Revenue Operations Specialist Sales Onboarding
Palmetto Clean TechCharlotte, North Carolina
Full Time
Posted March 25, 2026
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Job Description
The Revenue Operations Specialist, Comfort is responsible for ensuring operational readiness of new HVAC, Heat Pump, and Home Electrification partners by managing onboarding processes, legal compliance, CRM setup, and coordination with internal teams to facilitate quick and efficient partner integration.
Key Responsibilities
- Move newly signed HVAC, Heat Pump, and Home Electrification partners to a ready-to-sell status quickly and consistently
- Process enrollment paperwork and ensure all legal compliance documentation is complete for new partners
- Own Salesforce account setup, including contact data, role assignments, and hierarchy mapping
- Coordinate and complete standard onboarding steps for new partners
- Serve as the primary administrative problem-solver to support Channel Account Managers
- Coordinate with internal teams, including onboarding and compliance, to ensure smooth partner handoffs
- Develop and manage partner onboarding and implementation programs
Requirements
- Minimum of 3 years of experience in sales coordination, onboarding, or operational support.
- Exposure to the HVAC Heat Pump and Home Electrification industry is a plus.
- Strong interpersonal and relationship building skills.
- Superior communication skills both oral and written.
- High attention to detail.
- Proficiency in CRM management, with Salesforce experience 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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