Account Operations Specialist

Palmetto Clean Technology

Location not specified

Full Time

Posted March 19, 2026

Solar Energy

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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 extension requests, ensuring documentation completeness and compliance
Update extension statuses and decisions within system tools
Manage queues and adhere to SLA response timelines
Escalate complex or non-standard cases to leadership
Serve as primary contact for partner accounting inquiries
Investigate and resolve discrepancies related to invoices, payments, and account reconciliations
Assist partners with financial statements, billing issues, and payment processes
Maintain accurate documentation of partner interactions and resolutions

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, queue management, and utility status review within established SOPs and escalation guidelines
Ability to validate documentation completeness and compliance with extension criteria
Ability to update extension status and decisions in system tools such as 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