Relationship Manager, HVAC
Relationship Manager, HVAC
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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 Finance is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power home efficiency products and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform financing customer management system and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and is prepared to continue growth.
Location: Charlotte or Charleston office with frequent travel to partner locations
Team: Palmetto LightReach Strategy & Growth
Reports to: Director of Strategic Accounts
About This Role
The Relationship Manager is a partnerfacing role focused on helping home service contractors adopt and scale Palmettos LightReach lease program. You will be responsible for onboarding contractor partners training their sales teams and supporting successful inhome sales adoption.
This role is ideal for someone who has worked in residential inhome sales and understands how homeowners make decisions around major home upgrades. You should be confident leading live sales trainings coaching frontline sales professionals and providing ongoing field support.
While experience in the HVAC industry is strongly preferred were open to candidates with a proven ability to train support and influence residential sales teams in related trades such as Plumbing Electrical Generators or Roofing.
Key Responsibilities
- Serve as the primary point of contact for assigned contractor partners across residential home services trades.
- Lead onsite and virtual trainings for sales reps on how to position present and close the LightReach lease in the home.
- Collaborate with Sales and General Managers to drive alignment and adoption at the leadership level.
- Support sales teams through ridealongs objection handling and inhome pitch coaching.
- Monitor lease activity adoption rates and engagement metrics; proactively address friction points.
- Partner with internal teams to refine tools resources and partner support processes.
- Gather fieldlevel feedback to inform platform improvements and partner enablement content.
Ensure a high level of professionalism and partner satisfaction across every touchpoint.
Success Metrics
- Grow lease adoption and transaction volume among assigned partner accounts.
- Improve frontline sales team confidence and accuracy in presenting the lease.
- Shorten timetoproductivity for new contractor partners.
- Increase partner satisfaction through proactive relationship management.
Required Experience
- 35 years of experience in residential inhome sales (HVAC plumbing electrical generators roofing or similar)
- 24 years in a partnerfacing or field enablement role (Sales Trainer Territory Manager Manufacturer Rep etc.)
- Demonstrated ability to train and coach salespeople in person and virtually
- Experience working with or for contractor businesses in the home services industry
- Strong presentation relationshipbuilding and problemsolving skills
- Willingness to travel up to 75% regionally/nationally
- HVAC experience strongly preferred but not required if candidate brings relevant field training expertise
Ideal Candidate Traits
- Confident engaging communicator who builds trust quickly
- Adaptable and energized by a fastpaced evolving environment
- Passionate about improving how homeowners access modern home systems
- Collaborative solutionsoriented and able to work independently in the field
- Comfortable using CRM and digital sales enablement tools
Why Join Palmetto
- Be part of a highgrowth company redefining the future of residential energy and comfort
- Help scale a firstofitskind leasing platform across multiple trades
- Collaborate with a dynamic missiondriven team
- Competitive salary unlimited PTO full benefits and opportunity for advancement
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.
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Manager
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