Inside Sales Account Manager, Comfort

Palmetto Clean Technology•Charlotte, NC

13d

About The Position

The Inside Sales Account Manager, Comfort manages and grows an assigned portfolio of HVAC contractor and dealer partner accounts across markets not covered by Palmetto’s five field CAM territories. The role drives partner engagement, activates new accounts, increases financing volume, and generates New to Program (NTP) funded projects that confirm newly onboarded partners are actively selling. It serves as the inside-channel complement to Palmetto’s field territories, managing a national book of accounts remotely. This position is based in Charlotte, NC and reports to the SVP, Head of HVAC & Heat Pump.

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 skills.
Self-motivated with strong organizational and time-management skills.
Experience using Salesforce or a comparable CRM platform.
Successful completion of a background check is required.

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 SMBs.

Responsibilities

Own a portfolio of HVAC contractor and dealer partner accounts across geographic markets not covered by a field CAM territory.
Build relationships with business owners, sales managers, and key decision-makers through 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 develop 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 Palmetto Comfort Plan financing products and current promotional programs.
Provide partner feedback to improve products, processes, and the overall partner experience.