Operations Specialist ll
Palmetto Clean TechnologyRemote
Full Time
Posted March 26, 2026
Energy Management
Remote
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Application opens on company website
Job Description
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
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