Back to jobs
New

Inside Sales Account Manager, Comfort

1616 Camden Rd Charlotte, NC 28203

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's HVAC channel team builds and grows a national network of HVAC contractor and dealer partners who offer Palmetto comfort plans to homeowners. The team operates across five field CAM territories and an inside sales channel, driving partner activation, financing volume, and new-to-program (NTP) counts through hands-on relationship management and a performance coaching model. Inside sales is the primary channel for partner markets outside the five field territories, managing a national book of accounts remotely. Our goal is to make it simple for HVAC contractors to offer best-in-class financing that helps homeowners upgrade their systems, improve comfort, and lower energy costs.

Location

This position will be based in Charlotte, NC.

Reporting

This position will report to the SVP, Head of HVAC & Heat Pump.

Summary of Role 

The Inside Sales Account Manager, Comfort manages and grows an assigned portfolio of HVAC contractor and dealer partner accounts. Reporting to SVP, Head of HVAC & Heat Pump, this role drives partner engagement, activates new accounts, grows financing volume, and generates NTPs (New to Program) the first funded projects that confirm a newly onboarded partner is actively selling. This is the inside channel complement to Palmetto's five field CAM territories, covering partner markets without a dedicated field rep.

Strategic & Tactical

  • Own a portfolio of HVAC contractor and dealer partner accounts across geographic markets not covered by a field CAM territory.
  • Build strong relationships with business owners, sales managers, and key decision-makers through regular outbound calls, emails, and virtual meetings.
  • Serve as the primary point of contact for Palmetto's comfort plans, financing programs, and partner support.
  • Follow up with newly onboarded partners to drive activation 
  • Identify barriers to adoption and build action plans to increase utilization.
  • Develop strategies to grow comfort plan financing penetration within existing accounts.
  • Identify upsell and cross-sell opportunities across Palmetto's product and program portfolio.
  • Monitor account health and proactively re-engage dormant or underperforming partners.
  • Achieve monthly and quarterly goals for NTP count, partner activation rate, application volume, funded projects, and active partner rate.
  • Maintain accurate forecasting and pipeline management in Salesforce.
  • Conduct virtual partner training on the Palmetto Comfort Plan financing products, and current promotional programs.
  • Provide partner feedback to improve products, processes, and the overall partner experience.

Qualifications

  • 3+ years of inside sales, account management, customer success, or business development experience.
  • Experience managing a book of business or customer portfolio.
  • Strong consultative selling and relationship-building skills.
  • Excellent verbal and written communication.
  • Self-motivated with strong organizational and time-management skills.
  • Experience using Salesforce or a comparable CRM platform.
  • Experience in HVAC, home services, or a related trades contractor channel is a plus.
  • Familiarity with comfort plans, subscription-based home services, or recurring revenue models is a plus.
  • Experience working within a dealer or contractor certification program (e.g., LightReach Certified or similar) is a plus.
  • Experience selling financing, fintech, or embedded financial products to SMBs 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

Create a Job Alert

Interested in building your career at Palmetto Clean Technology? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

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

Select...
Select...
Please note that this position requires working in the office four days per week in our Charlotte HQ (Monday–Thursday). Are you able to accommodate this schedule? *
Select...
Select...

U.S. Standard Demographic Questions

We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process.
Select...
Select...
Select...
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.