Relationship Specialist

Palmetto Clean Technology

1d•Onsite

About The Position

The Relationship Specialist will be responsible for managing the support and processing ecosystem around Palmetto’s financial products for small and medium sized EPCs, providing direct support to partners, while collaborating closely with the Relationship Manager. This role involves supporting EPC partner requests via email ticketing, chat support, and other mechanisms. The specialist will manage all queues and action areas within the financial portal to ensure smooth transactions for partners, removing friction and blockers. They will also provide coaching and training on transactions to EPC partners and sales representatives, and assist in the continuous evaluation and improvement of internal processes. Additionally, the role involves working closely with the regional Relationship Manager to understand partner needs, build relationships, surface global insights to leadership, and proactively identify opportunities to improve the product and partner experience. The specialist will also collaborate with regional relationship managers in implementing regional strategies and initiatives to drive EPC engagement, including pipeline reviews, and foster a strong relationship with the regional Lightreach Pro Relationship manager to drive a cohesive regional strategy.

Requirements

3+ years of experience in a Product Operations, Customer Service, Account Management Support, or Sales Fulfillment role preferred
Knowledge of the construction or solar industry preferred
BS/BA preferred
Strong verbal and written communication skills, and a passion for building and nurturing relationships
Excellent interpersonal and relationship building skills that improve collaboration and drives mutual success
Strong problem solving abilities, with the ability to analyze data, spot trends, and develop creative solutions to challenges
Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
Proficiency in Google Suite, slack, intercom, chat support systems
Familiarity with AI tools and platforms
Employment is contingent upon the successful completion of a background check.

Responsibilities

Support EPC partner requests via email ticketing, chat support, mechanisms.
Manage all queues & action areas within the financial portal to ensure smooth transactions for partners, and remove friction and blockers to any transactions.
Provide coaching and training transactions to EPC partners & sales reps.
Assist in the continuous evaluation and improvement of internal processes and help build systems that meet current and future company service expansions.
Work closely with the regional Relationship Manager to understand partner needs and expectations, and begin to build relationships.
Surfacing global insights from EPC partner requests and interactions to LightReach Leadership and proactively identify opportunities to improve our product and partner experience.
Work with regional relationship managers in implementing regional strategies and initiatives to drive EPC engagement, including pipeline reviews
Foster a strong relationship with the regional Lightreach Pro Relationship manager, driving cohesive regional strategy.