Implementation Consultant-PPE Configuration Specialist

What You’ll Do:

• 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

What You Have:

• 5+ years of experience leading software implementations and managing enterprise or high-complexity customers
• Technical Acumen: Experience working with complex, highly technical products with the ability to translate product depth into customer value.
• Experience creating logic-driven rule sets to determine product eligibility and pricing
• Implementation Leadership: Proven ability to lead end-to-end software implementations for enterprise or high-complexity customers.
• Systems & Configuration Fluency: Comfort working directly in technical systems and configuration environments, with the ability to quickly learn new tools and products.
• Project & Program Management: Strong organizational and project management skills to support structured, predictable delivery.
• Customer Success & Risk Mitigation: Customer-first mindset with a proactive approach to identifying risks and driving successful outcomes.
• Stakeholder Influence & Change Management: Ability to influence diverse stakeholders and guide customers through operational and technical change.
• Communication Excellence: Clear, confident communication across both technical and non-technical audiences.
• Mentorship & Team Development (Preferred): Experience mentoring, coaching, or supporting the development of other implementation consultants.
• Mortgage & Pricing Expertise (Preferred): Strong understanding of mortgage pricing mechanics, lock desk operations, and secondary market considerations. Knowledge of lock desk operations, margin strategies, and rate sheet structures

Why Join Polly?

• High Bar of Talent: Polly consistently performs in the top quartile of start-up 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 under-innovated space; Polly is committed to changing that. Our purpose-built 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, cross-functional teams, and impactful projects, giving you a unique opportunity to build and hone your skills.

Employee 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 Workplace with Innovation at the Core: Here at Polly, we believe in blending flexibility with in-person collaboration. With a hybrid model, our employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco, driving forward-thinking solutions and fostering teamwork.

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 [2]- 30 to 45 minute Peer, Cross Functional Team Members, and Executive Rounds