Implementation Consultant- Change Management/Delivery

United States

Apply with AI Apply

Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

SaaS, Cloud Computing, Mortgage TechnologyIndustries

Requirements

Candidates should have 5+ years of experience in software implementation and consulting, including managing complex projects and multi-stakeholder rollouts. Expertise with project management tools, mortgage software implementations, and technical systems configuration is required. Familiarity with loan origination workflows, change management concepts, and client-facing roles in mortgage tech or financial services is preferred. Strong communication, problem-solving, and stakeholder influence skills are essential.

Responsibilities

The Implementation Consultant will own customer implementations from kickoff to go-live, acting as a trusted advisor to guide clients through platform capabilities and best practices. They will manage multiple customer projects, lead discovery sessions, design implementation plans, and partner cross-functionally with internal teams. Responsibilities include identifying and resolving roadblocks, creating implementation assets, and mentoring junior team members.

Skills

Software Implementation

Consulting

Project Management

Customer Onboarding

SaaS

Cloud Solutions

Cross-functional Collaboration

Stakeholder Management

Mortgage Software

Technical Systems Configuration

Problem Solving

Risk Mitigation

Documentation

Mentoring

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.

Land your dream remote job 3x faster with AI

Try Jobo Free