Implementation Consultant – Change Management, Delivery

Polly

full-time

Posted on: 9/3/2025

Origin: • 🇺🇸 United States

✨ AI Apply

Mid-LevelSenior

Cloud

About the role

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

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 experience leading or supporting multiple concurrent SaaS implementations
Has worked in a client-facing role within mortgage tech or financial services
Has configured at least one part of a SaaS product (e.g., rules engine, user roles, integrations, or workflows)
Has led customers through process design or re-engineering as part of technical transformation projects; familiar with change management concepts
Understands the loan origination workflow and familiar with loan programs, products and investors
Preferred: Project Management and Change Management skills
Preferred: Has successfully ramped on a new system or domain within 30–60 days
Preferred: Prior experience mentoring or coaching other implementation consultants