What you’ll do:
- Lead the implementation of technical platform and use of PM tools to track tasks, action items and deadlines
- Gather clients requirements and configure based on business needs
- Work on a range of complex projects and occasionally, cross-functional outcomes.
- Provide consultative guidance to align customer business process with Polly’s products
- Lead large-scale customer implementations or multiple implementations at a time during different phases of implementation cycle
- Work with key project stakeholders, subject matter experts and technical staff
- Collaborate with sales, customer success and product teams to ensure the success of our implementations
- Monitoring emails and responding to customers in a timely manner while tracking and following up on outstanding items
- Guide clients on best practices and train end users
- Troubleshoot and work with product & customer support team to develop solutions to solve for internal or customer facing issues
- Large focus on driving enterprise/strategic projects. Coordinating internally and externally to ensure projects stay on time and in scope
What you have:
- 5+ years of project management experience
- PMP Certification (preferred, or equivalent additional project management experience)
- 3+ years of software implementation and consulting experience
- 1-2 years of Secondary Market Experience
- 3-5 years of mortgage experience
- Technically oriented – willing to learn new systems quickly and savvy in tools like Excel
- High level of attention to detail and accuracy
- Passionate about customer support and about the role it plays in making a customer-centric team successful
Why join Polly?
- We are attacking a trillion-dollar market with gross inefficiencies and seeking to transform the way an entire industry operates
- We have an experienced leadership team that previously built large and impactful platforms
- Outstanding opportunity for professional growth and upward mobility
- Direct engagement with the decision makers and senior business leaders
- Competitive salaries
- 100% paid medical/vision/dental/disability/life insurance
- Flexible vacation
- Hybrid environment; 3x weekly in an innovation hub in San Francisco or Dallas.
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