Director of Professional Services
San Francisco, CA / Dallas, TX
Professional Services /
Full-time /
Hybrid
Who you are:
You have 10+ years of professional services experience with a developed expertise in implementation and are looking for your next challenge in a hyper-growth, fast-paced, industry disrupting, SaaS company. You are excited to work with emerging technologies and modern tech stack with a collaborative team, where you will have a direct impact on the customer experience.
If so, keep reading and apply today!
What you’ll do:
- Lead and mentor a growing team of project managers, implementation consultants, and professional services professionals ensuring their successful onboarding and autonomy in running customer implementations
- Represent Polly by conducting a handful of key strategic customer implementations on an ongoing basis
- Assist the sales organization in representing Polly’s Professional Services capabilities in sales cycles and in pricing, contracting discussions
- Accurately represent project portfolio status and risks to the rest of Polly; identify paths to keep projects moving forward per schedule and with high customer satisfaction
- Drive a spirit of continuous improvement within the Professional Services organization and throughout Polly to identify novel approaches to speeding customer time to value, improving processes, and increasing effectiveness
- Willing to lead large-scale, strategic implementations directly
What you have:
- Experience leading and growing professional services teams in a high-growth start-up environment
- Track record of successful implementations of complex, rules-engine based SaaS software across multiple enterprise accounts
- Expertise in the mortgage capital markets function, preferably with software serving the space such as Optimal Blue, Lender Price, Encompass, MCT, MIAC and other similar applications
- Passion for learning new technologies and processes and sharing them with your team, customers, and partners
- Ability to multitask with a demanding customer base, assisting your team with development and growth while also running a handful of implementations
Extras you bring to the table:
- Technical aptitude; this is not a technical role, but a general understanding of SaaS-to-SaaS integration practices including APIs, XML is helpful
- Experience working with mortgage loan origination systems, mortgage point of sale systems
- Experience building and supporting a partner network of 3rd party implementers
- Ability to implement self-service implementation strategies
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
Let's get to know each other.
Polly has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable product, pricing, and eligibility (PPE) engine and first-of-its-kind Polly/™ AI platform, empower the nation's top banks, credit unions, and mortgage lenders to increase profitability, automate workflows, and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer, Polly is committed to driving meaningful value and ROI through best-in-class innovation that enables unlimited configurability, flexibility, granularity, and scalability. Polly was founded by a seasoned team of mortgage capital markets and technology experts and is headquartered in San Francisco, California. Recognized as a pioneer in mortgage capital markets, as well as in culture and career development, Polly was named to Forbes' America's Best Startup Employers in 2025. This evaluation was based on three key criteria: Employer Reputation, Employee Satisfaction, and Company Growth.
To learn more, follow Polly on LinkedIn or visit www.polly.io. Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, national origin, religion, sex, gender identity, sexual orientation, marital status, pregnancy status, disability status, veteran status, or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Beware of recruitment scams impersonating the Polly brand or our employees. Our team communicates only through official Polly channels, and we will never ask for sensitive information over text or conduct text-only interviews. If you are ever suspicious or in doubt, reach out to us directly at peopleteam@polly.io. We care deeply about this network and your experience.
