Inside HVAC Partner Growth & Financing Manager

Palmetto-Clean-Technology; Charlotte (NC); On-site; USD 85,000 - 110,000; Full time

Job summary

Palmetto is looking for an Inside Sales Account Manager, Comfort based in Charlotte, NC. You will manage a portfolio of HVAC contractor and dealer partner accounts, drive financing volume, and activate new partners through proactive outreach and ongoing support.

The role focuses on growing the Comfort Plan program and expanding the partner network nationwide. You will report to the SVP, Head of HVAC & Heat Pump, and collaborate with cross-functional teams to meet monthly and quarterly targets.

Qualifications

• 3+ years of inside sales, account management, customer success, or business development experience.
• Experience managing a book of business or customer portfolio.
• Strong consultative selling and relationship-building skills.

Responsibilities

• Own a portfolio of HVAC contractor and dealer partner accounts across geographic markets not covered by a field CAM territory.
• Build strong relationships with business owners, sales managers, and key decision-makers through regular outbound calls, emails, and virtual meetings.
• Serve as the primary contact for Palmetto's comfort plans, financing programs, and partner support.
• Follow up with newly onboarded partners to drive activation.
• Identify barriers to adoption and build action plans to increase utilization.
• Monitor account health and re-engage dormant or underperforming partners.

Skills

Inside sales

Account management

Customer success

Communication

CRM Salesforce

Tools

Salesforce

Job description

Palmetto is looking for an Inside Sales Account Manager, Comfort based in Charlotte, NC. You will manage a portfolio of HVAC contractor and dealer partner accounts, drive financing volume, and activate new partners through proactive outreach and ongoing support.

The role focuses on growing the Comfort Plan program and expanding the partner network nationwide. You will report to the SVP, Head of HVAC & Heat Pump, and collaborate with cross-functional teams to meet monthly and quarterly targets.