Chief of Staff

Posted 10 Days Ago
Be an Early Applicant
San Francisco, CA
Hybrid
Senior level
Financial Services
The Role
As Chief of Staff, you will partner with the CEO and executive team to define strategic objectives, oversee cross-functional projects, manage reporting and analytics, drive accountability, and improve operational efficiency within the organization.
Summary Generated by Built In

Who you are:


You have 8+ years of experience in a leadership or strategic role, such as Chief of Staff, management consulting, program management, or senior operations 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 Polly’s roadmap.


Does this sound like you? If so, keep reading and apply today!

What you’ll do:

  • Company-wide Planning & Prioritization: Partner with the CEO and broader executive team to define, prioritize, and communicate strategic objectives across the organization. Lead quarterly planning process across teams. Translate high-level goals into actionable plans, ensuring alignment with company objectives. Monitor progress on strategic initiatives, proactively identifying risks, dependencies, and opportunities for improvement. Responsible for ensuring deliverables are executed on time and with high degree of quality; work with the CEO on reporting across overall company deliverables.
  • Strategic Project Management: Oversee high impact cross-functional projects, ensuring clear objectives, timelines, and deliverables. Develop and implement systems to track project progress, facilitate collaboration, and resolve roadblocks. Maintain a pulse on organizational capacity and resource allocation to ensure effective execution.
  • Reporting & Analytics: Establish and manage reporting mechanisms to track progress on strategic initiatives and key performance metrics. Prepare dashboards, reports, and executive-level summaries to provide clear insights into organizational performance. Use data-driven insights to identify trends, recommend actions, and track the impact of initiatives over time. Analyze ROI and impact of new initiatives and products going to market.
  • Driving Accountability: Establish frameworks to measure progress against goals and foster a culture of accountability across teams.Facilitate regular updates to leadership, providing insights into progress, challenges, and recommended actions. Conduct follow-ups to ensure commitments are met and identify areas for improvement.
  • Executive Support: Act as a trusted advisor and thought partner to the executive team, providing insights and recommendations on key decisions. Represent the CEO in meetings, preparing agendas, capturing action items, and ensuring alignment on outcomes.
  • Operational Efficiency: Evaluate and refine internal processes to improve organizational efficiency and effectiveness. Facilitate alignment between leadership and functional teams, ensuring seamless execution of company priorities. Lead initiatives to optimize decision-making and information-sharing across teams.

What you have:

  • Proven track record of managing complex projects, driving cross-functional alignment, and leveraging data for decision-making.
  • Experience in a fast-paced, high-growth environment, preferably within the SaaS or technology industry.
  • Experience working with technical product and engineering teams.
  • Strategic thinker who can also dive into operational details when necessary.
  • Highly adaptable and able to navigate ambiguity with confidence.
  • Results-driven, proactive, and committed to fostering accountability.
  • Collaborative leader with a strong focus on building relationships and driving alignment.

Why join Polly?

  • We are attacking a trillion-dollar market with gross inefficiencies and seeking to transform the way an entire industry operates 
  • We have an experienced leadership team that previously built large and impactful platforms 
  • Outstanding opportunity for professional growth and upward mobility 
  • Direct engagement with the decision makers and senior business leaders 
  • Competitive salaries
  • 100% paid medical/vision/dental/disability/life insurance for full time employees
  • Flexible vacation
  • Hybrid environment; 3x weekly in an innovation hub in San Francisco or Dallas.

Let’s get to know each other.


Polly has revolutionized the mortgage industry with its modern, data-driven capital markets ecosystem. Banks, credit unions, and mortgage lenders nationwide trust Polly’s Product and Pricing Engine (PPE), Loan Trading Exchange, actionable data and analytics, and advanced AI/ML to automate and optimize the entire capital markets value chain, helping their secondary teams operate faster, smarter, and more profitably. Polly was founded in 2019 by a seasoned team of technology and mortgage experts and is headquartered in San Francisco, California.


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.

The Company
HQ: San Francisco, California
145 Employees
Remote Workplace
Year Founded: 2019

What We Do

The secondary market for mortgages accounts for over $1T in annual volume and impacts 20% of GDP. Yet, the pricing and loan trading of mortgages is still often done with antiquated technology, excel spreadsheets, phone calls, and physical paper. Billions of dollars are lost to inefficiency and mistakes.

Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem that includes an advanced Product & Pricing Engine (PPE), Loan Trading Exchange, Analytics Platform, and Partner Platform. Our mission is to help capital markets and secondary teams operate smarter, more efficiently, and more profitably with best-in-class, end-to-end technology that is configured for each of our customers’ unique workflows and business needs.

Polly is based in San Francisco, California. Please visit www.polly.io to learn more.

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