Relationship Specialist: EPC Partners & Product Ops

Palmetto; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Palmetto is a leading clean tech company enabling the transition to a clean energy future. The Relationship Specialist will support Palmetto’s financial products for EPC partners, manage ticketing and portal transactions, and coach partners and sales teams to ensure smooth operations.

This role reports to the Senior Relationship Manager and sits within Palmetto Capital in the Southeast US. The ideal candidate has 3+ years in product operations or customer-facing roles, strong communication, and

Qualifications

• 3+ years of experience 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 passion.
• Excellent interpersonal skills that improve collaboration and mutual success.

Responsibilities

• Manage EPC partner requests via email ticketing, chat support, and mechanisms.
• Handle queues and action areas 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 for future expansion.
• Collaborate with the regional Relationship Manager to understand partner needs and expectations, and build relationships.

Skills

3+ years exp in ops/sales support

Strong communication

Relationship-building

Data analysis

Fast-paced environment

Education

BS/BA preferred

Tools

Google Suite

Slack

Intercom

Chat support systems

AI tools

Job description

Palmetto is a leading clean tech company enabling the transition to a clean energy future. The Relationship Specialist will support Palmetto’s financial products for EPC partners, manage ticketing and portal transactions, and coach partners and sales teams to ensure smooth operations.

This role reports to the Senior Relationship Manager and sits within Palmetto Capital in the Southeast US. The ideal candidate has 3+ years in product operations or customer-facing roles, strong communication, and