91 Relationship Manager Jobs in Chicago, IL
Palmetto is Hiring a Relationship Manager Near Chicago, IL
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 RolePalmetto 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.
LocationCandidates must be located in the Chicago area and willing to travel onsite periodically 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.
- 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
- 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
- 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
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Job Summary
Full Time
Building Construction
$86k-115k (estimate)
06/08/2024
07/06/2024
palmettocorp.com
ATLANTA, GA
25 - 50
2014
$10M - $50M
Building Construction
Related Companies
About Palmetto
Palmetto Corp is a construction company based out of 100 Kensington Blvd # 801, Bluffton, South Carolina, United States.
The job skills required for Relationship Manager include Coaching, Customer Service, Leadership, Product Knowledge, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Manager positions, which can be used as a reference in future career path planning. As a Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Manager. You can explore the career advancement for a Relationship Manager below and select your interested title to get hiring information.
If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Relationship Manager job description and responsibilities
Analyzed personal and financial data to deepen current profitable client relationships while providing financial advice and counseling to all bank customers.
03/13/2022: Brownsville, TX
These relationship managers should be made use of for only banking transactions such as draft making, account statement etc.
02/06/2022: Long Beach, CA
Maintaining strong relationships with clients to build trust.
02/17/2022: Chico, CA
Too often a relationship manager fails to really understand the customers' business.
02/24/2022: New London, CT
Relationship Managers are responsible to build client relationships with various business clients and customers.
02/19/2022: Orange, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Relationship Manager jobs
Strong communication and coordination skills are needed for facilitating better relationships with clients and other partners.
12/19/2021: Cheyenne, WY
Complex relationships will be managed, structured, underwrited, negotiated, and secured with es structure, underwrite, negotiate and manage complex credit relationships.
02/15/2022: Alamogordo, NM
They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/12/2022: La Crosse, WI
Get comfortable speaking to people.
02/11/2022: Grand Rapids, MI
Following up with clients and delivering quality service to paid members and working closely to maintain a good rapport with them.
02/14/2022: Columbus, GA
Step 3: View the best colleges and universities for Relationship Manager.
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