Relationship Specialist, West Coast
Palmetto Clean TechRemote
Full Time
Posted March 4, 2026
Solar Energy
Remote
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Job Description
The Relationship Specialist supports and manages the ecosystem around Palmetto's financial products for small and medium-sized EPCs, providing partner support, training, and relationship management to enhance partner experience and drive engagement.
Key Responsibilities
- Manage support and processing of Palmetto's financial products for EPC partners through email, chat, and portal queues.
- Ensure smooth transactions by removing friction and resolving blockers within the financial portal.
- Provide coaching and training to EPC sales representatives on transactions and processes.
- Collaborate with regional Relationship Managers to understand partner needs and build relationships.
- Surface insights from partner interactions to leadership and identify opportunities for product and process improvements.
Requirements
- Three years of experience in a Product Operations, Customer Service, or Account Management Support role preferred.
- Bachelor’s Degree 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.
- Knowledge of the construction or solar industry required.
- Employment is contingent upon the successful completion of a background check.
Benefits & Perks
Compensation/salary range not specified
Work schedule not specified
Remote work based on the West Coast
Unlimited PTO
Medical, dental, and vision coverage
Paid parental leave
Retirement plans
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