The Role
Responsible for managing strategic accounts, identifying revenue opportunities, providing product demos, and developing customer contracts. Requires strong relationship-building and negotiation skills.
Summary Generated by Built In
Who You Are:
Winning is what you do and you have a track record of closing complex enterprise software deals to prove it. Your 5+ years of experience identifying, engaging and presenting SaaS solutions to key decision makers has prepared you to take your sales career to the next level.
You cultivate relationships with high value prospects, develop a deep understanding of prospects business needs and goals. Forecasting, progressing and converting qualified opportunities into closed revenue comes natural to you. Joining a hyper-growth, startup where you will have the opportunity to make a direct impact and be part of continued growth is just what you are looking for.
Does this sound like you? If so, keep reading and let’s start the conversation!
What You’ll Do:
- Manage a strategic set of accounts to identify, engage and nurture relationships with key stakeholders and decision makers
- Identify revenue generating opportunities and manage all stages of the sales cycle beginning with pipeline generation through customer contract signature
- Be a consultative trusted advisor for the customer by building in depth relationships and understanding their business goals and objectives
- Build and deliver product presentations & demos
- Forecast and manage your entire pipeline using CRM tools to support quota attainment
- Develop and negotiate customer contracts
- Partner with business development, product, and engineering to provide product feedback and prioritize product enhancements
What You Have:
- 5+ years of experience selling enterprise SaaS, fintech or mortgage industry experience a plus
- Highly motivated, resilient and a tenacious passion for winning
- Demonstrated ability to build a book of business and track record of consistent quota overachievement
- Ability to provide thorough daily/weekly/monthly forecasting metrics and communicate them in a succinct manner
- An understanding (or strong desire to learn) the mortgage capital markets industry and ability to become a Polly product knowledge expert
- Excellent written and verbal communication, presentation, networking and negotiating skills
- Ability to win support of key stakeholders
- Ability to perform well in a fast paced, rapidly changing environment
- Strong ability to articulate contractual, technical, and financial value points to clients
- Self-starter with an entrepreneurial spirit
- Ability to travel when necessary
Extras You Have:
- Established network of relationships with banks, credit unions and mortgage lenders
- Start-Up experience
- Product demonstration experience
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.
- 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.
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 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.
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, Sales
- Assessment - Take Home Assessment
- Post Assessment Rounds [2]- 30 to 45 minute Peer and/or Cross Functional Team Members
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.
Top Skills
Crm Tools
Saas Solutions
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The Company
What We Do
The secondary market for mortgages accounts for over $1T in annual volume and impacts 20% of GDP. Yet, the pricing and loan trading of mortgages is still often done with antiquated technology, excel spreadsheets, phone calls, and physical paper. Billions of dollars are lost to inefficiency and mistakes.
Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem that includes an advanced Product & Pricing Engine (PPE), Loan Trading Exchange, Analytics Platform, and Partner Platform. Our mission is to help capital markets and secondary teams operate smarter, more efficiently, and more profitably with best-in-class, end-to-end technology that is configured for each of our customers’ unique workflows and business needs.
Polly is based in San Francisco, California. Please visit www.polly.io to learn more.
