Snapdocs · 1 day ago
Senior Executive Assistant / Executive Operations Partner
Snapdocs is transforming the U.S. mortgage market with innovative workflow software and AI-driven automation. The role involves supporting senior leaders by managing their calendars, coordinating travel, planning events, and optimizing workflows to enhance operational efficiency.
FinTechMortgagePropTechReal EstateResidentialSoftware
Responsibilities
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
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
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
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
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
Qualification
Required
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
Preferred
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
Benefits
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
Company
Snapdocs
Snapdocs is the mortgage industry’s leading digital closing technology provider, automating the interactions between lenders & settlement.
Funding
Current Stage
Late StageTotal Funding
$253MKey Investors
Tiger Global ManagementY Combinator Continuity FundF-Prime
2021-05-25Series D· $150M
2020-10-12Series C· $60M
2019-11-07Series B· $25M
Recent News
2026-01-15
SV Angel
2025-12-01
2025-09-27
Company data provided by crunchbase