Implementation Consultant – PPE Configuration Specialist

Job not on LinkedIn

September 4

Apply Now

Receive Emails with Similar Jobs

Polly

WebsiteLinkedInAll Job Openings

Finance • Fintech • Artificial Intelligence

Polly is a company transforming the mortgage capital markets through its vertically integrated solution that spans the entire mortgage value chain, from rate lock through loan sale and delivery. Leveraging cloud-based technology, Polly automates and optimizes processes for lenders of all sizes, enhancing scalability, efficiency, and security in mortgage operations. Polly offers a Platform Product and Pricing Engine, Loan Trading Exchange, and Data & Analytics tools that empower users with better data visibility and decisions. Polly's use of artificial intelligence allows loan officers to manage ineligible loans better, improve loan outcomes, and enhance customer satisfaction. The company focuses on innovation and client engagement to drive updates and improvements, ensuring that customers receive the most advanced solutions available in the mortgage industry.

- employees

💸 Finance

💳 Fintech

🤖 Artificial Intelligence

💰 $37M Series B on 2022-01

📋 Description

• 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

🎯 Requirements

• 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 • Preferred: Project management skills to support structured approach to configurations in technology implementation • Preferred: Prior experience mentoring or coaching other implementation consultants

🏖️ Benefits

• Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions. • Comprehensive Health Coverage: Employees enjoy 100% company-paid medical, vision, dental, disability, and life insurance, granting peace of mind. • Flexible Vacation, Done Right: Take time off to recharge when you need it with Polly’s flexible, non-accrued vacation policy—because we trust you to balance work and life. • Hybrid Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco.