Implementation Consultant- LOS Mapping & Data Expert

Polly•Dallas, TX

8d•Hybrid

About The Position

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: Act as a subject matter expert (SME) on our Product & Pricing Engine, providing advanced configuration and LOS mapping guidance on complex use cases Serve as an escalation point for Implementation Consultants and implementing customers, resolving technical and workflow challenges Lead discovery and solution design sessions on pricing and loan data, mapping and translations, and data workflows Collaborate with Product and Engineering to surface customer needs and influence roadmap priorities Develop and maintain advanced playbooks, guides, and configuration standards for team-wide use Mentor teammates and support training to strengthen collective expertise Identify systemic risks or gaps in implementations and drive scalable solution Serve as a trusted advisor to customers, guiding them through platform capabilities, best practices, and strategic configurations aligned with their business needs 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

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

Responsibilities

Act as a subject matter expert (SME) on our Product & Pricing Engine, providing advanced configuration and LOS mapping guidance on complex use cases
Serve as an escalation point for Implementation Consultants and implementing customers, resolving technical and workflow challenges
Lead discovery and solution design sessions on pricing and loan data, mapping and translations, and data workflows
Collaborate with Product and Engineering to surface customer needs and influence roadmap priorities
Develop and maintain advanced playbooks, guides, and configuration standards for team-wide use
Mentor teammates and support training to strengthen collective expertise
Identify systemic risks or gaps in implementations and drive scalable solution
Serve as a trusted advisor to customers, guiding them through platform capabilities, best practices, and strategic configurations aligned with their business needs
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

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.

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