Implementation Consultant, Polly

API Integration Consultant

Salary not provided

Postman

JIRA

Confluence

Google Workspace

Senior and Expert level

San Francisco Bay Area

Remote from US

More information about location

End-to-end capital markets ecosystem platform

Be an early applicant

End-to-end capital markets ecosystem platform

101-200 employees

FintechB2BEnterpriseBig dataLending

Be an early applicant

Salary not provided

Postman

JIRA

Confluence

Google Workspace

Senior and Expert level

San Francisco Bay Area

Remote from US

More information about location

101-200 employees

FintechB2BEnterpriseBig dataLending

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.

Job

Company

Role

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
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 used API tools (e.g., Postman, Swagger) to test, debug, or validate requests/responses
Has worked on SaaS implementations that required API integrations (internal or customer-facing)
Has collaborated with customer dev teams to troubleshoot integration issues
Preferred: Has documented API workflows or contributed to integration guides/runbooks
Preferred: Understanding of loan origination workflows and familiarity with mortgage data
Preferred: Prior experience mentoring or coaching other implementation consultants

What the job involves

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

Top investors

12% employee growth in 12 months

Glassdoor (4.2)

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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