Account Operations Specialist

Company Description

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners businesses and entrepreneurs to adopt renewable energy through simple scalable and innovative solutions. Operating at the intersection of B2B and D2C we offer software financial products and services that drive real environmental impactwithout compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.

Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development career growth and purpose-driven work. Palmetto offers a comprehensive benefits packageincluding unlimited PTO medical dental and vision coverage paid parental leave retirement plans and moreso you can have it all both personally and professionally. Palmetto prioritizes people planet and profitbacked by a culture that values collaboration impact and balance. Join us in building a brighter cleaner world.

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 Charlotte NC.

Summary of Role

We are seeking a highly organized and detail-oriented Account Operations Specialist. This role will focus on managing LightReach Installers pipeline and assisting with partner accounting inquiries to ensure accurate and timely financial processing. The ideal candidate will possess strong analytical skills problem-solving abilities and a proactive approach to improving operational efficiency.

Strategic & Tactical

Aging Pipeline Management

• Monitor track and manage aging customer accounts to ensure timely resolution
• Creative problem solving that provides Palmetto with access to projects PTO status (not submitted submitted etc)
• Analyze aging reports and identify trends or discrepancies
• Work cross-functionally with accounting finance relationship management sales and customer success teams to address overdue accounts
• Develop and implement strategies to reduce outstanding timelines
• Prepare regular reports and updates for senior management on pipeline status
• Drive recommendations on partner offboarding and sales shutoff for problem partners

Partner Accounting Support

• Serve as the primary point of contact for partner accounting inquiries ensuring timely and accurate responses
• Investigate and resolve discrepancies related to invoices payments and account reconciliations
• Assist partners with understanding financial statements billing issues and payment processes
• Collaborate with internal teams to enhance partner experience and optimize financial workflows through process recommendations
• Maintain accurate documentation of partner interactions and resolutions

Qualifications

• Bachelors degree
• 3 years of experience in account operations financial management or a similar role
• Proficiency in Excel and data analysis tools and/or financial reporting systems
• Excellent problem-solving and analytical skills
• Strong communication and interpersonal abilities to collaborate with internal teams and external

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.

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