Relationship Specialist (Southeast)

Palmetto; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Unlimited PTO

Medical coverage

Dental coverage

Vision coverage

Paid parental leave

Retirement plans

Job summary

Palmetto, based in Charlotte, NC, seeks a Relationship Specialist to manage support and processing around Palmetto’s financial products for EPCs, collaborating with the Relationship Manager.

You will handle partner requests via email, chat, and ticketing, keep financial portal queues moving, coach partners, and help improve internal processes in a fast-paced, customer-centric environment.

Qualifications

• 3+ years in Product Operations, Customer Service, Account Management, or Sales Fulfillment.
• Knowledge of construction or solar industry preferred.
• Strong verbal and written communication; relationship building.
• Proficiency with Google Suite, Slack, Intercom, and chat systems.

Responsibilities

• Support EPC partner requests via email, chat, and ticketing systems.
• Manage queues in the financial portal to ensure smooth partner transactions.
• Coach and train EPC partners and sales reps on processes.
• Help evaluate and improve internal processes and tools for service expansion.

Skills

Relationship building

Customer service

Product operations

Communication skills

Data analysis

Google Suite

Slack

Intercom / chat systems

AI tools familiarity

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

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 Southeast region (Florida, Georgia, North Carolina, South Carolina, Virginia, West Virginia).

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 challengesHighly 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