Implementation Consultant- LOS Mapping & Data Expert
About the position 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! Responsibilities • 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 Requirements • 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 Nice-to-haves • Project management skills to support structured approach to data mapping efforts in implementation • Prior experience mentoring or coaching other implementation consultants 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. Apply tot his job