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Relationship Specialist, CA

Palmetto Clean Technology
Remote
Full Time
Posted October 25, 2025
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Job Description

The Relationship Specialist manages support and transaction processes for Palmetto's financial products, collaborates with partners and regional managers, and helps improve internal systems to ensure a seamless experience for EPC partners in the renewable energy industry.

Key Responsibilities

  • Support and process financial product transactions for EPC partners via various communication channels
  • Manage queues within the financial portal to ensure smooth transactions and resolve blockers
  • Provide coaching and training to EPC sales representatives on transactions
  • Collaborate with Relationship Managers to understand partner needs and build relationships
  • Identify opportunities to improve product and partner experience based on partner interactions
  • Assist in developing and refining internal processes to support service expansion
  • Implement regional strategies to enhance EPC engagement and support partner relationships

Requirements

  • Three years of experience in a Product Operations, Customer Service, or Account Management Support role preferred
  • Bachelor's degree (BS/BA) preferred
  • Strong verbal and written communication skills
  • Excellent interpersonal and relationship building skills that improve collaboration and drive mutual success
  • Enjoys working in a fast-paced rapidly changing environment
  • Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
  • Strong problem solving abilities, with the ability to analyze data, spot trends, and develop creative solutions to challenges
  • Proficiency in Google Suite, Slack, Intercom, chat support systems
  • Ability to work independently and collaboratively in a team environment
  • Knowledge of the construction or solar industry preferred
  • Employment is contingent upon the successful completion of a background check

Benefits & Perks

unlimited PTO
medical coverage
dental coverage
vision coverage
paid parental leave
retirement plans

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