Relationship Specialist (Southwest)

Palmetto; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Palmetto in Phoenix seeks a Relationship Specialist to support our financial products for EPC partners. You will work with the Relationship Manager to deliver smooth transactions, assist partners, and improve service experiences.

Ideal candidates have 3+ years in product operations or customer-facing roles, knowledge of solar or construction, BS/BA, and strong communication. Proficiency with Google Suite, Slack, Intercom, and AI tools is a plus. Background check required.

Qualifications

• 3+ years in Product Operations, Customer Service, Account Management Support, or Sales Fulfillment
• Knowledge of construction or solar industry preferred
• BS/BA preferred
• Strong verbal and written communication skills and relationship-building
• Excellent interpersonal skills and collaboration
• Proficiency with Google Suite, Slack, Intercom, and chat support systems

Responsibilities

• Support EPC partner requests via email, ticketing, chat, and mechanisms
• Manage queues and actions in the financial portal to ensure smooth partner transactions
• Provide coaching and training on transactions to EPC partners and sales reps
• Assist in evaluating and improving internal processes and building scalable systems
• Collaborate with the regional Relationship Manager and LightReach leadership to identify opportunities for product and partner experience improvements

Skills

Relationship-building

Verbal communication

Problem-solving

Fast-paced environment

Google Suite

Slack

Intercom

Chat support systems

Education

BS/BA preferred

Tools

Google Suite

Slack

Intercom

Chat support systems

Job description

Company Description

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. 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 is a branch of Palmetto focused 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 a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption.

Location

This position will be based in the Arizona or Nevada areas.

Reporting

This position will report to the Senior Relationship Manager.

Summary of Role

The Relationship Specialist will be responsible for managing the support and processing ecosystem around Palmetto’s financial products for small and medium sized EPCs, providing direct support to partners, while collaborating closely with the Relationship Manager.

Strategic & Tactical

Product Operations

• 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.

Account & Relationship Management

• 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.

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
• Strong verbal and written communication skills, and a passion for building and nurturing relationships
• Excellent interpersonal and relationship building skills that improve collaboration and drives mutual success
• Strong problem solving abilities, with the ability to analyze data, spot trends, and develop creative solutions to challenges
• Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
• Proficiency in Google Suite, slack, intercom, chat support systems
• Familiarity with AI tools and platforms

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