Who you are:
You’re an experienced Implementation Consultant with 5+ years of software implementation and consulting experience, including owning complex projects and guiding customers through multi-stakeholder rollouts. You thrive in fast-paced, high-growth environments and are excited by the opportunity to shape how customers adopt and scale modern, cloud-based SaaS solutions. You're a strong cross-functional partner and a trusted advisor to clients.
Does this sound like you? If so, keep reading and apply today!
What You’ll Do:
Act as a subject matter expert (SME) on our Product & Pricing Engine, providing advanced configuration and LOS mapping guidance on complex use cases
Serve as an escalation point for Implementation Consultants and implementing customers, resolving technical and workflow challenges
Lead discovery and solution design sessions on pricing and loan data, mapping and translations, and data workflows
Collaborate with Product and Engineering to surface customer needs and influence roadmap priorities
Develop and maintain advanced playbooks, guides, and configuration standards for team-wide use
Mentor teammates and support training to strengthen collective expertise
Identify systemic risks or gaps in implementations and drive scalable solution
Serve as a trusted advisor to customers, guiding them through platform capabilities, best practices, and strategic configurations aligned with their business needs
Identify and resolve roadblocks quickly, using data and insights to communicate risks, surface tradeoffs, and mitigate issues
Create and maintain implementation assets (templates, documentation, best practice guides) that support scalability
What You Have:
5+ years of experience leading software implementations and managing enterprise or high-complexity customers
Expertise with project management tools and systems (e.g., Google Workspace, Jira, Confluence, project tracking software)
Experience with mortgage software/system implementations
Comfort with technical systems and configuration- willing and able to quickly learn new tools and products
A passion for customer success, problem solving, and proactive risk mitigation
Excellent communication skills across technical and non-technical audiences
Ability to influence stakeholders and guide customers through change
Has admin-level experience in Encompass or similar LOS (e.g., field configuration, input forms, business rules, custom objects)
Has mapped data between an LOS and at least one third-party system (e.g., PPE, POS, CRM)
Understanding of data fields required for pricing
Familiar with troubleshooting data discrepancies
Has resolved field-level mismatches or validation errors in a production implementation
Preferred: Project management skills to support structured approach to data mapping efforts in implementation
Preferred: Prior experience mentoring or coaching other implementation consultants
Why Join Polly?
High Bar of Talent: Polly consistently performs in the top quartile of start-up companies, and we consider the people of Polly the engine helping us achieve success. Many candidates choose Polly because of the collaborative, smart, and fun people that work here. We strive to hire the best to continue to raise that bar, and <5% of those that enter the interview process are presented with an offer.
Disruptive Mission: Mortgage capital markets is historically an under-innovated space; Polly is committed to changing that. Our purpose-built platform has reimagined and reinvented the way that our lender customers operate. We are seeking passionate and driven builders who are not interested in accepting the status quo.
Individual Impact & Growth: Every day, the Polly team doesn’t just work—they contribute to our overarching mission. Individual impact is highly visible and everyone’s voice matters. You will have exposure to every level of leadership, cross-functional teams, and impactful projects, giving you a unique opportunity to build and hone your skills.
Employee Benefits:
Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions.
Comprehensive Health Coverage: Employees enjoy 100% company-paid medical, vision, dental, disability, and life insurance, granting peace of mind.
Flexible Vacation, Done Right: Take time off to recharge when you need it with Polly’s flexible, non-accrued vacation policy—because we trust you to balance work and life.
Hybrid Workplace with Innovation at the Core: Here at Polly, we believe in blending flexibility with in-person collaboration. With a hybrid model, our employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco, driving forward-thinking solutions and fostering teamwork.
Interview Process:
Recruiting Screen - 30 minute 1:1 with a Polly Talent Team Member
Initial Team Round - 30 minute 1:1 with Polly’s Director, Professional Services
Assessment - Take Home Assessment + Assessment Presentation
Post Assessment Rounds [2]- 30 to 45 minute Peer, Cross Functional Team Members, and/or Executive Rounds
Let's get to know each other.
Polly has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable product, pricing, and eligibility (PPE) engine and first-of-its-kind Polly/™ AI platform, empower the nation's top banks, credit unions, and mortgage lenders to increase profitability, automate workflows, and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer, Polly is committed to driving meaningful value and ROI through best-in-class innovation that enables unlimited configurability, flexibility, granularity, and scalability. Polly was founded by a seasoned team of mortgage capital markets and technology experts and is headquartered in San Francisco, California. Recognized as a pioneer in mortgage capital markets, as well as in culture and career development, Polly was named to Forbes' America's Best Startup Employers in 2025. This evaluation was based on three key criteria: Employer Reputation, Employee Satisfaction, and Company Growth.
To learn more, follow Polly on LinkedIn or visit www.polly.io. Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, national origin, religion, sex, gender identity, sexual orientation, marital status, pregnancy status, disability status, veteran status, or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Beware of recruitment scams impersonating the Polly brand or our employees. Our team communicates only through official Polly channels, and we will never ask for sensitive information over text or conduct text-only interviews. If you are ever suspicious or in doubt, reach out to us directly at [email protected]. We care deeply about this network and your experience.
