Inside Sales Account Manager

Palmetto Clean Technology•Charlotte, NC

7h•Onsite

About The Position

Palmetto is seeking an Inside Sales Account Manager, Comfort to manage and grow an assigned portfolio of HVAC contractor and dealer partner accounts. This role is crucial for driving partner engagement, activating new accounts, and increasing financing volume. As the inside channel complement to Palmetto's field sales territories, this position will cover partner markets that do not have a dedicated field representative. The ideal candidate will build strong relationships with key decision-makers, serve as the primary point of contact for Palmetto's comfort plans and financing programs, and identify opportunities to grow utilization and penetration within existing accounts. This role requires a self-motivated individual with strong sales and relationship-building skills, experience with CRM platforms, and a proactive approach to account management.

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.