Solutions Engineer

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Hiring Remotely in USA
Remote
Financial Services
The Role

Who you are:


The Solutions Engineer is responsible for providing pre- and post-sales support for our rapidly growing customer base resulting in revenue growth. Is responsible for the technical relationships with prospects during the sales process to scope and delivery solutions that meet Polly’s ideal customer profiles’ business needs. The Sales Engineer will act as a resource for the sales, account management, front line services teams, and other functional departments throughout Polly and is tasked with helping scale Polly’s technical product capabilities.


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

What you’ll do:

  • Act as a technical resource and liaison between the sales team and prospects
  • Participate in sales and prospect calls, providing product demonstrations
  • Work with prospects at both a technical and business level to show how Polly’s solutions provide value 
  • Act as a liaison with the Product team to discuss and provide input on potential product developments/enhancements while incorporating the voice of customers to ensure we hit the mark for our ideal customer profile and market needs
  • Work with Sales & Marketing teams to test out new messaging and product(s) in the market
  • Work cross functionally throughout the organization to develop business and technical analysis and provide solutions support
  • Articulating and/or demonstrating Polly’s unique value proposition on technical aspects of solutions and offerings, assisting with prevention of client churn 
  • Ensure expectations have been set for clients regarding the transition to Polly from their existing system(s) to facilitate a seamless client experience while setting downstream teams up for success 
  • Keep up to date on the ever changing trends in mortgage/capital market space

What you have:

  • 3 – 5 years of experience in a similar technical role
  • Ability to provide and receive feedback to teammates, peers, and people at all levels
  • Ability to be a self-starter and drive positive change
  • Excellent written and oral communication skills
  • Excellent public speaking and presentation skills
  • Exudes salesmanship fundamentals
  • Solid experience in preparing and delivering presentations – in person and remotely
  • A passion for understanding customers and solving their business problems
  • The ability to effectively present technical material to small and large groups
  • Strong analytical skills and experience in evaluating the competition and market trends
  • The ability to translate complex concepts and technologies into business-oriented value propositions
  • Experience with Saas applications
  • The ability to work with cross functional teams and people at all levels inside and outside Polly

Why join Polly?

  • We are attacking a trillion-dollar market with gross inefficiencies and seeking to transform the way an entire industry operates 
  • We have an experienced leadership team that previously built large and impactful platforms 
  • Outstanding opportunity for professional growth and upward mobility 
  • Direct engagement with the decision makers and senior business leaders 
  • Competitive salaries
  • 100% paid medical/vision/dental/disability/life insurance 
  • Flexible vacation

Let’s get to know each other.


Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem. Banks, credit unions, and mortgage lenders nationwide trust Polly’s revolutionary Product and Pricing Engine (PPE)Loan Trading Exchange, and actionable data and analytics to automate and optimize the entire capital markets value chain, helping their secondary teams operate faster, smarter, and more profitably. Polly was founded in 2019 by a seasoned team of technology and mortgage experts and is headquartered in San Francisco, California. 


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.

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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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