The Platform Operations II role involves managing financial product transactions, supporting installer and partner interactions, and improving internal processes within Palmetto's renewable energy platform to ensure smooth operations and customer satisfaction.
Key Responsibilities
Manage underwriting and technical document processing for 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
Support EPC partners by addressing requests and removing transaction blockers
Monitor and manage queues within the financial portal to ensure efficient processing
Offer consultative support and training to transaction partners and sales reps
Track frontline support activity to identify areas for product and process improvement
Identify and recommend platform enhancements to address common issues
Contribute to the continuous improvement 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 preferred
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
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