Relationship Specialist, Florida
Palmetto Clean TechRemote
Full Time
Posted September 8, 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 enhance the partner experience within the renewable energy financing sector.
Key Responsibilities
- Support and process financial product transactions for EPC partners via email, chat, and portal management
- Provide coaching and training to EPC sales representatives on transaction processes
- Collaborate with Relationship Managers to understand partner needs and build relationships
- Identify opportunities to improve product and partner experience based on partner interactions
- Assist in evaluating and improving internal processes to support service expansion
- Manage queues within the financial portal to ensure smooth transactions and remove blockers
- Implement regional strategies to drive EPC engagement and support partner relationships
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
- 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
- Knowledge of the construction or solar industry preferred
- 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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