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Palmetto is a consumer energy platform helping homeowners discover, purchase, finance, install, monitor and manage home energy products and services including solar, battery storage, HVAC, and heat pumps across 30+ states.
The Inside Sales Account Manager, Comfort role manages and grows an assigned portfolio of HVAC contractor and dealer partner accounts. Reporting to the Director of Channel Sales, you will drive partner engagement, activate new accounts, grow financing volume, and generate NTPs (New to Program)—the first funded projects confirming newly onboarded partners are actively selling. This is the inside channel complement to Palmetto's eight field CAM territories, covering partner markets without dedicated field representation.
Key responsibilities include:
- Own a portfolio of HVAC contractor and dealer partner accounts across geographic markets
- Build strong relationships with business owners, sales managers, and key decision-makers through regular outbound calls, emails, and virtual meetings
- Serve as primary point of contact for Palmetto's comfort plans, financing programs, and partner support
- Follow up with newly onboarded partners to drive activation and identify barriers to adoption
- Develop strategies to grow comfort plan financing penetration within existing accounts
- Identify upsell and cross-sell opportunities across Palmetto's product 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 Palmetto Comfort Plan financing products and promotional programs
- Provide partner feedback to improve products, processes, and partner experience
Requirements:
- 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 comparable CRM platform
- Plus: HVAC, home services, or related trades contractor channel experience
- Plus: Familiarity with comfort plans, subscription-based home services, or recurring revenue models
- Plus: Experience with dealer or contractor certification programs
- Plus: Experience selling financing, fintech, or embedded financial products to SMBs
