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Relationship Specialist

1080 Morrison Dr. Suite 130 Charleston, SC 29403

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.

Department Description

Palmetto Finance is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems. We empower solar sales professionals and solar installation 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 is prepared to continue growth.

Location

This role will sit in our Charleston, SC office.

About You!

  • You work well in a fast paced environment, and are nimble to adapt to new challenges. 
  • You’ve got a passion for servant leadership, willing to support frontline sales reps and team members to successfully transact on the Palmetto financial product platform. 
  • You enjoy building meaningful relationships and delivering a best in class partner experience

 

Success Defined

  • Support and grow the SMB channel of partners
  • Accurate guidance and coaching of sales members relative to PPA parameters, milestones, etc. 
  • Consistent accuracy & attention to detail on communication & file notation
  • Scale/grow Certified Installers % of LightReach TPO volume
  • Support Certified Installer pipeline progression from NTP to M2 (System Activation) 
  • Ability to independently lead trainings and provide end-to-end guidance on the LightReach platform



Strategic/Tactical Responsibilities

 

Product Operations

  • Support EPC partner requests via email ticketing, chat support, mechanisms.
  • Manage all queues & action areas within the financial portal to ensure smooth transactions for partners, and remove friction and blockers to any transactions. 
  • Provide coaching and training transactions to EPC partners & sales reps. 
  • Assist in the continuous evaluation and improvement of internal processes and help build systems that meet current and future company service expansions.  

Account & Relationship Management

  • Work closely with the regional  Relationship Manager to understand partner needs and expectations, and begin to build relationships.
  • Surfacing global insights from EPC partner requests and interactions to LightReach Leadership and proactively identify opportunities to improve our product and partner experience.
  • Work with regional relationship managers in implementing regional strategies and initiatives to drive EPC engagement, including pipeline reviews
  • Foster a strong relationship with the regional Lightreach Pro Relationship manager, driving cohesive regional strategy.

Required Background and Skills

  • 3+ years of experience in a Product Operations, Customer Service, or Account Management Support role preferred
  • BS/BA Preferred
  • Strong verbal and written communication skills, and a passion for building and nurturing relationships
  • Excellent interpersonal and relationship building skills that improve collaboration and drives mutual success
  • Enjoys working in a fast-paced rapidly changing environment
  • Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
  • Strong problem solving abilities, with the ability to analyze data, spot trends, and develop creative solutions to challenges
  • Proficiency in Google Suite, slack, intercom, chat support systems
  • Ability to work independently and collaboratively in a team environment
  • Knowledge of the construction or solar industry preferred

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

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