Revenue Operations Specialist (Sales & Onboarding)

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 Home 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.

Reporting

This position will report into the Senior Manager Revenue Operations.

Summary of Role

The Revenue Operations Specialist Comfort focuses on operational readiness within our new product channels. Reporting to the Senior Manager Revenue Operations this role moves newly signed HVAC Heat Pump and Home Electrification partners to a ready-to-sell status quickly and consistently. The goal is to shorten time to ready to sell and eliminate field time spent on logistics.

Strategic & Tactical

• Process enrollment paperwork and ensure all legal/compliance documentation is complete for new HVAC and Home Electrification partners.
• Own Salesforce account setup ensuring clean contact data correct role assignments and accurate hierarchy mapping.
• Coordinate and ensure the completion of standard onboarding steps.
• Serve as the primary administrative problem-solver to keep Channel Account Managers (CAMs) focused on relationship building.
• Coordinate effectively with internal teams including a dotted line relationship with the onboarding and compliance team to ensure smooth handoffs.
• As required develop and manage partner onboarding and implementation programs.

Qualifications

• 3 years of experience in sales coordination onboarding or operational support.
• Exposure to the HVAC/Heat Pump and Home Electrification industry is a plus.
• Strong interpersonal and relationship building skills.
• Superior communication skills both oral and written.
• High attention to detail and proficiency in CRM management (Salesforce 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.

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