Project Manager

Posted 10 Days Ago
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Dallas, TX
Hybrid
Senior level
Financial Services
The Role
Lead the delivery of complex SaaS implementations, partner with teams for project success, mentor junior project managers, and refine project methodologies.
Summary Generated by Built In
Who you are:

As a Project Manager at Polly, you will lead the delivery of complex, enterprise-scale SaaS implementations, driving cross-functional initiatives that align with our strategic objectives. You will serve as a trusted advisor to both internal stakeholders and external customers and technology partners, ensuring successful adoption of Polly’s solutions through meticulous planning, execution, and stakeholder engagement.

Does this sound like you? If so, keep reading and apply today!

What you’ll do:

  • Oversee multiple, concurrent enterprise SaaS implementation projects, ensuring alignment with customer  goals and Polly’s strategic vision.
  • Partner with Sales, Product, Engineering, and Customer Success teams to drive project success and foster a culture of continuous improvement.
  • Act as the primary point of contact for customers during the implementation phase, providing consultative guidance and ensuring a seamless onboarding experience.
  • Develop and refine project management methodologies, tools, and best practices to enhance efficiency and scalability.
  • Identify potential project risks and implement mitigation strategies to ensure timely and successful delivery.
  • Provide guidance and mentorship to junior project managers, fostering professional growth and knowledge sharing within the team.

What you have:

  • 5+ years of program / project management experience in the SaaS industry, with a proven track record of leading complex, enterprise-level implementations.
  • Strong understanding of SaaS architectures and implementation methodologies; proficiency in project management tools such as Jira, Asana, MS Project or equivalent.
  • Experience in the mortgage or financial services industry is highly desirable.
  • Certifications: PMP or demonstrated success delivering complex, transformational technical programs in financial services.
  • Exceptional verbal and written communication skills, with the ability to inform and influence stakeholders at all levels.
  • Strong problem-solving skills and the ability to make data-driven decisions.

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 [3]- 30 to 45 minute Peer, Cross Functional Team Members, and Executive Rounds

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

Asana
JIRA
Ms Project
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The Company
HQ: San Francisco, California
145 Employees
Year Founded: 2019

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.

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