Relationship Specialist
Job Description
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Summary of Role
The Relationship Specialist will be responsible for managing the support and processing ecosystem around Palmetto’s financial products for small and medium sized EPCs, providing direct support to partners, while collaborating closely with the Relationship Manager.
Strategic & Tactical
Product Operations
- Support EPC partner requests via email ticketing, chat support, mechanisms.
- Manage all queues & action areas within the financial portal to ensure smooth transactions for partners, and remove friction and blockers to any transactions.
- Provide coaching and training transactions to EPC partners & sales reps.
- Assist in the continuous evaluation and improvement of internal processes and help build systems that meet current and future company service expansions.
Account & Relationship Management
- Work closely with the regional Relationship Manager to understand partner needs and expectations, and begin to build relationships.
- Surfacing global insights from EPC partner requests and interactions to LightReach Leadership and proactively identify opportunities to improve our product and partner experience.
- Work with regional relationship managers in implementing regional strategies and initiatives to drive EPC engagement, including pipeline reviews.
- Foster a strong relationship with the regional Lightreach Pro Relationship manager, driving cohesive regional strategy.
Qualifications
- 3+ years of experience in a Product Operations, Customer Service, Account Management Support, or Sales Fulfillment role preferred.
- Knowledge of the construction or solar industry preferred.
- BS/BA 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 drives mutual success.
- Strong problem solving abilities, with the ability to analyze data, spot trends, and develop creative solutions to challenges.
- Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly.
- Proficiency in Google Suite, Slack, Intercom, chat support systems.
- Familiarity with AI tools and platforms.
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Palmetto Clean Technology
View Company ProfilePalmetto is a clean technology company and software platform dedicated to accelerating the adoption of residential renewable energy. The company provides an end-to-end marketplace that connects homeowners with vetted local solar installation professionals, making it easier to transition to clean power. Palmetto offers a comprehensive suite of products and services—including solar panels, heat pumps, battery storage, and energy intelligence tools—backed by flexible financing options like their LightReach lease. Through its proprietary software and mobile app, Palmetto empowers consumers to track their energy production, reduce their utility bills, and seamlessly manage their home's transition from fossil fuels to clean, abundant solar energy.
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