10/20/2026
REMOTE JOB OPPORTUNITY: Customer Success Manager, Settlement & Notary
Company: Snapdocs
Work Environment: Fully Remote (U.S.)
Job Type: Full-Time
Department: Settlement & Notary
Salary: $107,000–$145,000 per year
Estimated Total Compensation (OTE): $139,100–$188,500 per year
Experience Level: Experienced Professional
Position Overview
Snapdocs is seeking a Customer Success Manager to manage customer relationships, improve product adoption, and drive customer retention and revenue growth. This role focuses on helping customers modernize notarization workflows using technology, automation, and remote online notarization solutions.
The successful candidate will manage strategic customer accounts, demonstrate measurable business value, lead renewals and expansion opportunities, and collaborate with internal teams to resolve customer issues and improve service delivery.
Key Responsibilities
Manage customer relationships, account health, retention, and growth.
Develop account strategies and customer success plans.
Measure customer outcomes, including cost savings, efficiency, product utilization, and service quality.
Lead customer training, product adoption, workflow improvements, and change management.
Conduct business reviews and communicate with executive stakeholders.
Manage contract renewals, upselling, expansion opportunities, and commercial negotiations.
Coordinate with internal teams to resolve escalations and maintain customer commitments.
Use approved AI tools to improve account research, customer preparation, communication, and follow-through while protecting customer data.
Required Qualifications
At least five years of experience in customer success, account management, strategic account management, or a related customer-facing role in software or technology-enabled services.
Experience managing mid-market or enterprise customer relationships.
Demonstrated success with renewals, upselling, account expansion, negotiations, and revenue forecasting.
Experience driving product adoption and measurable customer value.
Strong analytical, communication, project management, and relationship-building skills.
Ability to manage multiple priorities, coordinate cross-functional teams, and resolve customer escalations.
Ability to learn complex products and explain technical and operational concepts clearly.
AI fluency, including experience using approved AI tools in repeatable workflows.
Preferred Qualifications
Experience in both new-business sales and post-sale account management.
Background in fintech, mortgage technology, real estate, legal services, financial services, or another regulated industry.
Experience with marketplace, network-based, or transaction-driven business models.
Experience helping customers transition from manual processes to technology-enabled services.
Familiarity with Salesforce or similar customer relationship management platforms.
Benefits
Medical, dental, and vision insurance.
401(k) with up to 4% company match.
16 weeks of paid parental leave.
Paid vacation, sick days, company holidays, and seasonal breaks.
Healthcare and dependent care flexible spending accounts.
Health Savings Account employer contributions.
$15,000 lifetime family-building benefit.
Life and disability insurance.
$1,500 annual lifestyle stipend.
Equity and variable compensation eligibility.
Who Should Apply?
This opportunity is suited to experienced customer success and account management professionals who can build executive relationships, demonstrate business value, manage commercial outcomes, and help customers adopt technology-driven solutions.
Apply Here: https://jobs.ashbyhq.com/snapdocs/19a1f8e8-c5a9-42c2-85c6-f2b50f518aed
Compensation and benefits are subject to the employer's terms and eligibility requirements. Review the official job posting for complete details and application instructions.
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