Operations Specialist l
Palmetto Clean TechCharlotte, North Carolina
Full Time
Posted March 26, 2026
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Job Description
The Platform Operations I role involves managing underwriting and document processing for Palmetto's financial products, supporting installer transactions, and ensuring smooth ecosystem operations within the renewable energy financing platform.
Key Responsibilities
- Manage underwriting and technical document processing for Palmetto's financial products.
- Provide installer support to ensure smooth transaction intake and resolve friction points.
- Maintain and update knowledge base resources and manage communications related to platform operations.
- Monitor compliance and support system infrastructure for capital markets operations.
- Coordinate with internal teams and transaction partners to facilitate transactions and address blockers.
- Train and coach sales representatives and transaction partners on platform use and processes.
- Track frontline support activity data to identify areas for product and process improvements.
- Identify and surface platform enhancements to resolve common issues and improve user experience.
Requirements
- Minimum 2 years of experience in a customer, tech, or sales support role.
- Knowledge of solar, HVAC, or geothermal industries is a plus.
- Proficiency in web-browser hotkeys shortcuts.
- High typing speed of at least 40 words per minute.
- Employment is contingent upon the successful completion of a background check.
Benefits & Perks
Unlimited PTO
Medical, dental, and vision coverage
Paid parental leave
Retirement plans
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