Job Description
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 customerβs 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.
About Polly
Polly has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform based in San Francisco, California.