Trainer, Professional Services at Polly

Dallas, Texas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Fintech, MortgageIndustries

Requirements

3+ years of corporate trainer experience
Strong experience as a corporate or client trainer, ideally in SaaS or fintech
Deep domain expertise in mortgage, LOS, PPE, or closely related industry products
Exceptional communication skills, both written and verbal, with the ability to translate complex technical or industry concepts for diverse audiences
Experience designing and delivering client-focused, high-touch training programs
Strong analytical and problem-solving skills to adapt training to client-specific scenarios
Comfort working in a fast-paced, agile environment with evolving priorities (extras)

Responsibilities

Deliver high-quality onboarding and training sessions for clients and internal teams, both virtually and in-person, including ongoing education such as webinars and workshops
Translate client questions, challenges, and workflows into clear, actionable training content tailored to their needs
Provide expert guidance on industry-specific processes, LOS, PPE, and mortgage-related workflows
Collaborate with internal teams (product, support, and sales) to ensure training aligns with current platform capabilities and updates
Support a white-glove client experience that ensures adoption, satisfaction, and long-term retention
Occasionally travel to client sites for hands-on training and engagement sessions
Continuously refine training materials and sessions based on client feedback and evolving product features

Skills

Key technologies and capabilities for this role

Corporate TrainingClient OnboardingVirtual TrainingIn-Person TrainingWebinarsWorkshopsLOSPPEMortgage WorkflowsSaaSFintechCommunication SkillsAnalytical SkillsProblem-Solving

Questions & Answers

Common questions about this position

What experience is required for the Trainer role?

You need 3+ years of corporate trainer experience, ideally in SaaS or fintech, along with deep domain expertise in mortgage, LOS, PPE, or related industry products.

Is travel required in this position?

Yes, occasional travel to client sites for hands-on training and engagement sessions is required.

What is the company culture like at Polly?

Polly has a high bar of talent with collaborative, smart, and fun people; it emphasizes individual impact, growth, and a disruptive mission in the mortgage capital markets.

What are the key skills needed to succeed as a Trainer at Polly?

Exceptional communication skills to translate complex concepts, strong analytical and problem-solving skills, and experience designing high-touch training programs are essential.

What makes a strong candidate for this Trainer position?

Candidates with passion for world-class training, ability to synthesize client feedback, and comfort in a fast-paced agile environment stand out, especially given the highly selective hiring process where <5% receive offers.

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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