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Account Operations 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 Capital is a branch of Palmetto focused on the democratization of the renewable energy and HVAC industries. We provide homeowners with financial products to benefit from solar power, energy storage systems, and home efficiency through advanced heating and cooling technologies. We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing, customer management system, and milestone quality control system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption.

 

Location

This position will be based in Charleston, SC.

 

Summary of Role 

We are seeking a highly organized and detail-oriented Account Operations Specialist. This role will focus on managing  LightReach Installers aging Install not PTOd  pipeline and assisting with partner accounting inquiries to ensure accurate and timely financial processing. The ideal candidate will possess strong analytical skills, problem-solving abilities, and a proactive approach to improving operational efficiency.

 

Strategic & Tactical

Aging Pipeline Management

  • Monitor, track, and manage aging customer accounts to ensure timely resolution 
  • Creative problem solving that provides Palmetto with access to project’s PTO status (not submitted, submitted, etc)
  • Analyze aging reports and identify trends or discrepancies
  • Work cross-functionally with accounting, finance, relationship management, sales, and customer success teams to address overdue accounts
  • Develop and implement strategies to reduce outstanding timelines
  • Prepare regular reports and updates for senior management on pipeline status
  • Drive recommendations on partner offboarding and sales shutoff for problem partners

Partner Accounting Support

  • Serve as the primary point of contact for partner accounting inquiries, ensuring timely and accurate responses
  • Investigate and resolve discrepancies related to invoices, payments, and account reconciliations
  • Assist partners with understanding financial statements, billing issues, and payment processes
  • Collaborate with internal teams to enhance partner experience and optimize financial workflows through process recommendations 
  • Maintain accurate documentation of partner interactions and resolutions

 

Qualifications

  • Bachelors degree
  • 3+ years of experience in account operations, financial management, or a similar role
  • Proficiency in Excel, and data analysis tools and/or financial reporting systems  
  • Excellent problem-solving and analytical skills
  • Strong communication and interpersonal abilities to collaborate with internal teams and external

 

 

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

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