Implementation Consultant- API Integration Consultant

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Cloud Computing, Financial Services, MortgageIndustries

Requirements

Candidates should have 5+ years of experience leading software implementations and managing enterprise or high-complexity customers. Expertise with project management tools and systems such as Google Workspace, Jira, Confluence, and project tracking software is required. Experience with mortgage software/system implementations, comfort with technical systems and configuration, and a passion for customer success are necessary. The role requires excellent communication skills across technical and non-technical audiences, the ability to influence stakeholders, and experience using API tools like Postman or Swagger for testing and validation. Prior experience with SaaS implementations involving API integrations and collaboration with customer development teams to troubleshoot integration issues is essential. Preferred qualifications include documenting API workflows or contributing to integration guides, understanding loan origination workflows, familiarity with mortgage data, and prior experience mentoring other implementation consultants.

Responsibilities

The Implementation Consultant will own complex customer implementations from kickoff through go-live, leading delivery and execution across all stages of the onboarding lifecycle. They will serve as a trusted advisor to customers, guiding them through platform capabilities, best practices, and strategic configurations aligned with their business needs. Responsibilities include independently managing multiple high-impact customer projects, leading customer discovery sessions, synthesizing findings, and designing tailored implementation plans. The consultant will partner cross-functionally with Sales, Product, Engineering, and Customer Success to ensure seamless customer onboarding, identify and resolve roadblocks, and mitigate issues using data and insights. Additionally, they will create and maintain implementation assets, mentor junior team members, and troubleshoot integration issues with customer development teams.

Skills

API Integration

Software Implementation

Consulting

Project Management

SaaS

Cloud-based Solutions

Customer Onboarding

Cross-functional Collaboration

Problem Solving

Mortgage Software

Technical Systems Configuration

Jira

Confluence

Google Workspace

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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