Revenue Operations Specialist (Sales & Onboarding)

Palmetto Clean Technology•Charlotte, NC

8h•Onsite

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. Department Description Palmetto Home 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. Location This position will be based in Charlotte, NC. Reporting This position will report into the Senior Manager, Revenue Operations. Summary of Role The Revenue Operations Specialist, Comfort focuses on operational readiness within our new product channels. Reporting to the Senior Manager, Revenue Operations, this role moves newly signed HVAC, Heat Pump, and Home Electrification partners to a "ready-to-sell" status quickly and consistently. The goal is to shorten time to “ready to sell” and eliminate field time spent on logistics. Strategic & Tactical Process enrollment paperwork and ensure all legal/compliance documentation is complete for new HVAC and Home Electrification partners. Own Salesforce account setup, ensuring clean contact data, correct role assignments, and accurate hierarchy mapping. Coordinate and ensure the completion of standard onboarding steps. Serve as the primary administrative problem-solver to keep Channel Account Managers (CAMs) focused on relationship building. Coordinate effectively with internal teams including a dotted line relationship with the onboarding and compliance team to ensure smooth handoffs. As required, develop and manage partner onboarding and implementation programs.

Requirements

3+ years of experience in sales coordination, onboarding, or operational support.
Strong interpersonal and relationship building skills.
Superior communication skills – both oral and written.
High attention to detail and proficiency in CRM management (Salesforce preferred).
Employment is contingent upon the successful completion of a background check.

Nice To Haves

Exposure to the HVAC/Heat Pump and Home Electrification industry is a plus.

Responsibilities

Process enrollment paperwork and ensure all legal/compliance documentation is complete for new HVAC and Home Electrification partners.
Own Salesforce account setup, ensuring clean contact data, correct role assignments, and accurate hierarchy mapping.
Coordinate and ensure the completion of standard onboarding steps.
Serve as the primary administrative problem-solver to keep Channel Account Managers (CAMs) focused on relationship building.
Coordinate effectively with internal teams including a dotted line relationship with the onboarding and compliance team to ensure smooth handoffs.
As required, develop and manage partner onboarding and implementation programs.