Relationship Manager

🕒 May 20

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Logo of Palmetto

Palmetto

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

• Become a LightReach portal and financial product expert, ready and able to answer any question thrown your way • Establish and maintain regular cadence of communication and execution of deliverables with Certified Installer leaders and reps (we win by delivering ensuring our partners are heard!) • Proactively visit key partners onsite to build and maintain strong relationships, fostering trust and collaboration • Coordinate and prioritize with internal colleagues to smooth out any friction points or blockers relating to milestones, platform functionality, or LightReach product knowledge • Drive continuous evaluation and improvement of external partner resources (Intercom), internal processes (Guru) and help build systems that meet current and future company service expansions. • Provide coaching and training for Certified Installer sales reps on LightReach products and portal • Seek constant improvement in the quality of Palmetto’s product and customer experience through consolidated feedback • Maintain familiarity with third party proposal platforms that LightReach is integrated into (Solo, Aurora, Solargraf, Enerflo, etc) • Ability to deliver in person sales trainings on LightReach processes and competitive positioning in the region • Strategic business planning & forecasting activities with EPC partners • Competitive market knowledge and LightReach positioning • Support rep resolutions on any escalations in Intercom as necessary

🎯 Requirements

• Minimum 4-6 years of experience in a customer, tech, or sales support role • Minimum 2-4 year experience in a sales-partner-facing role • BS/BA Preferred • Preferred experience with interpreting data reports to streamline workflows • Enjoys working in a fast-paced rapidly changing environment • Willingness to travel in region up to 50% • Customer service mindset • Problem solver • Attention to detail • Strong computer skills • Ability to work independently as well as in a team • Excellent communicator, both written and verbal • Knowledge of the construction or solar industry preferred • Spanish speaker is a plus.

🏖️ Benefits

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

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