Inside Sales Account Manager

Palmetto Clean Technology•Charlotte, NC

1d•Onsite

About The Position

Palmetto is a consumer energy platform that provides homeowners with a single destination to discover, purchase, finance, install, monitor and manage home energy products and services. By offering one integrated platform across solar, battery storage, HVAC, heat pumps and more, Palmetto helps homeowners make home energy more affordable, reliable and accessible. Today Palmetto serves hundreds of thousands of homeowners, across 30+ states, building the operating infrastructure for the consumer energy transition, one home at a time. 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 package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world. The Inside Sales Account Manager, Comfort manages and grows an assigned portfolio of HVAC contractor and dealer partner accounts. Reporting to Director, Channel Sales, this role drives partner engagement, activates new accounts, grows financing volume, and generates NTPs (New to Program) the first funded projects that confirm a newly onboarded partner is actively selling. This is the inside channel complement to Palmetto's eight field CAM territories, covering partner markets without a dedicated field rep.

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
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.