Back to jobs

Relationship Manager

Remote

Company Description

Recognized by Forbes as one of the fastest-growing private companies in the United States, Palmetto believes that choosing to source clean energy from renewable resources like solar power should be a right, not a privilege. As such, we connect homeowners with renewable energy options such as solar power and energy storage systems. Through our marketplace business model, we empower solar sales professionals and solar installation companies with access to our proprietary design platform, financing, customer management system, logistics, and project management. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our industry-leading Net Promoter Score.

Our employees are our most valuable resource. Palmetto has a promote-from-within culture for talent development. We offer excellent benefits such as unlimited vacation/PTO, medical, dental, and vision coverage, parental leave, and retirement plans.

Summary of Role

Palmetto Finance is a branch of Palmetto focused on the democratization of the renewable energy industry through financial products. We provide homeowners with financial products that help them benefit from solar power, home efficiency products and energy storage systems. We empower solar and storage companies with access to our proprietary platform, financing, customer management system and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and prepared to continue growth.

 

The Relationship Manager role is critical to the success of the Palmetto Finance Platform, managing the support and processing ecosystem surrounding Palmetto’s financial products.

 

The Relationship Manager is a servant leader, willing to work directly with stakeholders to ensure smooth processes surrounding all financial product transactions. This role will report to an SVP of Palmetto Finance until the team and platform achieve a critical mass.

 

Location

Candidates must be located in the Midwest and/or willing to travel onsite quarterly to clients.

 

About You!

  • You work well in a fast-paced environment and are nimble to adapt to new challenges.
  • You are a professional communicator and able to navigate high-pressure conversations
  • You enjoy communicating internally and externally and are flexible with limited, occasional travel for key partners as necessary.
  • Ability to ruthlessly identify issues and prioritize the highest ROI/ROT
  • You thrive in a partner-facing role and are an advocate for solutions that drive partner successes
  • You are the face of the LightReach financial product with Certified Installers
  • You are knowledgeable in solar financing and milestone requirements in general.
  • You’ve got a passion for servant leadership, willing to support frontline sales partners and team members to successfully transact on the Palmetto financial product platform.

 

Success Defined

  • Scale/grow Certified Installers % of LightReach TPO volume
  • Support Certified Installer pipeline progression from NTP to M2 (System Activation)
  • Able to conduct live trainings and provide end-to-end guidance On The LightReach platform EPC platform
  • Timely and professional responsiveness to Certified Developer leadership
  • Accurate guidance and coaching of sales reps and partners relative to PPA/Lease parameters, milestones, etc.
  • Consistent accuracy & attention to detail on communication & file notation

 

Strategic/Tactical Responsibilities

  • Become a LightReach portal and financial product expert… Ready and able to answer any question thrown your way!
  • Establish and maintain regular cadence of communication and execution of deliverables with Certified Installer leaders and reps (we win by delivering ensuring our partners are heard!)
  • Coordinate and prioritize with internal colleagues to smooth out any friction points or blockers relating to milestones, platform functionality, or LightReach product knowledge
  • Drive continuous evaluation and improvement of external partner resources (Intercom), internal processes (Guru) and help build systems that meet current and future company service expansions.
  • Provide coaching and training for Certified Installer sales reps on LightReach products and portal
  • Seek constant improvement in the quality of Palmetto’s product and customer experience through consolidated feedback
  • Maintain familiarity with third party proposal platforms that LightReach is integrated into (Solo, Enerflo, etc)
  • Support rep resolutions on any escalations in Intercom as necessary

 

Qualifications

  • Minimum 4-6 years of experience in a customer, tech, or sales support role
  • Minimum 2-4 years experience in a sales-partner-facing role
  • BS/BA Preferred
  • Ability to travel onsite to clients periodically with a reliable transportation method
  • Preferred experience with interpreting data reports to streamline workflows
  • Enjoys working in a fast-paced rapidly changing environment
  • Customer service mindset
  • Problem solver
  • Excellent communicator, both written and verbal
  • Knowledge of the construction or solar industry preferred
  • Spanish speaker is a plus

 

Employment is contingent upon the successful completion of a background check.

Equal Employment Opportunity

Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.

 

For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Palmetto Clean Technology’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.