HVAC Partner Growth & Financing Specialist

Palmetto Clean Technology; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Palmetto, based in Charlotte, NC, seeks an Inside Sales Account Manager, Comfort, to manage HVAC contractor and dealer partner accounts. You will drive engagement, activate new accounts, grow financing volume, and generate New-to-Program opportunities the first funded projects.

Reporting to the SVP, Head of HVAC & Heat Pump, you will build relationships with business owners and managers, maintain accurate Salesforce forecasts, and hit monthly and quarterly targets while expanding Palmetto's

Qualifications

• 3+ years in inside sales, account management, customer success, or business development.
• Experience managing a book of business or customer portfolio.
• Strong consultative selling and relationship-building skills.
• Excellent verbal and written communication.
• Self-motivated with strong organizational and time-management skills.
• Experience using Salesforce or a comparable CRM platform.
• Experience in HVAC, home services, or a related trades contractor channel is a plus.
• Familiarity with comfort plans, subscription-based home services, or recurring revenue models is a plus.
• Experience selling financing, fintech, or embedded financial products to SMBs is a plus.

Responsibilities

• Manage a portfolio of HVAC contractor and dealer partner accounts.
• Build relationships with business owners, sales managers, and key decision-makers.
• Serve as the primary contact for Palmetto's comfort plans and financing programs.
• Drive activation and New-To-Program (NTP) opportunities.
• Maintain forecasting and pipeline management in Salesforce.
• Achieve monthly and quarterly goals for NTP count, partner activation rate, and funded projects.

Skills

Inside Sales

Account Management

CRM Familiarity

Tools

Salesforce CRM

Job description

Palmetto, based in Charlotte, NC, seeks an Inside Sales Account Manager, Comfort, to manage HVAC contractor and dealer partner accounts. You will drive engagement, activate new accounts, grow financing volume, and generate New-to-Program opportunities the first funded projects.

Reporting to the SVP, Head of HVAC & Heat Pump, you will build relationships with business owners and managers, maintain accurate Salesforce forecasts, and hit monthly and quarterly targets while expanding Palmetto's