Principal Project Manager

United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Mortgage Technology, Financial Services, B2BIndustries

Requirements

Candidates must have over 10 years of experience managing complex, enterprise-level SaaS projects and a proven track record of delivering customer value. A deep understanding of SaaS implementation practices, including change management and enterprise onboarding, is essential. Experience in mortgage technology, financial services, or B2B SaaS platforms is required, along with PMP or equivalent advanced certifications. Strong leadership, cross-functional management, executive stakeholder engagement, strategic thinking, problem-solving, and exceptional communication skills are necessary.

Responsibilities

The Principal Project Manager will lead Polly’s most complex and strategic SaaS implementation projects from scoping through post-go-live stabilization. They will establish strategic vision for implementation excellence by developing scalable frameworks, playbooks, and best practices. This role involves acting as a senior advisor to enterprise customers, executive stakeholders, and internal leaders to ensure successful delivery and adoption. Responsibilities include anticipating business needs and risks, creating mitigation and contingency plans, mentoring project managers, and partnering with Product and Engineering to incorporate customer needs and implementation insights into roadmap planning.

Skills

SaaS implementation

Project management

Agile

Lean

Change management

Enterprise onboarding

Mortgage technology

Financial services

B2B SaaS platforms

PMP

Communication

Strategic thinking

Problem-solving

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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