Partner Success & Product Operations Specialist

Palmetto; Charleston (SC); On-site; USD 52,000 - 78,000; Full time

Job summary

Palmetto seeks a Relationship Specialist to support the financial product ecosystem for EPC partners and to collaborate closely with the Senior Relationship Manager. This role centers on delivering proactive partner support, processing transactions, and driving a smooth, scalable partner experience.

Based in the Southeast region, you will manage partner requests, coordinate with regional teams, and help identify opportunities to improve our product and partner experiences while contributing to

Qualifications

• 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.

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.

Skills

Relationship building

Verbal & written communication

Data analysis

Problem solving

Fast-paced environment

AI tools familiarity

Construction or solar industry

Education

BS/BA preferred

Tools

Google Suite

Slack

Intercom

Chat support systems

Job description

Palmetto seeks a Relationship Specialist to support the financial product ecosystem for EPC partners and to collaborate closely with the Senior Relationship Manager. This role centers on delivering proactive partner support, processing transactions, and driving a smooth, scalable partner experience.

Based in the Southeast region, you will manage partner requests, coordinate with regional teams, and help identify opportunities to improve our product and partner experiences while contributing to