Polly · 3 months ago
Head of Professional Services
Dallas, TX
Full-time
Hybrid
Director/Executive
10+ years expPolly is a pioneering company in mortgage capital markets technology, seeking a Head of Professional Services to lead and mentor a growing team. The role involves overseeing customer implementations, driving continuous improvement, and representing Polly's Professional Services capabilities in sales cycles.
Big DataComputerEnterprise SoftwareFinancial ServicesFinTech
Responsibilities
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
Qualification
Required
10+ years of professional services experience with a developed expertise in implementation
10+ years of experience in Customer Implementations, with at least 5 years in a leadership role and 4+ years in B2B SaaS
Experience working with complex, highly technical products with the ability to translate customer needs to realized value
Must have adjacent experience working with 100% wallet share system (system of record)
Proven track record in a key customer-implementation role during major scale-up phases (e.g., ARR growth from ~$10M → $50M+ → $100M+) and grew the customer base from fewer than 50 to 100 to 200 to 500 in a builder role
Demonstrated ability to build, lead, manage, and inspire high-performing teams
Strong track record of mentoring and developing top talent into future leaders
Brings operational rigor and an in-the-trenches leadership style, balancing vision with flawless execution
Embodies an 80/20 mindset with a proven ability to 'build the rocket ship while flying it'
Recent examples of building scalable infrastructure, systematizing customer processes, optimizing tech stacks, implementing repeatable playbooks, and creating a unified customer experience
Preferred
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
Benefits
100% paid medical/vision/dental/disability/life insurance
Flexible vacation
Company
Polly
Polly is a revolutionary, end-to-end capital markets ecosystem that lenders trust to optimize performance and maximize profitability.
51-200 employees
H1B Sponsorship
Polly has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (1)
Funding
Current Stage
Growth StageTotal Funding
$77MKey Investors
8VCMenlo Ventures
2024-09-10Series Unknown· $25M
2022-01-26Series B· $37M
2021-03-25Series A· $15M
Leadership Team
Parvesh Sahi
Advisory Board Member
Recent News
MenloVentures
2025-12-31
HousingWire.com
2025-10-18
GlobalFinTechSeries
2025-05-17
Company data provided by crunchbase