Operations Specialist l

Palmetto Clean Technology • Charlotte, NC

4d • Onsite

About The Position

The Platform Operations I role is critical to the success of the LightReach Platform, managing the underwriting and technical document processing surrounding Palmetto’s financial products, as well as providing installer support to ensure smooth intake surrounding all financial product transactions. Additionally, the role is responsible for frontline knowledge base management, communications management, and compliance monitoring. The role is at the forefront of installer support and ecosystem management.

Requirements

• Minimum 2+ years of experience in a customer, tech, or sales support role
• You’ve got a passion for servant leadership, willing to support frontline sales reps and team members to successfully transact on the Palmetto financial product platform.
• You maintain a high level of emotional intelligence, able to navigate through stressful situations in a tactful manner.
• You work well in a fast paced, computer-oriented environment, and are an excellent conversational writer
• You are proficient in web-browser hotkeys/shortcuts, and have a high typing speed of at least 40 words per minute.
• Employment is contingent upon the successful completion of a background check.

Nice To Haves

• Knowledge of solar, HVAC, or geothermal industries a plus
• Spanish speaker is a plus

Responsibilities

• Support EPC partner requests via intercom mechanisms, removing friction and blockers to any transactions.
• Be the primary driver of Capital Markets Operations infrastructure, including knowledge base resources, internal & external communications, support systems, best practices, etc.
• Manage all queues & action areas within the financial portal to ensure smooth transactions.
• Provide consultative service to transaction partners.
• Coordinate with internal colleagues to smooth out any friction points or blockers relating to milestones.
• Provide coaching and training transaction partners & sales reps.
• Maintain datasets on frontline support activity to drive improvement in the quality of the product.
• Surface platform improvements to attack common problems observed. Assist in the continuous evaluation and improvement of internal processes and help build systems that meet current and future company service expansions.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees