Relationship Specialist
Relationship Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Company Description
Recognized by Forbes as one of the fastestgrowing 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 industryleading Net Promoter Score.
Our employees are our most valuable resource. Palmetto has a promotefromwithin 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 Palmettos 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.
Account & Relationship Management
- 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.
Qualifications
- 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 fastpaced rapidly changing environment
- Highly motivated and able to thrive in a fastpaced customercentric 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
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/privacypolicy
Required Experience:
Unclear Seniority
Employment Type
Full Time
