EPC Partner Relationship Specialist

Palmetto; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Unlimited PTO

Medical coverage

Dental coverage

Vision coverage

Paid parental leave

Retirement plans

Job summary

Palmetto, based in Charlotte, NC, seeks a Relationship Specialist to manage support and processing around Palmetto’s financial products for EPCs, collaborating with the Relationship Manager.

You will handle partner requests via email, chat, and ticketing, keep financial portal queues moving, coach partners, and help improve internal processes in a fast-paced, customer-centric environment.

Qualifications

• 3+ years in Product Operations, Customer Service, Account Management, or Sales Fulfillment.
• Knowledge of construction or solar industry preferred.
• Strong verbal and written communication; relationship building.
• Proficiency with Google Suite, Slack, Intercom, and chat systems.

Responsibilities

• Support EPC partner requests via email, chat, and ticketing systems.
• Manage queues in the financial portal to ensure smooth partner transactions.
• Coach and train EPC partners and sales reps on processes.
• Help evaluate and improve internal processes and tools for service expansion.

Skills

Relationship building

Customer service

Product operations

Communication skills

Data analysis

Google Suite

Slack

Intercom / chat systems

AI tools familiarity

Education

BS/BA preferred

Tools

Google Suite

Slack

Intercom

Chat support systems

Job description

Palmetto, based in Charlotte, NC, seeks a Relationship Specialist to manage support and processing around Palmetto’s financial products for EPCs, collaborating with the Relationship Manager.

You will handle partner requests via email, chat, and ticketing, keep financial portal queues moving, coach partners, and help improve internal processes in a fast-paced, customer-centric environment.