Financial Operations Specialist
Palmetto Clean TechnologyLocation not specified
Full Time
Posted November 3, 2025
Apply Now
Application opens on company website
Job Description
The Financial Operations Specialist manages customer lease and PPA reassignments, processes service transfers, prepayments, buyouts, and UCC-1 termination requests, ensuring a positive customer experience through effective communication and problem-solving in a fast-paced environment.
Key Responsibilities
- Own customer lease PPA reassignment process and service transfers, including credit checks, billing setup, and contract completion
- Process prepayments by providing quotes, accepting payments, updating billing accounts, and documenting transactions
- Manage buyout requests for customers moving or after five years of agreement, including providing quotes and completing contracts
- Process UCC-1 temporary termination requests and address related inquiries
- Ensure proper documentation in Salesforce and maintain clear communication with the CX department
Requirements
- 2-4 years experience in a role demonstrating strategic thinking and problem solving
- Salesforce experience preferred
- Bachelor's degree (BS/BA) preferred
- Enjoy working in a fast-paced and rapidly changing environment
- Good computer skills with G Suite and Microsoft Office
- Ability to work alone or in a team
- Outstanding attention to detail
- Good collaboration and communication skills
- Strong analytical and strategic thinking skills
- Excellent organizational and time management skills
- Knowledge of construction or solar industry preferred
- Employment is contingent upon the successful completion of a background check
Benefits & Perks
unlimited PTO
medical, dental, and vision coverage
paid parental leave
retirement plans
Ready to Apply?
Join Palmetto Clean Technology and make an impact in renewable energy
Stay Updated on Sustainability Jobs
Get the latest renewable energy jobs and career tips delivered to your inbox.
Job Alerts
Get notified about new sustainability jobs
More at Palmetto Clean Technology
Jobs in Location not specified
More jobs at Palmetto Clean Technology
Senior Marketing Manager
Palmetto Clean Technology
Charlotte
Full Time
Dec 23
Vice President, Investor Relations
Palmetto Clean Technology
Charlotte
Full Time
Dec 29
HR Generalist
Palmetto Clean Technology
Not specified
Full Time
Jan 2
More jobs in Location not specified
Account Executive APJ
Planet
NEW
Remote
Full Time
13h
Account Executive NATO
Planet
NEW
Remote
Full Time
13h
Account Executive NATO
Planet
NEW
Remote
Full Time
13h