Implementation Consultant- PPE Configuration Specialist

Job Description

Job Description

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 multi-stakeholder rollouts. You thrive in fast-paced, high-growth environments and are excited by the opportunity to shape how customers adopt and scale modern, cloud-based SaaS solutions. You're a strong cross-functional 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 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 :

Why Join Polly?

Employee Benefits :

Interview Process :

Let's get to know each other.

Polly has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable product, pricing, and eligibility (PPE) engine and first-of-its-kind Polly / ™ AI platform, empower the nation's 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 best-in-class 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' America's 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 text-only 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.