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Investor Operations Lead

Remote:

Hybrid

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

San Francisco (US), Dallas (US)

Offer summary

Qualifications:

8+ years in customer and operations, 5+ years capital markets or mortgage experience, 3+ years leading investor operations, Strong relationship management skills, Technical skillset for high growth firms.

Key responsabilities:

Lead the investor operations audit team
Manage relationships with investors and customers
Oversee investor customer audit process
Improve investor journey and operational efficiency
Act as the voice of customers and advocate

Polly Fintech: Finance + Technology Scaleup https://www.polly.io/

51 - 200 Employees

See more Polly offers

Job description

Who you are:

You have 8+ years of a mix of Customer, operations, and capital markets experience under your belt 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 and investor experience.

Does this sound like you? If so, keep reading and apply today!

What you’ll do:

Lead Polly’s investor operations audit team to both coach and develop the team and build efficient and scalable processes.

Manage & build exceptional customer, investor relationships, and internal relationships.

Direct and oversee all aspects of the investor customer audit process, instilling a culture of quality, excellence, and clear line of sight to organizational opportunities.

Partner cross functionally with Quality, Product, and support teams to both manage investor relationships, highlight future opportunities, and solve for real-time issues.

Continuously improve the end-to-end investor journey by building processes and systems that empower the team to work efficiently and effectively.

Proactively manage and analyze customer feedback that translates into actions that improve and enhance the experience internally and externally.

Maintain efficiency in our staffing models and proactively manage for future needs.

Act as the voice of the customers and advocate for their needs.

What you have:

5+ years of relevant capital markets or mortgage experience

3+ years leading investor operations or adjacent teams

Excellent relationship management, team leadership and development, project management, and communication skills.

Demonstrated ability to lead, collaborate and work effectively across internal teams and in a highly action oriented and collaborative organization.

Strong technical skillset; experience with a high growth firm.

History of establishing best practices and building teams.

A passion for customers and service delivery.

A hands-on approach and willingness to dive into the details and lead the team by example.

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

Remote environment

Let’s get to know each other.

Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem. Banks, credit unions, and mortgage lenders nationwide trust Polly’s revolutionary Product and Pricing Engine (PPE), Loan Trading Exchange, and actionable data and analytics to automate and optimize the entire capital markets value chain, helping their secondary teams operate faster, smarter, and more profitably. Polly was founded in 2019 by a seasoned team of technology and mortgage experts and is headquartered in San Francisco, California.

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.