Account Operations Specialist
Palmetto Clean TechnologyLocation not specified
Full Time
Posted February 18, 2026
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Job Description
The role involves supporting extension request processing, queue management, and partner accounting inquiries within a fast-paced environment, focusing on accuracy, documentation validation, and system updates to ensure efficient account operations in the renewable energy industry.
Key Responsibilities
- Process and validate partner extension requests according to SOPs and escalation guidelines
- Manage queues and update extension statuses within system tools
- Support partner accounting inquiries by investigating discrepancies and resolving issues
- Maintain accurate documentation of partner interactions and resolutions
- Ensure SLA compliance for extension review and response timelines
Requirements
- Bachelor's degree preferred
- At least 2 years of experience in account operations, financial management, or a similar role
- Experience in solar or utility industries strongly required
- Proficiency in Excel, and data analysis tools and/or financial reporting systems
- Excellent problem-solving and analytical skills
- Strong communication and interpersonal abilities to collaborate with internal teams and external partners
- Ability to support extension request processing, including validating documentation completeness and compliance with extension criteria
- Ability to categorize extension reasons such as Utility, AHJ, Service, Partner Delay, Other
- Ability to update extension status and decisions in system tools including Intercom, CRM, and trackers
- Maintain SLA compliance for extension review and response timelines
- Escalate non-standard or repeat-extension cases to onshore Account Operations leadership
- Serve as the primary point of contact for partner accounting inquiries, ensuring timely and accurate responses
- Investigate and resolve discrepancies related to invoices, payments, and account reconciliations
- Assist partners with understanding financial statements, billing issues, and payment processes
- Collaborate with internal teams to enhance partner experience and optimize financial workflows through process recommendations
- Maintain accurate documentation of partner interactions and resolutions
- 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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