Implementation Consultant- LOS Mapping & Data Expert

Polly•Dallas, TX

59d•Hybrid

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!

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

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

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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