Senior Implementation Consultant - job 1 of 2

As a Senior Implementation Consultant at Polly, your responsibilities revolve around leading technical platform implementations and utilizing project management tools to manage the workflow. You will gather client requirements, configure solutions accordingly, and provide guidance on best practices tailored to Polly's products. Your role will also involve collaborating with stakeholders, managing multiple projects, and ensuring a high level of customer satisfaction throughout the implementation cycle.

To become a Senior Implementation Consultant at Polly, candidates should have 5+ years of experience in software implementation and consulting, with at least 1-2 years in capital markets or the secondary mortgage market, and 3-5 years in mortgage experience. Additionally, having strong technical skills and familiarity with tools like Excel, alongside excellent communication skills and attention to detail, is crucial.

The work environment for a Senior Implementation Consultant at Polly is dynamic and innovative, allowing for flexibility with a hybrid model that requires being in the office three times a week at our locations in San Francisco or Dallas. This setting promotes collaboration among teams and engagement with senior leadership, providing solid professional growth opportunities.

In the role of Senior Implementation Consultant at Polly, you will directly influence customer success by ensuring a seamless implementation of our solutions and facilitating training for end-users. Your consultative approach will align customer business processes with Polly’s offerings, leading to optimized operations and improved user satisfaction—essential goals for a customer-centric company like Polly.

Polly stands out as an attractive company for a Senior Implementation Consultant due to its commitment to transforming the mortgage industry while offering substantial career advancement opportunities, competitive salaries, and comprehensive employee benefits. Join a company founded by industry experts where your work genuinely makes an impact on an evolving market.

In your response, share specific projects you've led, outlining your role, the technologies used, challenges faced, and the outcomes achieved. Be sure to highlight how you aligned the implementation with the client's business needs, showcasing your problem-solving skills.

Discuss your methodical approach to prioritizing tasks, including techniques you use, such as project management tools or frameworks. Emphasize your ability to stay organized under pressure and how you adjust priorities based on project milestones or client requirements.

Explain your approach to gathering client requirements, which could involve direct interviews, surveys, or workshops. Illustrate the importance of thorough documentation and reiterate how you ensure that you're aligning solutions with their business processes.

When answering, detail a specific incident where you encountered a challenge during an implementation. Walk through your thought process and explain how you resolved the issue, demonstrating your technical skills and ability to maintain communication with clients.

Talk about the critical role communication plays in your work, from clearly articulating technical concepts to various stakeholders to maintaining ongoing updates with clients. Providing examples of successful communication strategies will further reinforce your point.

Discuss your experience with various project management tools, such as Asana, Trello, or Microsoft Project, and describe how these tools help you track progress, manage tasks, and ensure team collaboration.

Address your strategies for facilitating user adoption, including training sessions, providing user guides, and ongoing support. Highlight the importance of feedback and adjustments based on user experience to enhance client satisfaction.

Define success from both a technical and client satisfaction perspective, including on-time delivery, staying within budget, meeting or exceeding specifications, and overall client feedback.

Share your methods for staying informed, such as attending webinars, following industry leaders on social media, or participating in professional networks. This shows your passion for continuous learning and industry relevance.

Explain how you foster collaboration across different departments. Give examples of successful cross-team partnerships and how you leverage the diverse skill sets of team members to achieve project goals.