Lead customer implementations of a technical platform, configure client needs, and guide users. Collaborate with stakeholders and ensure successful project execution.
Who you are:
You have 5+ years of experience in software implementation and consulting experience and are looking for your next challenge in a hyper-growth, fast-paced, industry disrupting, SaaS company. You are excited to work with emerging technologies and modern tech stack with a collaborative team, where you will have a direct impact on the customer experience.
Does this sound like you? If so, keep reading and apply today!
What you’ll do:
- Oversee the implementation of technical platform and use of PM tools to track tasks, action items and deadlines
- Participate in project reporting activities that enable internal and external stakeholder visibility on implementation progress as well as related risks and issues to meeting key milestones
- Gather customer business requirements and configure based on business needs
- Manage multiple projects at a time during different phases of implementation cycle
- Work with key project stakeholders, subject matter experts and technical staff
- Collaborate with sales, customer success and product and engineering teams to ensure the success of our implementations
- Monitoring emails and responding to customers in a timely manner while tracking and following up on outstanding items
- Guide customers on best practices and train end users
- Troubleshoot and work with product & customer support team to develop solutions to solve for internal or customer-facing issues
What you have:
- 5+ years of experience
- Technically oriented – willing to learn new systems quickly and savvy in tools like Microsoft Office, Google Workspace, Jira, and Confluence
- High level of attention to detail and accuracy
- Passionate about new customer onboarding and system configuration, with understanding of the role it plays in making a customer-centric team successful
- Ability to communicate technical problems in an elegant and tactful way
- Strong communication and writing ability
- Empathy, diplomacy, tact, and poise under pressure when working through customer issues
Why join Polly?
- We are attacking a trillion-dollar market with gross inefficiencies and seeking to transform the way an entire industry operates
- We have an experienced leadership team that previously built large and impactful platforms
- Outstanding opportunity for professional growth and upward mobility
- Direct engagement with the decision makers and senior business leaders
- Competitive salaries
- 100% paid medical/vision/dental/disability/life insurance
- Flexible vacation
- Hybrid environment; 3x weekly in an innovation center in San Francisco or Dallas.
Let's get to know each other.
Polly has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable product, pricing, and eligibility (PPE) engine and first-of-its-kind Polly/™ AI platform, empower the nation's top banks, credit unions, and mortgage lenders to increase profitability, automate workflows, and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer, Polly is committed to driving meaningful value and ROI through best-in-class innovation that enables unlimited configurability, flexibility, granularity, and scalability. Polly was founded by a seasoned team of mortgage capital markets and technology experts and is headquartered in San Francisco, California. Recognized as a pioneer in mortgage capital markets, as well as in culture and career development, Polly was named to Forbes' America's Best Startup Employers in 2025. This evaluation was based on three key criteria: Employer Reputation, Employee Satisfaction, and Company Growth.
To learn more, follow Polly on LinkedIn or visit www.polly.io. Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, national origin, religion, sex, gender identity, sexual orientation, marital status, pregnancy status, disability status, veteran status, or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Beware of recruitment scams impersonating the Polly brand or our employees. Our team communicates only through official Polly channels, and we will never ask for sensitive information over text or conduct text-only interviews. If you are ever suspicious or in doubt, reach out to us directly at [email protected]. We care deeply about this network and your experience.
Top Skills
Excel
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