Senior Executive Assistant / Executive Operations Partner

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

Supporting 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 Do

Strategic 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 For

Must-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 Measured

• Executives 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

Compensation

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 (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)