Implementation Consultant-LOS Mapping & Data Expert

What You’ll Do:

• Act as a subject matter expert (SME) on our Product & Pricing Engine, providing advanced configuration and LOS mapping guidance on complex use cases
• Serve as an escalation point for Implementation Consultants and implementing customers, resolving technical and workflow challenges
• Lead discovery and solution design sessions on pricing and loan data, mapping and translations, and data workflows
• Collaborate with Product and Engineering to surface customer needs and influence roadmap priorities
• Develop and maintain advanced playbooks, guides, and configuration standards for team-wide use
• Mentor teammates and support training to strengthen collective expertise
• Identify systemic risks or gaps in implementations and drive scalable solution
• Serve as a trusted advisor to customers, guiding them through platform capabilities, best practices, and strategic configurations aligned with their business needs
• 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

What You Have:

• 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 admin-level experience in Encompass or similar LOS (e.g., field configuration, input forms, business rules, custom objects)
• Has mapped data between an LOS and at least one third-party system (e.g., PPE, POS, CRM)
• Understanding of data fields required for pricing 
• Familiar with troubleshooting data discrepancies 
• Has resolved field-level mismatches or validation errors in a production implementation
• Preferred: Project management skills to support structured approach to data mapping efforts in implementation
• Preferred: Prior experience mentoring or coaching other implementation consultants

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/or Executive Rounds