Relationship Manager, Northeast

Palmetto Clean Technology

1d•Remote

About The Position

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all. 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. Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy and HVAC industries. We provide homeowners with financial products to benefit from solar power, energy storage systems, and home efficiency through advanced heating and cooling technologies. We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing, customer management system, and milestone quality control system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. The Relationship Manager role is critical to the success of the Palmetto Finance Platform, managing the support and processing ecosystem surrounding Palmetto’s financial products. The Relationship Manager is a servant leader, willing to work directly with stakeholders to ensure smooth processes surrounding all financial product transactions.

Requirements

Minimum 4-6 years of experience in a customer, tech, or sales support role
Minimum 2-4 year experience in a sales-partner-facing role
BS/BA Preferred
Enjoys working in a fast-paced rapidly changing environment
Willingness to travel in region up to 50%
Customer service mindset
Problem solver
Attention to detail
Strong computer skills
Ability to work independently as well as in a team
Excellent communicator, both written and verbal
Knowledge of the construction or solar industry preferred

Nice To Haves

Preferred experience with interpreting data reports to streamline workflows
Spanish speaker is a plus

Responsibilities

Become a LightReach portal and financial product expert, ready and able to answer any question thrown your way
Establish and maintain regular cadence of communication and execution of deliverables with Certified Installer leaders and reps (we win by delivering ensuring our partners are heard!)
Proactively visit key partners onsite to build and maintain strong relationships, fostering trust and collaboration
Coordinate and prioritize with internal colleagues to smooth out any friction points or blockers relating to milestones, platform functionality, or LightReach product knowledge
Drive continuous evaluation and improvement of external partner resources (Intercom), internal processes (Guru) and help build systems that meet current and future company service expansions.
Provide coaching and training for Certified Installer sales reps on LightReach products and portal
Seek constant improvement in the quality of Palmetto’s product and customer experience through consolidated feedback
Maintain familiarity with third party proposal platforms that LightReach is integrated into (Solo, Aurora, Solargraf, Enerflo, etc)
Ability to deliver in person sales trainings on LightReach processes and competitive positioning in the region
Strategic business planning & forecasting activities with EPC partners
Competitive market knowledge and LightReach positioning
Support rep resolutions on any escalations in Intercom as necessary