What are the responsibilities and job description for the Relationship Specialist position at Palmetto?
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
The Relationship Specialist will be responsible for managing the support and processing ecosystem around Palmetto’s financial products for small and medium sized EPCs, providing direct support to partners, while collaborating closely with the Relationship Manager. The Relationship Specialist reports to the VP, Business Development & Account Development with dotted line reporting to the Director, Head Financial Product Operations.
Strategic & Tactical
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
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
The Relationship Specialist will be responsible for managing the support and processing ecosystem around Palmetto’s financial products for small and medium sized EPCs, providing direct support to partners, while collaborating closely with the Relationship Manager. The Relationship Specialist reports to the VP, Business Development & Account Development with dotted line reporting to the Director, Head Financial Product Operations.
Strategic & Tactical
- 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.
- 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.
- 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
