Trainer, Professional Services

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!

• 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.

• 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.

• 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.

• 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