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Financial Operations Specialist

Remote - United States

Company Description

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all. 

Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.

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 the Philippines.

Summary of Role 

The Financial Operations Specialist role interacts daily with Palmetto customers, customer delegates such as realtors, and our CX departments.  Responsibilities include owning customer lease/PPA reassignments, processing UCC-1 termination requests, and ensuring a positive customer experience. This person should have strong communication skills, a desire to exceed customer expectations, and strong problem solving and critical thinking skills. The ability to identify and resolve gaps in the current process is paramount to success in the role. If you’re organized, a great communicator, and analytically focused, this role is a great fit for you!

Strategic & Tactical

  • Own our customer lease/PPA reassignment process:
    • Service transfers for customers who are moving from their home from previous homeowner to the new homeowner, including credit check of new customer, billing account set up, and completion of transfer contract
    • Prepayments by providing payment quotes, accepting payments, updating billing account, and providing documentation of prepayment to customer
    • Buyouts for customers who are moving (or 5 years after agreement starts), including providing buyout quote, accepting payment, updating billing account, and completion of contract
  • Process UCC-1 temporary termination requests and related questions
  • Escalate issues to management
  • Ensure proper documentation in Salesforce and clear communication with CX department

Qualifications

  • 2-4 years experience in a role demonstrating strategic thinking and problem solving
  • Salesforce experience preferred
  • BS/BA preferred
  • Enjoy working in a fast-paced and rapidly changing environment
  • Good computer skills (G Suite, Microsoft)
  • Ability to work alone or in a team
  • Outstanding attention to detail
  • Good collaboration and communication skills
  • Strong analytical and strategic thinking skills
  • Excellent organizational and time management skills
  • Knowledge of construction or solar industry preferred

 

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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