and execution for team offsites and partner in select company-wide events, including budgets, timelines, vendors and onsite logistics
Partner cross-functionally with leaders, their teams, and internal stakeholders to ensure events and agenda are well-sequenced, aligned to priorities, and run smoothly
Capture learnings to continuously improve how offsites and events are executed
Operational Ownership
Fully own expenses, reimbursements, invoices, and administrative workflows without reminders
Handle document prep, slide updates, meeting notes, and follow-ups with clarity and efficiency
Track action items from key meetings and proactively drive follow-through so work doesn’t stall
Executive Partner & Systems Builder
Act as a trusted thought partner on prioritization, workflow, and operating rhythm
Partner closely with the Executive Support Manager to help design and evolve systems that improve SLT effectiveness
Identify patterns, risks, and inefficiencies across calendars, meetings, and workflows
Exercise sound judgment and discretion when handling sensitive business, revenue, and regulatory information
What We’re Looking ForMust-Haves
6+ years supporting senior leaders (VP+), ideally in fast-paced SaaS, fintech, or regulated environments
Proven ability to support multiple executives simultaneously in high-stakes, ambiguous settings
Exceptional calendar strategy skills: prioritization, time optimization, and judgment (not just scheduling)
Clear, confident and proactive written and verbal communicator who can influence without authority and represent leaders well
Strong judgment, business acumen and comfort making decisions with incomplete information
Ability to operate at both strategic and tactical levels
Strong systems and process mindset, experience in building repeatable workflows, cadences, and meeting hygiene
Experience owning team offsites and executive events from end-to-end
Nice-to-Haves
Experience supporting revenue, go-to-market, or regulatory leaders
Familiarity with Google Workspace, Slack, Ramp, and Zoom
Experience supporting executives who travel frequently and operate across different time zones
How You’ll Be MeasuredExecutives feel less reactive and more focused
Calendars reflect true priorities and business cadence
Travel, logistics, and admin “just work” with minimal executive involvement
Leaders trust you to represent them, make calls, and keep work moving forward
The SLT operates with greater clarity, efficiency, and rhythm as a result of your systems
CompensationWe 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 (San Francisco Bay Area, Seattle Metro, New York City): $120,000 – $150,000
Zone 2 (All other U.S. locations): $105,000 – $131,000
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 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)