Inside Sales Account Manager, Comfort

Palmetto Clean Technology•Charlotte, NC

12d•Onsite

About The Position

The Inside Sales Account Manager, Comfort manages and grows an assigned portfolio of HVAC contractor and dealer partner accounts in markets not covered by Palmetto’s five field territories. The role drives partner engagement, activates new accounts, increases financing volume, and generates New to Program (NTP) funded projects that demonstrate a newly onboarded partner is actively selling. It is the inside-sales complement to Palmetto’s field CAM territories and manages a national book of accounts remotely. The account manager builds relationships with partner business owners, sales managers, and other decision-makers through outbound calls, email, and virtual meetings. As the primary contact for Palmetto comfort plans, financing programs, and partner support, the role conducts virtual training, identifies adoption barriers and growth opportunities, manages account health, and supports improvements to the partner experience. The position is based in Charlotte, NC and reports to the SVP, Head of HVAC & Heat Pump.

Requirements

At least 3 years of experience in inside sales, account management, customer success, or business development.
Experience managing a book of business or customer portfolio.
Strong consultative selling and relationship-building skills.
Excellent verbal and written communication skills.
Self-motivation and strong organizational and time-management skills.
Experience using Salesforce or a comparable CRM platform.
Successful completion of a background check is a condition of employment.

Nice To Haves

Experience in HVAC, home services, or a related trades contractor channel.
Familiarity with comfort plans, subscription-based home services, or recurring revenue models.
Experience working within a dealer or contractor certification program, such as LightReach Certified or similar.
Experience selling financing, fintech, or embedded financial products to small and midsize businesses.

Responsibilities

Own a portfolio of HVAC contractor and dealer partner accounts across markets not covered by a field CAM territory.
Build partner relationships through regular outbound calls, emails, and virtual meetings.
Serve as the primary point of contact for Palmetto comfort plans, financing programs, and partner support.
Follow up with newly onboarded partners to drive activation.
Identify adoption barriers and develop action plans to increase program utilization.
Develop strategies to grow comfort plan financing penetration within existing accounts.
Identify upsell and cross-sell opportunities across Palmetto’s products and programs.
Monitor account health and proactively re-engage dormant or underperforming partners.
Meet 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 Palmetto Comfort Plan financing products and current promotional programs.
Provide partner feedback to improve products, processes, and the overall partner experience.