Polly

Implementation Consultant- PPE Configuration Specialist

United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
SaaS, MortgageIndustries

Requirements

Candidates must have 5+ years of experience leading software implementations and managing enterprise or high-complexity customers. Expertise with project management tools like Google Workspace, Jira, or Confluence is required, along with experience in mortgage software/system implementations. Familiarity with technical systems and configuration, a passion for customer success, and excellent communication skills are essential. Specific experience configuring a mortgage Product & Pricing Engine (PPE) such as Polly, Optimal Blue, Lender Price, or EPPS, and interpreting/entering rate sheets or pricing rules into a PPE platform are necessary. Knowledge of lock desk operations, margin strategies, and rate sheet structures, as well as experience creating logic-driven rule sets for product eligibility and pricing using conditional statements, if/then logic, and formulas, is required. Preferred qualifications include gathering pricing requirements directly from lenders, project management skills for structured configurations, and prior experience mentoring implementation consultants.

Responsibilities

The Implementation Consultant will own complex customer implementations from kickoff to go-live, guiding customers through platform capabilities and best practices. They will independently manage multiple customer projects, lead discovery sessions, and design tailored implementation plans. Responsibilities include partnering cross-functionally with Sales, Product, Engineering, and Customer Success, identifying and resolving roadblocks, and creating implementation assets like templates and best practice guides. The role also involves mentoring junior team members during onboarding and delivery efforts.

Skills

Software Implementation
Consulting
Project Management
SaaS
Customer Onboarding
Configuration
Mortgage Software
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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