Trainer, Professional Services
San Francisco, CA / Dallas, TX
Professional Services /
Full-time /
Hybrid
Who You Are:
You have 3+ years of corporate trainer experience under your belt 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.
Does this sound like you? If so, keep reading and apply today!
What You'll Do:
- Deliver high-quality onboarding and training sessions for clients and internal teams, both virtually and in-person, including ongoing education such as webinars and workshops.
- Translate client questions, challenges, and workflows into clear, actionable training content tailored to their needs.
- Provide expert guidance on industry-specific processes, LOS, PPE, and mortgage-related workflows.
- Collaborate with internal teams (product, support, and sales) to ensure training aligns with current platform capabilities and updates.
- Support a white-glove client experience that ensures adoption, satisfaction, and long-term retention.
- Occasionally travel to client sites for hands-on training and engagement sessions.
- Continuously refine training materials and sessions based on client feedback and evolving product features.
What You Have:
- Strong experience as a corporate or client trainer, ideally in SaaS or fintech.
- Deep domain expertise in mortgage, LOS, PPE, or closely related industry products.
- Exceptional communication skills, both written and verbal, with the ability to translate complex technical or industry concepts for diverse audiences.
- Experience designing and delivering client-focused, high-touch training programs.
- Strong analytical and problem-solving skills to adapt training to client-specific scenarios.
Extras you bring to the table:
- Passion for creating world-class onboarding and training experiences.
- Ability to gather and synthesize client feedback to improve training programs and materials.
- Comfort working in a fast-paced, agile environment with evolving priorities.
Why Join Polly?
- High Bar of Talent: Polly consistently performs in the top quartile of start-up companies, and we consider the people of Polly the engine helping us achieve success. Many candidates choose Polly because of the collaborative, smart, and fun people that work here. We strive to hire the best to continue to raise that bar, and <5% of those that enter the interview process are presented with an offer.
- Disruptive Mission: Mortgage capital markets is historically an under-innovated space; Polly is committed to changing that. Our purpose-built platform has reimagined and reinvented the way that our lender customers operate. We are seeking passionate and driven builders who are not interested in accepting the status quo.
- Individual Impact & Growth: Every day, the Polly team doesn’t just work—they contribute to our overarching mission. Individual impact is highly visible and everyone’s voice matters. You will have exposure to every level of leadership, cross-functional teams, and impactful projects, giving you a unique opportunity to build and hone your skills.
- 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 (remote available for this role, hybrid strongly preferred), driving forward-thinking solutions and fostering teamwork.
Employee 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 Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco.
Let's get to know each other.
Polly has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable product, pricing, and eligibility (PPE) engine and first-of-its-kind Polly/™ AI platform, empower the nation's top banks, credit unions, and mortgage lenders to increase profitability, automate workflows, and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer, Polly is committed to driving meaningful value and ROI through best-in-class innovation that enables unlimited configurability, flexibility, granularity, and scalability. Polly was founded by a seasoned team of mortgage capital markets and technology experts and is headquartered in San Francisco, California. Recognized as a pioneer in mortgage capital markets, as well as in culture and career development, Polly was named to Forbes' America's Best Startup Employers in 2025. This evaluation was based on three key criteria: Employer Reputation, Employee Satisfaction, and Company Growth.
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 the Polly brand or our 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@polly.io. We care deeply about this network and your experience.
