Inside Sales Account Manager, Comfort

Palmetto Clean Technology•Charlotte, NC

8d•Onsite

About The Position

Palmetto is a leading clean tech company dedicated to accelerating the transition to a clean energy future. We offer innovative solutions for homeowners, businesses, and entrepreneurs to adopt renewable energy. Our award-winning technology platform provides software, financial products, and services that drive environmental impact and value. We deliver end-to-end solutions for whole home electrification, making clean energy accessible to everyone. Palmetto fosters a promote-from-within culture that emphasizes talent development, career growth, and purpose-driven work. We offer a comprehensive benefits package, including unlimited PTO, medical, dental, and vision coverage, paid parental leave, and retirement plans. Our culture values collaboration, impact, and balance, as we work together to build a brighter, cleaner world.

Requirements

3+ years of inside sales, account management, customer success, or business development experience.
Experience managing a book of business or customer portfolio.
Strong consultative selling and relationship-building skills.
Excellent verbal and written communication.
Self-motivated with strong organizational and time-management skills.
Experience using Salesforce or a comparable CRM platform.
Employment is contingent upon the successful completion of a background check.

Nice To Haves

Experience in HVAC, home services, or a related trades contractor channel is a plus.
Familiarity with comfort plans, subscription-based home services, or recurring revenue models is a plus.
Experience working within a dealer or contractor certification program (e.g., LightReach Certified or similar) is a plus.
Experience selling financing, fintech, or embedded financial products to SMBs is a plus.

Responsibilities

Own a portfolio of HVAC contractor and dealer partner accounts across geographic markets not covered by a field CAM territory.
Build strong relationships with business owners, sales managers, and key decision-makers through regular outbound calls, emails, and virtual meetings.
Serve as the primary point of contact for Palmetto's comfort plans, financing programs, and partner support.
Follow up with newly onboarded partners to drive activation.
Identify barriers to adoption and build action plans to increase utilization.
Develop strategies to grow comfort plan financing penetration within existing accounts.
Identify upsell and cross-sell opportunities across Palmetto's product and program portfolio.
Monitor account health and proactively re-engage dormant or underperforming partners.
Achieve monthly and quarterly goals for NTP count, partner activation rate, application volume, funded projects, and active partner rate.
Maintain accurate forecasting and pipeline management in Salesforce.
Conduct virtual partner training on the Palmetto Comfort Plan financing products, and current promotional programs.
Provide partner feedback to improve products, processes, and the overall partner experience.