Relationship Specialist (Southeast)

Summary

Palmetto is a clean technology company providing software, financial products, and services that support renewable energy and whole-home electrification. The Relationship Specialist will manage support and processing operations for financial products serving small and medium-sized EPCs, provide direct partner support, and collaborate with Relationship Managers to improve partner engagement and experience.

Responsibilities

• Support EPC partner requests via email ticketing, chat support, mechanisms
• Manage all queues & action areas within the financial portal to ensure smooth transactions for partners, and remove friction and blockers to any transactions
• Provide coaching and training transactions to EPC partners & sales reps
• Assist in the continuous evaluation and improvement of internal processes and help build systems that meet current and future company service expansions
• Work closely with the regional Relationship Manager to understand partner needs and expectations, and begin to build relationships
• Surfacing global insights from EPC partner requests and interactions to LightReach Leadership and proactively identify opportunities to improve our product and partner experience
• Work with regional relationship managers in implementing regional strategies and initiatives to drive EPC engagement, including pipeline reviews
• Foster a strong relationship with the regional Lightreach Pro Relationship manager, driving cohesive regional strategy

Skills

• Strong verbal and written communication skills, and a passion for building and nurturing relationships
• Excellent interpersonal and relationship building skills that improve collaboration and drives mutual success
• Strong problem solving abilities, with the ability to analyze data, spot trends, and develop creative solutions to challenges
• Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
• Proficiency in Google Suite, slack, intercom, chat support systems
• Familiarity with AI tools and platforms
• 3+ years of experience in a Product Operations, Customer Service, Account Management Support, or Sales Fulfillment role preferred
• Knowledge of the construction or solar industry preferred
• BS/BA preferred

Qualifications

Must Haves

• Strong verbal and written communication skills, and a passion for building and nurturing relationships
• Excellent interpersonal and relationship building skills that improve collaboration and drives mutual success
• Strong problem solving abilities, with the ability to analyze data, spot trends, and develop creative solutions to challenges
• Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
• Proficiency in Google Suite, slack, intercom, chat support systems
• Familiarity with AI tools and platforms

Nice to Haves

• 3+ years of experience in a Product Operations, Customer Service, Account Management Support, or Sales Fulfillment role preferred
• Knowledge of the construction or solar industry preferred
• BS/BA preferred

Benefits

• Talent development
• Career growth
• Unlimited PTO
• Medical coverage
• Dental coverage
• Vision coverage
• Paid parental leave
• Retirement plans