Chief of Staff, Polly
3-5 days a week in office
End-to-end capital markets ecosystem platform
Be an early applicant
End-to-end capital markets ecosystem platform
101-200 employees
Be an early applicant
3-5 days a week in office
101-200 employees
Company mission
To help capital markets and secondary teams operate faster, smarter, and more profitably with best-in-class technology configured for each customers' unique workflows and needs.
Role
Who you are
- You have 8+ years of experience in a leadership or strategic role, such as Chief of Staff, management consulting, program management, or senior operations and are looking for your next challenge in a hyper-growth, fast-paced, industry disrupting, SaaS company
- You are excited to work with emerging technologies and modern tech stack with a collaborative team, where you will have a direct impact on Polly’s roadmap
- Proven track record of managing complex projects, driving cross-functional alignment, and leveraging data for decision-making
- Experience in a fast-paced, high-growth environment, preferably within the SaaS or technology industry
- Experience working with technical product and engineering teams
- Strategic thinker who can also dive into operational details when necessary
- Highly adaptable and able to navigate ambiguity with confidence
- Results-driven, proactive, and committed to fostering accountability
- Collaborative leader with a strong focus on building relationships and driving alignment
What the job involves
- Company-wide Planning & Prioritization: Partner with the CEO and broader executive team to define, prioritize, and communicate strategic objectives across the organization
- Lead quarterly planning process across teams
- Translate high-level goals into actionable plans, ensuring alignment with company objectives
- Monitor progress on strategic initiatives, proactively identifying risks, dependencies, and opportunities for improvement
- Responsible for ensuring deliverables are executed on time and with high degree of quality; work with the CEO on reporting across overall company deliverables
- Strategic Project Management: Oversee high impact cross-functional projects, ensuring clear objectives, timelines, and deliverables
- Develop and implement systems to track project progress, facilitate collaboration, and resolve roadblocks
- Maintain a pulse on organizational capacity and resource allocation to ensure effective execution
- Reporting & Analytics: Establish and manage reporting mechanisms to track progress on strategic initiatives and key performance metrics
- Prepare dashboards, reports, and executive-level summaries to provide clear insights into organizational performance
- Use data-driven insights to identify trends, recommend actions, and track the impact of initiatives over time
- Analyze ROI and impact of new initiatives and products going to market
- Driving Accountability: Establish frameworks to measure progress against goals and foster a culture of accountability across teams.Facilitate regular updates to leadership, providing insights into progress, challenges, and recommended actions
- Conduct follow-ups to ensure commitments are met and identify areas for improvement
- Executive Support: Act as a trusted advisor and thought partner to the executive team, providing insights and recommendations on key decisions
- Represent the CEO in meetings, preparing agendas, capturing action items, and ensuring alignment on outcomes
- Operational Efficiency: Evaluate and refine internal processes to improve organizational efficiency and effectiveness
- Facilitate alignment between leadership and functional teams, ensuring seamless execution of company priorities
- Lead initiatives to optimize decision-making and information-sharing across teams
Our take
Many of the processes in the mortgage industry have remained unchanged for decades, and huge amounts of money are spent on tasks that have the potential to be automated. This is the gap that Polly fills, with its SaaS solution for mortgage lenders, that can automate mortgage loan pricing and sales, as well as offering data-driven analytical insights.
In an industry worth trillions of dollars, Polly has found its place in providing flexible and innovative time-saving solutions for repeatable mortgage capital market tasks. With product and pricing, loan trading, and analytics capabilities, the company offers its clients comprehensive control to modernize their workflows and has enjoyed rapid growth and an increasing customer count.
Funding raised by Polly is cited to go towards accelerating innovation - including by investing in AI and ML capabilities - as well as growing its ecosytem of partners, hiring talent, and delivering even better products for its customers.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 3 rounds)
Sep 2024
$25m
GROWTH EQUITY VC
Jan 2022
$37m
SERIES B
Total funding: $77m
Company benefits
- Competitive salaries
- 100% paid medical/vision/dental/disability/life insurance
- Unlimited PTO
- Remote environment
Company HQ
Financial District, San Francisco, CA
Articles
Leadership
Adam Carmel
(CEO)They worked as the VP of Provident Funding Associates for over 6 years before founding Ethos Lending in April 2019. After over 5 years, they left this CEO position to found Polly in April 2019.
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