Palmetto
Energy • Finance
Palmetto is a company that offers comprehensive solar energy solutions for residential properties. It provides various solar services including design, financing, installation, maintenance, and energy system management. Palmetto aims to make clean energy accessible with its solar feasibility modeling platform and offers flexible payment options like solar lease, purchase, and subscription plans. The company prides itself on exceptional customer service and social impact, helping homeowners to manage their energy consumption efficiently while reducing their environmental footprint.
Account Operations Specialist
Job not on LinkedIn
October 27
🇺🇸 United States – Remote
💵 $76.5k - $90k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚙️ Operations
🦅 H1B Visa Sponsor
Palmetto
Energy • Finance
Palmetto is a company that offers comprehensive solar energy solutions for residential properties. It provides various solar services including design, financing, installation, maintenance, and energy system management. Palmetto aims to make clean energy accessible with its solar feasibility modeling platform and offers flexible payment options like solar lease, purchase, and subscription plans. The company prides itself on exceptional customer service and social impact, helping homeowners to manage their energy consumption efficiently while reducing their environmental footprint.
📋 Description
• Monitor, track, and manage aging customer accounts to ensure timely resolution • Creative problem solving that provides Palmetto with access to project’s PTO status (not submitted, submitted, etc) • Analyze aging reports and identify trends or discrepancies • Work cross-functionally with accounting, finance, relationship management, sales, and customer success teams to address overdue accounts • Develop and implement strategies to reduce outstanding timelines • Prepare regular reports and updates for senior management on pipeline status • Drive recommendations on partner offboarding and sales shutoff for problem partners • Serve as the primary point of contact for partner accounting inquiries, ensuring timely and accurate responses • Investigate and resolve discrepancies related to invoices, payments, and account reconciliations • Assist partners with understanding financial statements, billing issues, and payment processes • Collaborate with internal teams to enhance partner experience and optimize financial workflows through process recommendations • Maintain accurate documentation of partner interactions and resolutions
🎯 Requirements
• Bachelors degree • 3+ years of experience in account operations, financial management, or a similar role • Proficiency in Excel, and data analysis tools and/or financial reporting systems • Excellent problem-solving and analytical skills • Strong communication and interpersonal abilities to collaborate with internal teams and external
🏖️ Benefits
• unlimited PTO • medical coverage • dental coverage • vision coverage • paid parental leave • retirement plans • comprehensive benefits package
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