Implementation Consultant- PPE Configuration Specialist

**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:

• 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 configured a mortgage Product & Pricing Engine (e.g., Polly, Optimal Blue, Lender Price, or EPPS)
• Has interpreted and entered rate sheets or pricing rules into a PPE platform
• Knowledge of lock desk operations, margin strategies, and rate sheet structures
• Experience creating logic-driven rule sets to determine product eligibility and pricing
• Familiarity with conditional statements, if/then logic, formulas
• Preferred
  : Has gathered pricing requirements directly from lenders or secondary teams to inform configuration scope
• Preferred
  : Project management skills to support structured approach to configurations in technology 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