Solutions Engineer

Posted 4 Hours Ago
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San Francisco, CA
Hybrid
5-7 Years Experience
Financial Services
The Role
The Solutions Engineer is responsible for providing technical support during the sales process and post-sales. They will act as a liaison between the sales team and prospects, delivering product demonstrations and ensuring a seamless client transition to Polly's solutions. They will engage in cross-functional collaboration, support product development, and keep abreast of trends in the mortgage and capital market.
Summary Generated by Built In

Job Summary: 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.

Major Responsibilities

  • 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

Requirements

  • 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
The Company
HQ: San Francisco, California
145 Employees
Remote Workplace
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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