The Role
Who you are:
You have 5+ years of experience in software implementation and consulting experience and are looking for your next challenge in a hyper-growth, fast-paced, industry disrupting, SaaS company. You are excited to work with emerging technologies and modern tech stack with a collaborative team, where you will have a direct impact on the customer experience.
Does this sound like you? If so, keep reading and apply today!
What you’ll do:
- Oversee the implementation of technical platform and use of PM tools to track tasks, action items and deadlines
- Participate in project reporting activities that enable internal and external stakeholder visibility on implementation progress as well as related risks and issues to meeting key milestones
- Gather customer business requirements and configure based on business needs
- Manage multiple projects at a time during different phases of implementation cycle
- Work with key project stakeholders, subject matter experts and technical staff
- Collaborate with sales, customer success and product and engineering teams to ensure the success of our implementations
- Monitoring emails and responding to customers in a timely manner while tracking and following up on outstanding items
- Guide customers on best practices and train end users
- Troubleshoot and work with product & customer support team to develop solutions to solve for internal or customer-facing issues
What you have:
- 5+ years of experience
- Technically oriented – willing to learn new systems quickly and savvy in tools like Microsoft Office, Google Workspace, Jira, and Confluence
- High level of attention to detail and accuracy
- Passionate about new customer onboarding and system configuration, with understanding of the role it plays in making a customer-centric team successful
- Ability to communicate technical problems in an elegant and tactful way
- Strong communication and writing ability
- Empathy, diplomacy, tact, and poise under pressure when working through customer issues
- Has configured a mortgage Product & Pricing Engine (e.g., Polly, Optimal Blue, Lender Price, or EPPS)
- Has interpreted and entered rate sheets or pricing rules into a PPE platform
- Knowledge of lock desk operations, margin strategies, and rate sheet structures
- Experience creating logic-driven rule sets to determine product eligibility and pricing
- Familiarity with conditional statements, if/then logic, formulas
- Preferred: Has gathered pricing requirements directly from lenders or secondary teams to inform configuration scope
- Preferred: Project management skills to support structured approach to configurations in technology implementation
- Has admin-level experience in Encompass or similar LOS (e.g., field configuration, input forms, business rules, custom objects)
- Has mapped data between an LOS and at least one third-party system (e.g., PPE, POS, CRM)
- Understanding of data fields required for pricing
- Familiar with troubleshooting data discrepancies
- Has resolved field-level mismatches or validation errors in a production implementation
- Preferred: Project management skills to support structured approach to data mapping efforts in implementation
- 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
- 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
You must meet one of the three role-specific profiles below:
Profile A: PPE Configuration Specialist
Profile B: LOS Mapping & Data Expert
Profile C: API Integration Consultant
Profile D:Change Management/Delivery
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
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.
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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.
