Relationship Manager, Northeast
Palmetto Clean TechRemote
Full Time
Posted May 1, 2026
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Job Description
The Relationship Manager at Palmetto is responsible for supporting and managing partnerships with certified installers, providing training and support for solar financing products, building strong relationships, and ensuring smooth transaction processes to drive partner success and enhance customer experience.
Key Responsibilities
- Manage support and processing ecosystem for Palmetto's financial products
- Establish and maintain communication with Certified Installer partners
- Build and strengthen relationships with key partners through onsite visits
- Coordinate with internal teams to resolve friction points related to milestones and platform functionality
- Provide coaching and training to sales reps on LightReach products and portal usage
- Identify and address objections to business transactions, supporting frontline sales partners
- Deliver in-person sales trainings on LightReach processes and positioning
- Support partner resolutions and escalations via Intercom
- Contribute to strategic planning and forecasting activities with EPC partners
- Continuously evaluate and improve partner resources and internal processes
Requirements
- Minimum 4-6 years of experience in a customer, tech, or sales support role
- Minimum 2-4 years of experience in a sales-partner-facing role
- Bachelor's degree (BS/BA) or equivalent educational qualification
- Experience with interpreting data reports to streamline workflows (preferred)
- Willingness to travel in the region up to 50%
- Ability to work independently as well as in a team
- Excellent written and verbal communication skills
- Strong computer skills
- Customer service mindset
- Problem-solving skills
- Attention to detail
- Ability to adapt quickly in a fast-paced, rapidly changing environment
- Ability to ruthlessly identify issues and prioritize the highest ROI (Return on Investment)
- Ability to build and maintain strong relationships with partners through regular communication and onsite visits
- Experience with third-party proposal platforms such as Solo, Aurora, Solargraf, Enerflo, etc. (familiarity preferred)
- Ability to deliver in-person sales training on LightReach processes and competitive positioning
- Knowledge of the construction or solar industry (preferred)
- Fluency in Spanish (preferred)
Benefits & Perks
Unlimited PTO
Medical, dental, and vision coverage
Paid parental leave
Retirement plans
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