Polly

Staff Implementation Consultant

United States

Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
SaaS, Cloud ComputingIndustries

Job Description: Implementation Consultant

Position Overview

Polly is seeking an experienced Implementation Consultant with 7+ 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 serve as a trusted advisor to clients, guiding them through complex projects and multi-stakeholder rollouts.

Employment Type

Full-time

Who You Are

  • An experienced Implementation Consultant with 7+ years of software implementation and consulting experience.
  • Proven ability to own complex projects and guide customers through multi-stakeholder rollouts.
  • Thrives in fast-paced, high-growth environments.
  • Excited by the opportunity to shape customer adoption and scaling of modern, cloud-based SaaS solutions.
  • A strong cross-functional partner and a trusted advisor to clients.

What You'll Do

  • 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.

What You Have

  • 7+ 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.
  • Prior experience mentoring or coaching other implementation consultants is a plus.

Why Join Polly?

High Bar of Talent

Polly consistently performs in the top quartile of start-up companies. We consider the people of Polly the engine helping us achieve success. Many candidates choose Polly because of the collaborative, smart, and fun people that work here. We strive to hire the best to continue to raise that bar, and <5% of those that enter the interview process are presented with an offer.

Disruptive Mission

Mortgage capital markets is historically an under-innovated space; Polly is committed to changing that. Our purpose-built platform has reimagined and reinvented the way that our lender customers operate. We are seeking passionate and driven builders who are not interested in accepting the status quo.

Individual Impact & Growth

Every day, the Polly team doesn’t just work—they contribute to our overarching mission. Individual impact is highly visible, and everyone’s voice matters. You will have exposure to every level of leadership, cross-functional teams, and impactful projects, giving you a unique opportunity to build and hone your skills.

Hybrid Workplace with Innovation at the Core

Here at Polly, we believe in blending flexibility with in-person collaboration. With a hybrid model, our employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco (remote available for this role, hybrid strongly preferred), driving forward-thinking solutions and fostering teamwork.

Employee Benefits

  • Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions.
  • Comprehensive Health Coverage: Enjoy 100% company-paid medical, vision, and dental coverage.

Salary

  • Information not provided.

Location Type

  • Information not provided.

Skills

Software Implementation
Consulting
Project Management
SaaS
Cloud Solutions
Customer Onboarding
Cross-functional Collaboration
Google Workspace
Jira
Confluence
Mortgage Software Implementation

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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