Revenue Operations Specialist Sales Onboarding
Palmetto Clean TechnologyCharlotte, North Carolina
Full Time
Posted March 25, 2026
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Application opens on company website
Job Description
The Revenue Operations Specialist, Comfort supports the onboarding and operational readiness of new HVAC, Heat Pump, and Home Electrification partners by managing administrative tasks, ensuring compliance, and coordinating internal teams to facilitate quick and efficient partner setup.
Key Responsibilities
- Move new HVAC, Heat Pump, and Home Electrification partners to a ready-to-sell status efficiently
- Process enrollment paperwork and ensure legal compliance documentation is complete for new partners
- Manage Salesforce account setup, including contact data, role assignments, and hierarchy mapping
- Coordinate onboarding steps and standard procedures for new partners
- Serve as the primary administrative problem-solver to support Channel Account Managers
- Collaborate with internal teams, including onboarding and compliance, to ensure smooth partner onboarding
- Develop and manage partner onboarding and implementation programs
Requirements
- Minimum of 3 years of experience in sales coordination, onboarding, or operational support.
- Exposure to the HVAC Heat Pump and Home Electrification industry is a plus.
- Strong interpersonal and relationship building skills.
- Superior communication skills both oral and written.
- High attention to detail.
- Proficiency in CRM management, with Salesforce experience 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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