Senior Finance Operations Specialist

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 Financial Operations Specialist role interacts daily with Palmetto customers customer delegates such as realtors and our CX departments. Responsibilities include owning customer lease/PPA reassignments processing UCC1 termination requests and ensuring a positive customer experience. This person should have strong communication skills a desire to exceed customer expectations and strong problem solving and critical thinking skills. The ability to identify and resolve gaps in the current process is paramount to success in the role!

If youre organized a great communicator and analytically focused this role is a great fit for you!

About You!

• Passionate about problem solving and you excel at finding solutions to unstructured issues while achieving success in a structured environment.
• You love to innovate. Bureaucracy and red tape are simply opportunities to get creative and find solutions!
• You can tackle the macro and micro and focus on individual issues with an eye on the overall financial health of your business!

Success Defined

• Reassignment completion within 7 business days
• Positive customer reviews
• Low customer complaints related to reassignments
• Clear and easily understood process for customers

Strategic/Tactical Responsibilities

• Own our customer lease/PPA reassignment process:
• Service transfers for customers who are moving from their home from previous homeowner to the new homeowner including credit check of new customer billing account set up and completion of transfer contract
• Prepayments by providing payment quotes accepting payments updating billing account and providing documentation of prepayment to customer
• Buyouts for customers who are moving (or 5 years after agreement starts) including providing buyout quote accepting payment updating billing account and completion of contract
• Process UCC1 temporary termination requests and related questions
• Escalate issues to management
• Ensure proper documentation in Salesforce and clear communication with CX department

Required Background and Skills

• 24 years experience in a role demonstrating strategic thinking and problem solving
• Salesforce experience preferred
• BS/BA preferred
• Enjoy working in a fastpaced and rapidly changing environment
• Good computer skills (G Suite Microsoft)
• Ability to work alone or in a team
• Outstanding attention to detail
• Good collaboration and communication skills
• Strong analytical and strategic thinking skills
• Excellent organizational and time management skills
• Knowledge of 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: Experience:

Senior IC