Polly · 4 months ago
Implementation Consultant- PPE Configuration Specialist
United States
Full-time
Remote
Senior Level
5+ years expPolly is a pioneering company in mortgage capital markets technology, seeking an experienced Implementation Consultant to lead complex customer implementations of their cloud-based SaaS solutions. The role involves guiding customers through onboarding, managing multiple high-impact projects, and collaborating with cross-functional teams to ensure a seamless experience.
Big DataComputerEnterprise SoftwareFinancial ServicesFinTech
Responsibilities
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
Qualification
Required
5+ 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
Has configured a mortgage Product & Pricing Engine (e.g., Polly, Optimal Blue, Lender Price, or EPPS)
Has interpreted and entered rate sheets or pricing rules into a PPE platform
Knowledge of lock desk operations, margin strategies, and rate sheet structures
Experience creating logic-driven rule sets to determine product eligibility and pricing
Familiarity with conditional statements, if/then logic, formulas
Preferred
Has gathered pricing requirements directly from lenders or secondary teams to inform configuration scope
Project management skills to support structured approach to configurations in technology implementation
Prior experience mentoring or coaching other implementation consultants
Benefits
Competitive Compensation
Comprehensive Health Coverage
Flexible Vacation, Done Right
Hybrid Environment
Company
Polly
Polly is a revolutionary, end-to-end capital markets ecosystem that lenders trust to optimize performance and maximize profitability.
51-200 employees
H1B Sponsorship
Polly has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (1)
Funding
Current Stage
Growth StageTotal Funding
$77MKey Investors
8VCMenlo Ventures
2024-09-10Series Unknown· $25M
2022-01-26Series B· $37M
2021-03-25Series A· $15M
Leadership Team
Parvesh Sahi
Advisory Board Member
Recent News
MenloVentures
2025-12-31
HousingWire.com
2025-10-18
GlobalFinTechSeries
2025-05-17
Company data provided by crunchbase