Financial Operations Specialist
Palmetto Clean TechnologyRemote
Full Time
Posted March 27, 2026
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Job Description
The Financial Operations Specialist is responsible for managing customer lease and PPA reassignments, processing buyouts and prepayments, handling UCC-1 termination requests, and ensuring a positive customer experience through effective communication and problem-solving in a fast-paced environment.
Key Responsibilities
- Own customer lease PPA reassignment process, including credit checks, billing setup, and transfer contract completion
- Manage service transfers for customers moving homes, including credit checks, billing updates, and contract transfers
- Process prepayments by providing quotes, accepting payments, updating billing accounts, and documenting prepayments
- Handle buyouts for customers moving or after five years of agreement, including providing quotes, accepting payments, 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
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