Job description
Who you are:
You have 5+ years of GTM Systems 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:
- Serve as the primary administrator for core CRM and GTM systems (Salesforce Sales Cloud & Service Cloud required).
- Familiarity with Revenue tools (Clari, Gong, ZoomInfo), CPQ/CLM tools (Docusign Document Generator, Ironclad), and marketing automation (HubSpot, Marketo, or Pardot)
- Clear communication and project management skills with the ability to translate business objectives into technical requirements and design solutions that are built to scale.
- Strong data management skills, including data hygiene, reporting, and dashboard creation.
- Understanding of GTM processes cross-functionally to partner with RevOps, Sales, Marketing, and CS stakeholders to gather requirements and translate business needs into system solutions.
- Manage and optimize the GTM tech stack, including user access, roles, permissions, integrations, workflows, and automation to support lead management, pipeline processes, and customer lifecycle operations.
- Develop and maintain dashboards, reports, and analytics to deliver actionable insights, troubleshoot and resolve system issues, and serve as the technical partner for GTM teams.
- Support tool evaluations, technology rollouts, and change management initiatives, while providing training and documentation to ensure effective adoption and usage across Sales, Marketing, and Customer Success.
What You Have:
- 5-7 years of hands-on experience administering CRM and GTM systems, with strong Salesforce expertise preferred.
- Working knowledge of GTM processes across the full revenue funnel (Marketing → Sales → Customer Success).
- Experience with marketing automation (HubSpot, Marketo, or Pardot) and sales engagement tools (Outreach, Salesloft, or similar).
- Familiarity with integrations, APIs, and workflow automation within a multi-system GTM stack.
- Strong data management skills, including data hygiene, reporting, and dashboard creation.
- Ability to balance multiple requests, prioritize effectively, and deliver on deadlines in a fast-paced environment.
- Clear communication skills with the ability to explain technical solutions to non-technical users.
Extras You Bring to the Table:
- Exposure to revenue operations, analytics/BI tools (Looker, Tableau), or project management platforms.
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 % 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, 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.
Interview Process:
- Recruiting Screen - 30 minute 1:1 with a Polly Talent Team Member
- Initial Team Round - 30 minute 1:1 with Polly’s Head of Operations
- Assessment - 45 minute Assessment Presentation
- Post Assessment Rounds (4)- 30 to 45 minute Peer and/or Cross Functional Team Members
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 [email protected]. We care deeply about this network and your experience.
