Head of Professional Services at Polly

Dallas, Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

SaaSIndustries

Requirements

10+ years of experience in Customer Implementations, with at least 5 years in a leadership role and 4+ years in B2B SaaS
Technical Acumen: Experience working with complex, highly technical products with the ability to translate customer needs to realized value. Must have adjacent experience working with 100% wallet share system (system of record)
Scaling Experience: Proven track record in a key customer-implementation role during major scale-up phases (e.g., ARR growth from ~$10M → $50M+ → $100M+) and grew the customer base from fewer than 50 to 100 to 200 to 500 in a builder role
People Leadership & Development: Demonstrated ability to build, lead, manage, and inspire high-performing teams. Strong track record of mentoring and developing top talent into future leaders
Operator & Integrator: Brings operational rigor and an in-the-trenches leadership style, balancing vision with flawless execution
Efficiency & Execution: Embodies an 80/20 mindset with a proven ability to “build the rocket ship while flying it.”
Systems Thinker: Recent examples of building scalable infrastructure, systematizing customer processes, optimizing tech stacks, implementing repeatable playbooks, and creating a unified customer experience
Extras: Technical aptitude with general understanding of SaaS-to-SaaS integration practices including APIs, XML; experience with mortgage loan origination systems or mortgage point of sale systems; experience building and supporting a partner network of 3rd party implementers; ability to implement self-service implementation strategies

Responsibilities

Lead and mentor a growing team of project managers, implementation consultants, and professional services professionals ensuring their successful onboarding and autonomy in running customer implementations
Represent Polly by conducting a handful of key strategic customer implementations on an ongoing basis
Assist the sales organization in representing Polly’s Professional Services capabilities in sales cycles and in pricing, contracting discussions
Accurately represent project portfolio status and risks to the rest of Polly; identify paths to keep projects moving forward per schedule and with high customer satisfaction
Drive a spirit of continuous improvement within the Professional Services organization and throughout Polly to identify novel approaches to speeding customer time to value, improving processes, and increasing effectiveness
Willing to lead large-scale, strategic implementations directly

Skills

Key technologies and capabilities for this role

Professional ServicesCustomer ImplementationsProject ManagementTeam LeadershipB2B SaaSTechnical AcumenSales EnablementContract NegotiationScaling Operations

Questions & Answers

Common questions about this position

What experience level is required for the Head of Professional Services role?

Candidates need 10+ years of experience in Customer Implementations, with at least 5 years in a leadership role and 4+ years in B2B SaaS.

What are the key responsibilities of this position?

The role involves leading and mentoring a team of project managers and implementation consultants, conducting key strategic customer implementations, assisting sales in discussions, and driving continuous improvement in processes.

Is this a remote position or does it require office presence?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What makes a strong candidate stand out for this position?

A strong candidate has proven scaling experience during major growth phases (e.g., ARR from $10M to $100M+), people leadership with a track record of developing talent, and expertise in building scalable infrastructure and repeatable processes in B2B SaaS.

Polly

Cloud-based platform for mortgage operations

About Polly

Polly.io offers a platform designed to improve the mortgage industry by making operations more efficient for lenders. The platform is cloud-based, which means it uses internet technology to provide secure and scalable services. This allows lenders to access advanced tools for data analysis and machine learning, helping them to price loans and manage loan locks more accurately and quickly than traditional methods. Polly.io also features a Loan Trading Exchange that connects buyers and sellers of mortgage loans, making the process more transparent and efficient. By providing real-time analytics and market insights, Polly.io helps lenders make better decisions. The goal of Polly.io is to empower lenders of all sizes to enhance their productivity and profitability through its comprehensive suite of tools.

San Francisco, CaliforniaHeadquarters

2019Year Founded

$74.9MTotal Funding

GROWTH_EQUITY_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Professional growth & upward mobility

Competitive salaries

100% paid medical/vision/dental/disability/life insurance

Unlimited PTO

Remote environment

Risks

Increased competition from similar fintech solutions could erode Polly's market share.

Continuous technological advancements may require costly updates to Polly's platform.

Economic downturns could negatively impact demand for Polly's mortgage services.

Differentiation

Polly offers the industry's first cloud-native, commercially scalable Product and Pricing Engine.

The platform integrates advanced data science and machine learning for superior mortgage pricing accuracy.

Polly's Loan Trading Exchange enhances transparency and efficiency in the mortgage loan sale cycle.

Upsides

Polly's cloud-based platform aligns with the industry's digital transformation trend.

The integration with nCino enhances loan officer mobility and engagement opportunities.

Polly's Lender Intelligence tool provides valuable market insights for data-driven decisions.

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