Relationship Manager, HVAC

Palmetto Clean Technology; United States; Remote; USD 50,000 - 90,000; Full time

Job summary

Join a dynamic and innovative company redefining the future of residential energy. As a Relationship Manager, you'll empower home service contractors to adopt and scale a unique leasing program. This role involves training, supporting sales teams, and ensuring a seamless experience for partners. With a focus on collaboration and relationship management, you will play a vital role in driving growth and satisfaction. Enjoy a competitive salary, unlimited PTO, and the chance to make a significant impact in a high-growth environment. If you are passionate about renewable energy and improving homeowner access to modern systems, this opportunity is for you.

Benefits

Unlimited vacation/PTO

Medical coverage

Dental coverage

Vision coverage

Parental leave

Retirement plans

Qualifications

• 3-5 years experience in residential in-home sales preferred.
• Proven ability to train and support sales teams effectively.

Responsibilities

• Onboard contractor partners and train their sales teams.
• Support sales teams through ride-alongs and coaching.

Skills

Residential in-home sales

Training and coaching

Relationship building

Problem-solving

Presentation skills

Education

High School Diploma

Bachelor's Degree

Tools

CRM software

Digital sales enablement tools

Job description

Recognized by Forbes as one of the fastest-growing private companies in the United States, Palmetto believes that choosing to source clean energy from renewable resources like solar power should be a right, not a privilege. As such, we connect homeowners with renewable energy options such as solar power and energy storage systems. Through our marketplace business model, we empower solar sales professionals and solar installation companies with access to our proprietary design platform, financing, customer management system, logistics, and project management. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our industry-leading Net Promoter Score.

Our employees are our most valuable resource. Palmetto has a promote-from-within culture for talent development. We offer excellent benefits such as unlimited vacation/PTO, medical, dental, and vision coverage, parental leave, and retirement plans.

Department Description

Palmetto Finance is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform, financing, customer management system, and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and is prepared to continue growth.

Location: Remote with frequent travel to partner locations
Team: Palmetto LightReach – Strategy & Growth
Reports to: Director of Strategic Accounts

About This Role

The Relationship Manager is a partner-facing role focused on helping home service contractors adopt and scale Palmetto’s LightReach lease program. You will be responsible for onboarding contractor partners, training their sales teams, and supporting successful in-home sales adoption.

This role is ideal for someone who has worked in residential in-home sales and understands how homeowners make decisions around major home upgrades. You should be confident leading live sales trainings, coaching front-line sales professionals, and providing ongoing field support.

While experience in the HVAC industry is strongly preferred, we’re open to candidates with a proven ability to train, support, and influence residential sales teams in related trades such as Plumbing, Electrical, Generators, or Roofing.

Key Responsibilities

• Serve as the primary point of contact for assigned contractor partners across residential home services trades.
• Lead on-site and virtual trainings for sales reps on how to position, present, and close the LightReach lease in the home.
• Collaborate with Sales and General Managers to drive alignment and adoption at the leadership level.
• Support sales teams through ride-alongs, objection handling, and in-home pitch coaching.
• Monitor lease activity, adoption rates, and engagement metrics; proactively address friction points.
• Partner with internal teams to refine tools, resources, and partner support processes.
• Gather field-level feedback to inform platform improvements and partner enablement content.
  Ensure a high level of professionalism and partner satisfaction across every touchpoint.
  
  

Success Metrics

• Grow lease adoption and transaction volume among assigned partner accounts.
• Improve frontline sales team confidence and accuracy in presenting the lease.
• Shorten time-to-productivity for new contractor partners.
• Increase partner satisfaction through proactive relationship management.
  
  

Required Experience

• 3–5 years of experience in residential in-home sales (HVAC, plumbing, electrical, generators, roofing, or similar)
• 2–4 years in a partner-facing or field enablement role (Sales Trainer, Territory Manager, Manufacturer Rep, etc.)
• Demonstrated ability to train and coach salespeople in person and virtually
• Experience working with or for contractor businesses in the home services industry
• Strong presentation, relationship-building, and problem-solving skills
• Willingness to travel up to 75% regionally/nationally
• HVAC experience strongly preferred, but not required if candidate brings relevant field training expertise
• Confident, engaging communicator who builds trust quickly
• Adaptable and energized by a fast-paced, evolving environment
• Passionate about improving how homeowners access modern home systems
• Collaborative, solutions-oriented, and able to work independently in the field
• Comfortable using CRM and digital sales enablement tools
  
  
• Be part of a high-growth company redefining the future of residential energy and comfort
• Help scale a first-of-its-kind leasing platform across multiple trades
• Collaborate with a dynamic, mission-driven team
• Competitive salary, unlimited PTO, full benefits, and opportunity for advancement
  
  

Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.

Interested in building your career at Palmetto Clean Technology? Get future opportunities sent straight to your email.

Accepted file types: pdf, doc, docx, txt, rtf

LinkedIn Profile

Will you now or in the future require visa sponsorship * Select...

Select...

Are you a current or former employee of Palmetto? * Select...

U.S. Standard Demographic Questions

We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process.

How would you describe your gender identity? Select...

How would you describe your racial/ethnic background? Select...

How would you describe your sexual orientation? Select...

Do you identify as transgender? Select...

Do you have a disability or chronic condition (physical, visual, auditory, cognitive, mental, emotional, or other) that substantially limits one or more of your major life activities, including mobility, communication (seeing, hearing, speaking), and learning? Select...

Are you a veteran or active member of the United States Armed Forces? Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Palmetto Clean Technology’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305

Page 1 of 1

OMB Control Number 1250-0005

Expires 04/30/2026

Voluntary Self-Identification of Disability

Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026
Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

• Alcohol or other substance use disorder (not currently using drugs illegally)
• Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
• Blind or low vision
• Cancer (past or present)
• Cardiovascular or heart disease
• Celiac disease
• Cerebral palsy
• Deaf or serious difficulty hearing
• Diabetes
• Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
• Epilepsy or other seizure disorder
• Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
• Intellectual or developmental disability
• Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
• Missing limbs or partially missing limbs
• Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
• Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
• Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
• Partial or complete paralysis (any cause)
• Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
• Short stature (dwarfism)
• Traumatic brain injury

Disability Status Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

By checking this box, I consent to Palmetto Clean Technology collecting, storing, and processing my responses to the demographic data surveys above.