Operations Specialist l
Palmetto Clean TechnologyCharlotte, North Carolina
Full Time
Posted March 26, 2026
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Job Description
The Platform Operations I role involves managing financial product transactions, supporting installer and partner communications, and improving internal processes within Palmetto's renewable energy platform to ensure smooth operations and customer experience.
Key Responsibilities
- Manage underwriting and technical document processing for Palmetto's financial products
- Provide installer support to facilitate smooth financial transactions
- Maintain and update knowledge base resources and support systems
- Coordinate with internal teams to resolve transaction friction points and blockers
- Support EPC partner requests and improve communication channels
- Manage queues within the financial portal to ensure efficient transaction flow
- Offer consultative assistance to transaction partners and sales reps
- Train and coach sales representatives and transaction partners
- Monitor frontline support activity and identify opportunities for platform improvements
- Contribute to the evaluation and enhancement of internal processes and systems
Requirements
- Minimum of 2 years of experience in a customer, tech, or sales support role
- Knowledge of solar, HVAC, or geothermal industries is a plus
- Proficiency in web-browser hotkeys shortcuts
- High typing speed of at least 40 words per minute
- Employment is contingent upon the successful completion of a background check
Benefits & Perks
Compensation/salary range (not specified)
Work schedule (not specified)
Work environment perks: unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans
Additional benefits: comprehensive benefits package, career growth opportunities, purpose-driven work, culture of collaboration and impact
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