Operations Specialist I

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.

The Operations Specialist role is critical to the success of the LightReach Platform managing the support and processing ecosystem surrounding Palmettos financial products.

The Operations Specialist will work directly with internal stakeholders and support partners to ensure smooth processes surrounding all financial product transactions. The role is at the forefront of product operations underwriting product marketing and compliance systems.

Location and Hours:

• Charleston SC or Charlotte NC (Full time)
• Monday Friday: 9AM 6PM EST

About You!

• You work well in a fast paced computeroriented environment.
• You have a background or are otherwise knowledgeable about solar and clean tech in general.
• Youve got a passion for servant leadership willing to support frontline sales reps and team members to successfully transact on the Palmetto financial product platform.
• You maintain a high level of emotional intelligence able to navigate through stressful situations in a tactful manner.

Success Defined

• Consultative Support: 95 Support requests responded to within 2 minutes with high quality . Accurate guidance and coaching of sales members relative to product parameters milestones etc.
• Underwriting: 95 Underwriting reviews executed & properly dispositioned within 15 min
• Resource Management: Consistent accuracy & attention to detail on training and knowledge base development

Strategic/Tactical Responsibilities

1. Consultative support
2. Underwriting
3. Resource management (knowledge base training content GURU etc)

Required Background and Skills

• BS/BA Preferred
• Preferred experience with interpreting data reports to streamline workflows
• Enjoys working in a fastpaced rapidly changing environment
• Customer service mindset
• Problem solver
• Attention to detail
• Strong computer skills
• Ability to work independently as well as in a team
• Excellent communicator both written and verbal
• Spanish speaker is a plus

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