What You’ll Do:
- 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
What You Have:
- 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
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 (remote available for this role, hybrid strongly preferred), 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, Professional Services
- Assessment - Take Home Assessment + Assessment Presentation
- Post Assessment Rounds [5]- 30 to 45 minute Peer, Cross Functional Team Members, and Executive Rounds
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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.





