Relationship Specialist (Southeast)

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions.

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.

Responsibilities

• Support EPC partner requests via email ticketing, chat support, and other mechanisms.
• Manage all queues and action areas within the financial portal to ensure smooth transactions for partners, removing friction and blockers.
• Provide 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 and expectations, building relationships.
• Surface global insights from EPC partner requests and interactions to leadership, identifying opportunities to improve products and partner experience.
• Collaborate with regional relationship managers to implement strategies and initiatives driving EPC engagement, including pipeline reviews.
• Foster strong relationships with the regional LightReach Pro Relationship Manager to drive cohesive regional strategy.

Requirements

• 3+ years of experience in Product Operations, Customer Service, Account Management Support, or Sales Fulfillment.
• Knowledge of the construction or solar industry 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 ability 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 change quickly.
• Proficiency in Google Suite, Slack, Intercom, and chat support systems.
• Familiarity with AI tools and platforms.

Qualifications

• BS/BA preferred.

Benefits

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

Location

This position will be based in the Southeast region (Florida, Georgia, North Carolina, South Carolina, Virginia, West Virginia).

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