The secondary market for mortgages accounts for over $1T in annual volume and impacts 20% of GDP. Yet, the pricing and loan trading of mortgages is still often done with antiquated technology, excel spreadsheets, phone calls, and physical paper. Billions of dollars are lost to inefficiency and mistakes.Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem that includes an advanced Product & Pricing Engine (PPE), Loan Trading Exchange, Analytics Platform, and Partner Platform. Our mission is to help capital markets and secondary teams operate smarter, more efficiently, and more profitably with best-in-class, end-to-end technology that is configured for each of our customers’ unique workflows and business needs.Polly is based in San Francisco, California. Please visit www.polly.io to learn more.

Who you are:
You’re an experienced Implementation Consultant with 5+ years of software implementation and consulting experience, including owning complex projects and guiding customers through multistakeholder rollouts. You thrive in fastpaced, highgrowth environments and are excited by the opportunity to shape how customers adopt and scale modern, cloudbased SaaS solutions. Youre a strong crossfunctional partner and a trusted advisor to clients.

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

What you’ll do:Own complex customer implementations from kickoff through golive, 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 highimpact 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 crossfunctionally 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

What you have:
5+ years of experience leading software implementations and managing enterprise or highcomplexity customers
Expertise with project management tools and systems (e.g., Google Workspace, Jira, Confluence, project tracking software)
Experience with mortgage softwaresystem 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 nontechnical audiences
Ability to influence stakeholders and guide customers through change
Has experience leading or supporting multiple concurrent SaaS implementations
Has worked in a clientfacing role within mortgage tech or financial services
Has configured at least one part of a SaaS product (e.g., rules engine, user roles, integrations, or workflows)
Has led customers through process design or reengineering as part of technical transformation projects; familiar with change management concepts
Understands the loan origination workflow and familiar with loan programs, products and investors
Preferred: Project Management and Change Management skills
Preferred: Has successfully ramped on a new system or domain within 30–60 days
Preferred: Prior experience mentoring or coaching other implementation consultants

Why join Polly?
High Bar of Talent: Polly consistently performs in the top quartile of startup companies, and we consider the people of Polly the engine helping us achieve success. Many candidates choose Polly because of the collaborative, smart, and fun people that work here. We strive to hire the best to continue to raise that bar, and <5% of those that enter the interview process are presented with an offer.
Disruptive Mission: Mortgage capital markets is historically an underinnovated space; Polly is committed to changing that. Our purposebuilt platform has reimagined and reinvented the way that our lender customers operate. We are seeking passionate and driven builders who are not interested in accepting the status quo.
Individual Impact & Growth: Every day, the Polly team doesn’t just work—they contribute to our overarching mission. Individual impact is highly visible and everyone’s voice matters. You will have exposure to every level of leadership, crossfunctional teams, and impactful projects, giving you a unique opportunity to build and hone your skills.
Hybrid Workplace with Innovation at the Core: Here at Polly, we believe in blending flexibility with inperson collaboration. With a hybrid model, our employees work on site three days a week (Tues.Wed.Thurs.) at our Innovation Hubs, located in DallasFort Worth and San Francisco (remote available for this role, hybrid strongly preferred), driving forwardthinking solutions and fostering teamwork.

Employee Benefits:
Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impactcontributions.
Comprehensive Health Coverage: Employees enjoy 100% companypaid 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, nonaccrued 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 DallasFort Worth and San Francisco.

Interview Process:
Recruiting Screen 30 minute 1:1 with a Polly Talent Team Member
Initial Team Round 30 minute 1:1 with Polly’s Director, Professional Services
Assessment Take Home Assessment + Assessment Presentation
Post Assessment Rounds [5] 30 to 45 minute Peer, Cross Functional Team Members, and Executive Rounds
Lets get to know each other.

Polly has pioneered the next generation of mortgage capital markets technology with its cuttingedge, datadriven platform. Its enterprisegrade solutions, including the industrys only cloudnative, commercially scalable product, pricing, and eligibility (PPE) engine and firstofitskind Polly™ AI platform, empower the nations 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 bestinclass 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 Americas 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 textonly interviews. If you are ever suspicious or in doubt, reach out to us directly at peopleteam@polly.io . We care deeply about this network and your experience.

Implementation Consultant Change ManagementDelivery

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