Company Description
Recognized by Forbes as one of the fastest-growing private companies in the United States, Palmetto believes that choosing to source clean energy from renewable resources like solar power should be a right, not a privilege. As such, we connect homeowners with renewable energy options such as solar power and energy storage systems. Through our marketplace business model, we empower solar sales professionals and solar installation companies with access to our proprietary design platform, financing, customer management system, logistics, and project management. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our industry-leading Net Promoter Score.
Our employees are our most valuable resource. Palmetto has a promote-from-within culture for talent development. We offer excellent benefits such as unlimited vacation/PTO, medical, dental, and vision coverage, parental leave, and retirement plans.
Department Description
Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy and HVAC industries. We provide homeowners with financial products to benefit from solar power, energy storage systems, and home efficiency through advanced heating and cooling technologies. We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing, customer management system, and milestone quality control system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption.
Location
This position will be based in Philippines
About You
- You are detail-oriented and committed to 100% accuracy in all customer submittals.
- You love to innovate. Bureaucracy and red tape are simply opportunities to get creative and find solutions!
- You can see the forest through the trees; individual problems are opportunities to iterate and improve our platform for the future.
Strategic & Tactical
- Prepare and submit documents for incentive approvals to relevant incentive agencies.
- Specialize in incentive application processes, documents, and communication preferences.
- Address issues that arise which affect the incentive payout; present supporting analytics and solutions to the team lead in order to drive the clearing of recurring incentive blockers.
- Track the progress of application stages from submission to approval, following up with incentive administrators, certified installers, customers, and internal parties to address problems and move submissions forward to funding.
- Call and email certified installers and customers for outstanding documents or application updates. You will also develop and maintain automated and tailored communication to decrease internal effort and set customer expectations.
- Continually evaluate and improve internal processes and initiate steps to meet current and future company service expansions and customer satisfaction goals.
- Coordinate and collaborate with internal team members as required.
- Ensure all queues are meeting the defined SLOs (Service Level Objectives).
Qualifications
- 2 years of experience in a customer support or business processing environment, preferably in solar or renewable energy
- Strong computer skills
- Attention to detail
- Experience with Salesforce
- BS/BA in a related discipline or equivalent combination of education and experience
- Spanish speaker preference
Employment is contingent upon the successful completion of a background check.
Equal Employment Opportunity
Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.
For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy
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What We Do
Palmetto is committed to the creation of a distributed, decentralized energy source we call The New Utility, which will replace the fossil-fueled, centralized energy model of The Old Utility. We are working towards this democratization of energy by putting power and control back in the hands of consumers and inspiring them to make environmentally responsible choices. To this end, Palmetto has developed a clean energy marketplace, with proprietary technology designed to make it easier and more affordable for homeowners to source their energy from renewables like solar power. We have developed products that reduce costs and drive widespread distribution of simple energy management solutions. Palmetto is a triple bottom line, fully distributed company with teammates throughout the United States.
