Relationship Specialist

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. We empower 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 impact—without compromising value. Our employees are our most valuable resource, fostering a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work.

About the Role

The Relationship Specialist will manage the support and processing ecosystem around Palmetto’s financial products for small and medium-sized EPCs, providing direct support to partners while collaborating closely with the Relationship Manager. This position will be based in the Arizona or Nevada areas and report to the Senior Relationship Manager.

Responsibilities

• Provide strategic and tactical product operations support for EPC partner requests via email, ticketing, chat, and other mechanisms.
• Manage all queues and action areas within the financial portal to ensure smooth transactions for partners, removing friction and blockers.
• Deliver coaching and training to EPC partners and sales reps.
• Assist in the continuous evaluation and improvement of internal processes to meet current and future company service expansions.
• Work closely with the regional Relationship Manager to understand partner needs, build relationships, and surface insights to leadership.
• Proactively identify opportunities to improve products and partner experience based on EPC interactions.
• Collaborate with regional relationship managers to implement strategies and initiatives driving EPC engagement, including pipeline reviews.
• Foster strong relationships with regional LightReach Pro Relationship managers to drive cohesive regional strategy.

Requirements

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

Benefits

• Unlimited PTO.
• Comprehensive medical, dental, and vision coverage.
• Paid parental leave.
• Retirement plans.

Employment is contingent upon the successful completion of a background check.