Polly

Compensation

Full Description

Description: • 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 Requirements: • 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 experience leading or supporting multiple concurrent SaaS implementations • Has worked in a client-facing role within mortgage tech or financial services • Has configured at least one part of a SaaS product (e.g., rules engine, user roles, integrations, or workflows) • Has led customers through process design or re-engineering as part of technical transformation projects; familiar with change management concepts • Understands the loan origination workflow and familiar with loan programs, products and investors • Preferred: Project Management and Change Management skills • Preferred: Has successfully ramped on a new system or domain within 30–60 days • Preferred: Prior experience mentoring or coaching other implementation consultants 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 Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco.