Relationship Specialist, West Coast
Palmetto Clean TechnologyRemote
Full Time
Posted March 4, 2026
Solar Energy
Remote
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Application opens on company website
Job Description
The Relationship Specialist is responsible for supporting and managing the ecosystem around Palmetto's financial products, providing direct support to partners, and collaborating with regional managers to enhance partner relationships and streamline transactions in a fast-paced, customer-centric environment.
Key Responsibilities
- Manage support and processing of Palmetto's financial products for EPC partners through email, chat, and portal queues.
- Ensure smooth transactions by removing friction and resolving blockers within the financial portal.
- Provide coaching and training to EPC partners' sales representatives on transactions.
- Collaborate with regional Relationship Managers to understand partner needs and build relationships.
- Surface insights from partner interactions to leadership and identify opportunities for product and partner experience improvements.
- Assist in implementing regional strategies to drive EPC engagement and support pipeline reviews.
- Support continuous evaluation and improvement of internal processes and systems.
Requirements
- Three years of experience in a Product Operations, Customer Service, or Account Management Support role preferred.
- Bachelor’s Degree preferred.
- Strong verbal and written communication skills, and a passion for building and nurturing relationships.
- 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 required.
- Employment is contingent upon the successful completion of a background check.
Benefits & Perks
compensation/salary range not specified
work schedule not specified
remote work based on the West Coast
unlimited PTO
medical, dental, and vision coverage
paid parental leave
retirement plans
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