Implementation Consultant – LOS Mapping, Data Expert
Polly
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
- Preferred: Project management skills to support structured approach to data mapping efforts in implementation
- Preferred: 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 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
software implementationsLOS mappingdata workflowsconfiguration standardsdata mappingtroubleshootingfield configurationbusiness rulescustom objectsdata discrepancies
Soft skills
customer successproblem solvingrisk mitigationcommunicationinfluencing stakeholdersmentoringcollaborationguiding customerstrainingidentifying risks