Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Director of Professional Services image - Rise Careers
Job details

Director of Professional Services

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 is transforming the mortgage industry with its modern, data-driven capital markets ecosystem. Banks, credit unions, and mortgage lenders nationwide trust Polly’s revolutionary Product and Pricing Engine (PPE), Loan Trading Exchange, and actionable data and analytics to automate and optimize the entire capital markets value chain, helping their secondary teams operate faster, smarter, and more profitably. Polly was founded in 2019 by a seasoned team of technology and mortgage experts and is headquartered in San Francisco, California. 


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 Polly brand or 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@pollyex.com.  We care deeply about this network and your experience.

Polly Glassdoor Company Review
4.8 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
Polly DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Polly
Polly CEO photo
Unknown name
Approve of CEO

Average salary estimate

$150000 / YEARLY (est.)
min
max
$120000K
$180000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Director of Professional Services, Polly

Are you ready to take on an exciting role as the Director of Professional Services at Polly? With over 10 years of experience in professional services under your belt, this is your opportunity to immerse yourself in a hyper-growth, disruptive SaaS company that's transforming the mortgage industry. At Polly, you'll have the chance to lead and mentor a dynamic team of project managers and implementation consultants, ensuring each member thrives in delivering top-notch customer implementations. Your strategic guidance will be invaluable as you represent Polly in high-profile projects and assist the sales team in showcasing our exceptional Professional Services capabilities. What makes this position special is the focus on continuous improvement—your insights and innovative approaches will streamline customer time to value and boost overall effectiveness within the organization. Although this role isn't purely technical, a grasp of SaaS integrations will enhance your effectiveness. If you have a passion for learning, managing multiple priorities, and achieving great results, Polly wants to hear from you! Join us as we transform the mortgage capital markets with our cutting-edge solutions and create a lasting impact in the industry. We offer competitive salaries, comprehensive benefits, and a flexible vacation policy. Plus, you’ll engage directly with decision-makers in a hybrid work environment that fosters innovation. So, if you’re excited about this opportunity, let’s connect and see how we can work together to revolutionize the way the industry operates!

Frequently Asked Questions (FAQs) for Director of Professional Services Role at Polly
What are the main responsibilities of the Director of Professional Services at Polly?

The Director of Professional Services at Polly is responsible for leading and mentoring a growing team while ensuring successful customer implementations. This role focuses on conducting strategic implementations, collaborating with the sales team on Professional Services offerings, and driving project progress to guarantee high customer satisfaction.

Join Rise to see the full answer
What qualifications are needed for the Director of Professional Services position at Polly?

Candidates for the Director of Professional Services position at Polly should have over 10 years of professional services experience, particularly in SaaS environments. A demonstrated track record in managing complex implementations and a solid understanding of the mortgage capital markets are also critical for success in this role.

Join Rise to see the full answer
How does the Director of Professional Services contribute to customer satisfaction at Polly?

In their role, the Director of Professional Services contributes to customer satisfaction by ensuring timely and effective implementations and mentoring their team. They systematically identify risks and develop innovative processes to enhance customer experience, ultimately helping clients to realize maximum value from Polly's solutions.

Join Rise to see the full answer
What skills are essential for the Director of Professional Services at Polly?

Essential skills for the Director of Professional Services at Polly include strong leadership abilities, project management expertise, and a passion for learning new technologies. Familiarity with SaaS integration practices and excellent multitasking skills in a high-demand environment are also critical to excel in this role.

Join Rise to see the full answer
What makes Polly a unique workplace for a Director of Professional Services?

Polly stands out as a unique workplace because it operates in a trillion-dollar market ripe for innovation and transformation. The experienced leadership team aims to revolutionize the mortgage industry, providing immense opportunities for professional growth and exposure to cutting-edge technologies.

Join Rise to see the full answer
Common Interview Questions for Director of Professional Services
Can you describe your experience with managing professional services teams?

When answering this question, highlight specific leadership roles and discuss how you successfully guided teams, particularly in a high-growth startup context. Providing examples of how you supported team members in their growth or tackled challenges will demonstrate your effective management style.

Join Rise to see the full answer
How do you ensure customer requirements are met during the implementation process?

In your response, emphasize your strategy for communication and collaboration with clients. Discuss the tools and methodologies you use to gather customer requirements and ensure they are reflected accurately during implementations, thereby enhancing customer satisfaction.

Join Rise to see the full answer
What strategies have you used to drive continuous improvement in past roles?

When discussing your strategies for continuous improvement, mention specific examples of processes you have optimized. Describe how you encouraged your teams to innovate and consider customer feedback for enhancing service delivery, resulting in increased efficiency.

Join Rise to see the full answer
How do you handle project risks and keep implementations on track?

Show your problem-solving skills by outlining processes you use to identify and analyze project risks. Talk about proactive measures you take to mitigate these risks and provide examples of how you adjusted project plans to maintain timelines and quality.

Join Rise to see the full answer
What experience do you have with SaaS integrations?

When answering, mention any SaaS integration projects you've led or participated in, even if they were not the main focus of your role. Explain your understanding of SaaS-to-SaaS integrations and how this knowledge can aid in guiding the professional services team at Polly.

Join Rise to see the full answer
Can you give an example of a complex implementation you managed?

Describe a specific implementation project, detailing the challenges faced, your role, and the outcomes achieved. Illustrating your strategic planning, execution, and leadership will showcase your capability to handle complexity effectively.

Join Rise to see the full answer
How do you prioritize tasks when managing multiple projects?

Show your organizational skills by discussing your prioritization framework, such as using project management tools or methodologies. Highlight how you assess project priorities and manage your time effectively to ensure deadlines are met.

Join Rise to see the full answer
What do you find most rewarding about working in professional services?

Share your passion for professional services and the fulfillment you gain from helping clients achieve success. Elaborate on specific instances that reinforced your commitment to the role and how they inspired you to pursue this career path.

Join Rise to see the full answer
How do you handle feedback from your team or clients?

Make sure to explain the importance of feedback in your leadership philosophy. Discuss how you actively encourage an open feedback culture and provide examples of how you’ve successfully turned feedback into actionable improvements.

Join Rise to see the full answer
What do you see as the biggest challenges facing the mortgage industry today?

Research current trends and challenges in the mortgage industry, then share your insights on how these could influence the role of the Director of Professional Services at Polly. Demonstrating your understanding of industry dynamics will leave a positive impression on the interviewers.

Join Rise to see the full answer

Polly's mission is to help capital markets and secondary teams operate smarter, more efficiently, and more profitably with best-in-class, end-to-end technology configured for each of our customers’ unique workflows and business needs.

74 jobs
MATCH
VIEW MATCH
BADGES
Badge ChangemakerBadge Diversity ChampionBadge Future MakerBadge Rapid Growth
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
March 16, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
A
Someone from OH, Lewis Center just viewed 34505367634 - Fraud Analyst at Activate Talent
Photo of the Rise User
Someone from OH, Dublin just viewed Senior Third-Party Risk Analyst at Fenergo
Photo of the Rise User
Someone from OH, Columbus just viewed US Product Designer at Praxent
Photo of the Rise User
Someone from OH, Cleveland just viewed Accounting Co-Op (Part-Time) at Avery Dennison
Photo of the Rise User
121 people applied to Mindset/Life Coach at Upwork
Photo of the Rise User
Someone from OH, North Ridgeville just viewed Product Manager at ShiftCare
Photo of the Rise User
Someone from OH, North Ridgeville just viewed Product Operations at Binance
Photo of the Rise User
Someone from OH, Mentor just viewed Sales & Service Lead - Pinecrest at Alo Yoga