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Palmetto is a clean tech company accelerating the transition to renewable energy and home electrification. Palmetto Capital, a division focused on financing and democratizing solar, HVAC, and energy storage, is seeking a Relationship Specialist to support its partner ecosystem in the Southeast region (Florida, Georgia, North Carolina, South Carolina, Virginia, West Virginia).
Reporting to the Senior Relationship Manager, you will manage the support and processing ecosystem for Palmetto's financial products serving small and medium-sized EPCs (Energy Performance Contractors). Your responsibilities span product operations and account management.
Product Operations: You will handle EPC partner requests via email, chat, and ticketing systems; manage queues and action items within the financial portal to ensure smooth transactions and remove friction; provide coaching and training to partners and sales representatives; and contribute to continuous process improvement and system development.
Account & Relationship Management: You will collaborate with the regional Relationship Manager to understand partner needs and build relationships; surface insights from partner interactions to leadership to identify product and experience improvements; implement regional strategies and initiatives to drive EPC engagement; and foster strong coordination with regional relationship managers.
You bring 3+ years of experience in Product Operations, Customer Service, Account Management Support, or Sales Fulfillment. Knowledge of construction or solar industries is preferred. You have strong verbal and written communication skills, excellent interpersonal abilities, and a passion for building relationships. You excel at problem-solving, analyzing data, spotting trends, and developing creative solutions. You thrive in fast-paced, customer-centric environments where priorities shift quickly. You are proficient in Google Suite, Slack, Intercom, and chat support systems, and familiar with AI tools and platforms. A BA/BS is preferred.
