Implementation Consultant

Employment Type: Full-time

Position Overview

We are seeking an experienced Implementation Consultant with 5+ years of software implementation and consulting experience to join our team. This role is ideal for someone who thrives in fast-paced, high-growth environments and is excited by the opportunity to shape how customers adopt and scale modern, cloud-based SaaS solutions. You will own complex projects, guide customers through multi-stakeholder rollouts, and serve as a trusted advisor.

Responsibilities

• Own complex customer implementations from kickoff through go-live, leading delivery and execution across all stages of the onboarding lifecycle.
• Serve as a trusted advisor to customers, guiding them through platform capabilities, best practices, and strategic configurations aligned with their business needs.
• Independently manage multiple high-impact customer projects with competing timelines and stakeholders.
• Lead customer discovery sessions, synthesize findings, and design implementation plans tailored to each customer’s workflows and goals.
• Partner cross-functionally with Sales, Product, Engineering, and Customer Success to ensure a seamless customer onboarding experience.
• Identify and resolve roadblocks quickly, using data and insights to communicate risks, surface tradeoffs, and mitigate issues.
• Create and maintain implementation assets (templates, documentation, best practice guides) that support scalability.
• Mentor and support junior team members during onboarding and delivery efforts.

Requirements

• 5+ years of experience leading software implementations and managing enterprise or high-complexity customers.
• Expertise with project management tools and systems (e.g., Google Workspace, Jira, Confluence, project tracking software).
• Experience with mortgage software/system implementations.
• Comfort with technical systems and configuration; willing and able to quickly learn new tools and products.
• A passion for customer success, problem-solving, and proactive risk mitigation.
• Excellent communication skills across technical and non-technical audiences.
• Ability to influence stakeholders and guide customers through change.
• Admin-level experience in Encompass or similar LOS (e.g., field configuration, input forms, business rules, custom objects).
• Experience mapping data between an LOS and at least one third-party system (e.g., PPE, POS, CRM).
• Understanding of data fields required for pricing.
• Familiarity with troubleshooting data discrepancies.
• Experience resolving field-level mismatches or validation errors in a production implementation.

Preferred Qualifications

• Project management skills to support a structured approach to data mapping efforts in implementation.
• Prior experience mentoring or coaching other implementation consultants.

Why Join Polly?

• High Bar of Talent: Polly consistently performs in the top quartile of start-up companies, and we consider our people the engine of our success. Many candidates choose Polly because of the collaborative, smart, and fun people who work here. We strive to hire the best to continue to raise that bar, with less than 5% of candidates receiving an offer.
• Disruptive Mission: Mortgage capital markets is historically an under-innovated space, and Polly is committed to changing that. Our purpose-built platform has reimagined and reinvented how our lender customers operate. We seek passionate and driven builders who are not interested in accepting the status quo.
• Individual Impact & Growth: Every day, the Polly team contributes to our overarching mission. Individual impact is highly visible, and everyone’s voice matters. You will have exposure to all levels of leadership, cross-functional teams, and impactful projects, providing a unique opportunity to build and hone your skills.
• Hybrid Workplace with Innovation at the Core: We believe in blending flexibility with in-person collaboration.

Application Instructions

If this sounds like you, keep reading and apply today!