Relationship Specialist, CA
Palmetto Clean TechRemote
Full Time
Posted October 25, 2025
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Job Description
The Relationship Specialist manages support and transaction processes for Palmetto's financial products, collaborates with partners and regional managers, and works to improve partner experience and operational efficiency in a fast-paced, customer-centric environment.
Key Responsibilities
- Support and process transactions related to Palmetto's financial products for EPC partners via various communication channels
- Manage queues within the financial portal to ensure smooth partner transactions and resolve blockers
- Provide coaching and training to EPC sales representatives on transaction processes
- Collaborate with the Relationship Manager to understand partner needs and build relationships
- Gather and communicate insights from partner interactions to leadership for product and experience improvements
- Assist in implementing regional strategies to enhance EPC engagement and pipeline development
Requirements
- Three years of experience in a Product Operations, Customer Service, or Account Management Support role preferred
- Bachelor's degree (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 drive mutual success
- Enjoys working in a fast-paced rapidly changing environment
- Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
- Strong problem solving abilities, with the ability to analyze data, spot trends, and develop creative solutions to challenges
- Proficiency in Google Suite, Slack, Intercom, chat support systems
- Ability to work independently and collaboratively in a team environment
- Employment is contingent upon the successful completion of a background check
Benefits & Perks
unlimited PTO
medical coverage
dental coverage
vision coverage
paid parental leave
retirement plans
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