Implementation Consultant, Polly
PPE Configuration Specialist
In-office on Tues./Wed./Thurs
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
In-office on Tues./Wed./Thurs
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
- 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 configured a mortgage Product & Pricing Engine (e.g., Polly, Optimal Blue, Lender Price, or EPPS)
- Has interpreted and entered rate sheets or pricing rules into a PPE platform
- Knowledge of lock desk operations, margin strategies, and rate sheet structures
- Experience creating logic-driven rule sets to determine product eligibility and pricing
- Familiarity with conditional statements, if/then logic, formulas
- Preferred: Has gathered pricing requirements directly from lenders or secondary teams to inform configuration scope
- Preferred: Project management skills to support structured approach to configurations in technology implementation
- Preferred: Prior experience mentoring or coaching other implementation consultants
What the job involves
- 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
- Own complex customer implementations from kickoff through go-live, leading delivery and execution across all stages of the onboarding lifecycle
- Serve as a trusted advisor to customers, guiding them through platform capabilities, best practices, and strategic configurations aligned with their business needs
- Independently manage multiple high-impact customer projects with competing timelines and stakeholders
- Lead customer discovery sessions, synthesize findings, and design implementation plans tailored to each customer’s workflows and goals
- Partner cross-functionally with Sales, Product, Engineering, and Customer Success to ensure a seamless customer onboarding experience
- 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
- Mentor and support junior team members during onboarding and delivery efforts
Application 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 [5]- 30 to 45 minute Peer, Cross Functional Team Members, and Executive Rounds
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
12% employee growth in 12 months
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
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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