Operations Specialist ll
Palmetto Clean TechRemote
Full Time
Posted March 26, 2026
Energy Management
Remote
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Job Description
The Platform Operations II role involves managing financial product transactions, supporting installer and partner communications, and improving internal processes within Palmetto's renewable energy platform to ensure smooth operations and customer satisfaction.
Key Responsibilities
- Manage underwriting and technical document processing for financial products
- Provide installer support to ensure smooth transaction intake
- Maintain and update knowledge base resources and support systems
- Coordinate with internal teams to resolve transaction friction points
- Support EPC partners by addressing requests and removing transaction blockers
- Monitor and manage queues within the financial portal to facilitate transactions
- Offer consultative support and training to transaction partners and sales reps
- Track frontline support activity to identify areas for product improvement
- Identify and surface platform enhancements to address common issues
- Assist in evaluating and improving internal processes for scalability and efficiency
Requirements
- Minimum of 2 years of experience in a customer, tech, or sales support role.
- Knowledge of solar, HVAC, or geothermal industries preferred.
- 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
Compensation/salary range not specified
Work schedule: Monday - Friday, 12PM - 9 PM EST / 9AM - 6 PM PST
Work environment perks: Remote-based position
Additional benefits: Unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans
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