Implementation Consultant- LOS Mapping & Data Expert

Summary

Join Polly as an experienced Implementation Consultant with 5+ years of software implementation and consulting experience. You will own complex customer implementations, serve as a trusted advisor, and manage multiple high-impact projects. Responsibilities include leading customer discovery sessions, designing implementation plans, and partnering with cross-functional teams. You will need expertise in project management tools, mortgage software implementations, and data mapping. Preferred qualifications include project management skills and mentoring experience. Polly offers competitive compensation, comprehensive health coverage, flexible vacation, and a hybrid work environment.

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

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

Preferred Qualifications

• 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 Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco