Relationship Manager, SoCal

Palmetto; Charlotte (NC); Remote; USD 75,000 - 95,000; Full time

Benefits offered by this job

Unlimited PTO

Medical, dental, and vision coverage

Paid parental leave

Retirement plans

Job summary

A leading clean tech company is seeking a Relationship Manager to enhance the financial product ecosystem. The ideal candidate will have 4-6 years of relevant experience, excellent communication skills, and a strong customer service mindset. Responsibilities include managing partner relationships and providing training for sales reps. The role requires travel up to 50% in the region. The company offers a comprehensive benefits package and focuses on fostering a culture of growth and collaboration.

Qualifications

• Minimum 4-6 years of experience in a customer, tech, or sales support role.
• Minimum 2-4 years experience in a sales-partner-facing role.
• Willingness to travel in the region up to 50%.
• Knowledge of the construction or solar industry preferred.

Responsibilities

• Manage the support and processing ecosystem surrounding financial products.
• Build and maintain strong relationships with partners.
• Provide coaching and training for Certified Installer sales reps.
• Proactively visit key partners onsite to foster collaboration.

Skills

Customer service mindset

Strong computer skills

Excellent communicator

Problem solver

Attention to detail

Education

BS/BA Preferred

Job description

Join to apply for the Relationship Manager, SoCal role at Palmetto

Location: Remote in Southern California

Company Description

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.

Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.

Department Description

Palmetto Capital focuses on the democratization of the renewable energy and HVAC industries. We provide homeowners with financial products to benefit from solar power, energy storage systems, and home efficiency through advanced heating and cooling technologies. We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing, customer management system, and milestone quality control system. Our #1 focus is delivering a phenomenal experience for our customers and partners.

Job Details

About You: You are a fast-paced, adaptable professional who communicates well, can travel to visit partners onsite, and is a strong advocate for partner successes. You are knowledgeable in solar financing and milestone requirements and can identify objections to win business.

• You work well in a fast-paced environment and are nimble to adapt to new challenges.
• You are a professional communicator and able to navigate high-pressure conversations.
• You enjoy communicating internally and externally and can travel to visit partners onsite to build and strengthen relationships.
• Ability to ruthlessly identify issues and prioritize the highest ROI/ROT.
• You thrive in a partner-facing role and are an advocate for solutions that drive partner successes.
• You are the face of the LightReach financial product with Certified Installers.
• You are knowledgeable in solar financing and milestone requirements in general.
• You’ve got a passion for servant leadership, willing to support frontline sales partners and team members to successfully transact on the Palmetto financial product platform.
• Ability to identify objections to winning the business at an EPC and clearly articulate needs to management.

Summary of Role

The Relationship Manager role is critical to the success of the Palmetto Finance Platform, managing the support and processing ecosystem surrounding Palmetto’s financial products. The Relationship Manager is a servant leader, willing to work directly with stakeholders to ensure smooth processes surrounding all financial product transactions.

Strategic & Tactical

• Become a LightReach portal and financial product expert, ready and able to answer any question thrown your way
• Establish and maintain regular cadence of communication and execution of deliverables with Certified Installer leaders and reps
• Proactively visit key partners onsite to build and maintain strong relationships, fostering trust and collaboration
• Coordinate and prioritize with internal colleagues to smooth out any friction points or blockers relating to milestones, platform functionality, or LightReach product knowledge
• Drive continuous evaluation and improvement of external partner resources (Intercom), internal processes (Guru) and help build systems that meet current and future company service expansions
• Provide coaching and training for Certified Installer sales reps on LightReach products and portal
• Seek constant improvement in the quality of Palmetto’s product and customer experience through consolidated feedback
• Maintain familiarity with third party proposal platforms that LightReach is integrated into (Solo, Aurora, Solargraf, Enerflo, etc)
• Ability to deliver in person sales trainings on LightReach processes and competitive positioning in the region
• Strategic business planning & forecasting activities with EPC partners
• Competitive market knowledge and LightReach positioning
• Support rep resolutions on any escalations in Intercom as necessary

Qualifications

• Minimum 4-6 years of experience in a customer, tech, or sales support role
• Minimum 2-4 year experience in a sales-partner-facing role
• BS/BA Preferred
• Preferred experience with interpreting data reports to streamline workflows
• Enjoys working in a fast-paced rapidly changing environment
• Willingness to travel in region up to 50%
• Customer service mindset
• Problem solver
• Attention to detail
• Strong computer skills
• Ability to work independently as well as in a team
• Excellent communicator, both written and verbal
• Knowledge of the construction or solar industry preferred
• Spanish speaker is a plus

Employment is contingent upon the successful completion of a background check.

Equal Employment Opportunity

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.

For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy