Customer Billing Escalation Specialist

🔥 25 minutes ago

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Palmetto

WebsiteLinkedInAll Job Openings

201 - 500 employees

⚡ Energy

💸 Finance

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

• Review escalated EPC complaints which can come in through our billing subservicer, CX, or directly to Finance Operations and reach out to EPC to provide a background and request an investigation and response • Perform review and investigation of EPC complaints through review of EPC response, customer provided information, and review of data within our systems • Recommend resolutions based on investigation, including netfunding EPC, customer billing cancellation, or continuing collections • Address customer billing complaints related to poor reviews from CX • Work with other departments to perform reviews including CX and CAT • Bring resolution to investigations through obtaining leadership approval and collaborating with Accounting department • Flag EPC and sales rep patterns • Make process improvements as needed within department and raise potential opportunities for other groups as identified through reviews • Perform ad hoc data analysis on complaints/claims

🎯 Requirements

• 2-4 years experience in a role demonstrating strategic thinking and problem solving • Salesforce experience preferred • BS/BA preferred • Enjoy working in a fast-paced and rapidly changing environment • Good computer skills (G Suite, Microsoft) • Ability to work alone or in a team • Outstanding attention to detail • Good collaboration and communication skills • Strong analytical and strategic thinking skills • Excellent organizational and time management skills • Knowledge of construction or solar industry preferred

🏖️ Benefits

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