Polly

implementation-specialist

Polly is a company transforming the mortgage capital markets through its vertically integrated solution that spans the entire mortgage value chain, from rate lock through loan sale and delivery. Leveraging cloud-based technology, Polly automates and optimizes processes for lenders of all sizes, enhancing scalability, efficiency, and security in mortgage operations. Polly offers a Platform Product and Pricing Engine, Loan Trading Exchange, and Data & Analytics tools that empower users with better data visibility and decisions. Polly's use of artificial intelligence allows loan officers to manage ineligible loans better, improve loan outcomes, and enhance customer satisfaction. The company focuses on innovation and client engagement to drive updates and improvements, ensuring that customers receive the most advanced solutions available in the mortgage industry.

• 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

Implementation Consultant – LOS Mapping, Data Expert

Implementation Consultant managing software implementation projects in fast-paced environment for mortgage technology firm. Guiding customers through multi-stakeholder rollouts and complex configurations.

product-designer

• You will join a sprint team composed of a Product Manager, Engineering Lead, Engineers, and QA. Your focus will be delivering features that enable customers to Self Serve solutions to problems
• You’ll work closely with your Product Manager on discovery
• You will work with Stakeholders and Users to understand their goals, you will validate assumptions, and articulate design decisions to the sprint team, wireframe, produce mockups, make Figma components, prototypes, and handoff designs for the sprint team to build
• You will design simple solutions for complex problems, you work to solve the problems long term rather than deliver quick fixes

Product Designer

Product Designer at Polly, a SaaS company transforming mortgage capital markets with innovative solutions. Join a collaborative team to design customer-focused features.

account-executive

• Manage a strategic set of accounts to identify, engage and nurture relationships with key stakeholders and decision makers.
• Identify revenue generating opportunities and manage all stages of the sales cycle beginning with pipeline generation through customer contract signature.
• Be a consultative trusted advisor for the customer by building in-depth relationships and understanding their business goals and objectives.
• Build and deliver product presentations & demos.
• Forecast and manage your entire pipeline using CRM tools to support quota attainment.
• Develop and negotiate customer contracts.
• Partner with business development, product, and engineering to provide product feedback and prioritize product enhancements.

Enterprise Account Executive

Enterprise Account Executive responsible for closing complex enterprise software deals at Polly. Build relationships and drive sales growth in a high-impact, innovative environment.

support-engineer

• Become a Technical escalation and resource for the CS team.
• Convert technical details into thoughtful understandable Customer responses
• Identify, reproduce, and document bugs for the engineering teams
• Make active contributions to help achieve team goals and successes
• Complete Level 2 support for customers and identify whether the customer request is related to user error, a bug, customer training, or a product feature
• Assist the Professional Services team as needed with technical implementations.
• Effectively resolve customer inquiries in a considerate and timely manner via email, chat, and phone

Technical Support Engineer, Tier 2

Technical Support Engineer providing technical support for customers in a fast-paced SaaS environment. Collaborating with the customer support team to enhance user experience and resolve issues.

customer-success-manager

• Build strong, proactive relationships with customers to ensure their satisfaction and long-term success.
• Proactively cross-sell and upsell products and services to existing clients, identifying opportunities to expand relationships and increase revenue.
• Regularly meet with Polly customers to discuss their needs, encourage adoption and usage of the platform, and check in on overall satisfaction.
• Track customer health metrics and KPIs to identify potential risks or opportunities early, address them directly, and report on customer status, risks, and opportunities each month.
• Compose thoughtful, personalized responses for a variety of customer requests, ensuring client satisfaction and retention.
• Lead renewal motion.
• Lead customer training sessions and work closely with stakeholders to ensure they fully understand and maximize their Polly platform.
• Work with cross-functional teams to contribute to a seamless and positive customer experience.
• Share customer insights and feedback with internal teams to help drive ongoing improvements.
• Provide support for customers with urgent or escalated issues by gathering necessary information, triaging tickets, and guiding them through internal Polly processes.
• Actively monitor and analyze customer feedback to identify actionable insights for improving the customer experience.
• Assist with handling escalations by addressing organizational challenges raised by customers and working toward resolutions.


Customer Success Manager

Customer Success Manager enhancing client relationships in mortgage technology company. Leveraging CRM expertise to elevate customer satisfaction and drive long-term success.

technical-writer

• Gather, analyze, and organize process documentation and process flows across internal systems and Polly.
• Translate complex workflows into clear, actionable, and user-friendly documentation for both internal teams and external audiences.
• Maintain up-to-date documentation on a regular basis, aligned with our two-week sprint cycles.
• Collaborate with product, engineering, and operations teams to ensure accuracy and usability of documentation.
• Continuously improve documentation standards, templates, and processes to enhance clarity and efficiency.

Technical Writer

Technical Writer in a fast-paced, innovative SaaS company transforming mortgage capital markets. Collaborate with teams to document complex processes and enhance customer experience.

Polly is transforming the mortgage industry with its modern, cloud-native capital markets ecosystem.

Polly

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6 jobs found

Implementation Consultant – LOS Mapping, Data Expert

Polly

Product Designer

Polly

Enterprise Account Executive

Polly

Technical Support Engineer, Tier 2

Polly

Customer Success Manager

Polly

Technical Writer

Polly