Company Description
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.
Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.
Department Description
Palmetto Home 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 is an in-office position located in either our Charlotte, NC or Charleston, SC office.
Reporting
This position will report to the Team Lead, Platform Operations.
Summary of Role
The Platform Operations I role is critical to the success of the LightReach Platform, managing the underwriting and technical document processing surrounding Palmetto’s financial products, as well as providing installer support to ensure smooth intake surrounding all financial product transactions. Additionally, the role is responsible for frontline knowledge base management, communications management, and compliance monitoring. The role is at the forefront of installer support and ecosystem management.
Strategic & Tactical
- Support EPC partner requests via intercom mechanisms, removing friction and blockers to any transactions.
- Be the primary driver of Capital Markets Operations infrastructure, including knowledge base resources, internal & external communications, support systems, best practices, etc.
- Manage all queues & action areas within the financial portal to ensure smooth transactions.
- Provide consultative service to transaction partners.
- Coordinate with internal colleagues to smooth out any friction points or blockers relating to milestones.
- Provide coaching and training transaction partners & sales reps.
- Maintain datasets on frontline support activity to drive improvement in the quality of the product.
- Surface platform improvements to attack common problems observed. Assist in the continuous evaluation and improvement of internal processes and help build systems that meet current and future company service expansions.
Qualifications
- Minimum 2+ years of experience in a customer, tech, or sales support role
- Knowledge of solar, HVAC, or geothermal industries a plus
- Spanish speaker is a plus
- You’ve got a passion for servant leadership, willing to support frontline sales reps and team members to successfully transact on the Palmetto financial product platform.
- You maintain a high level of emotional intelligence, able to navigate through stressful situations in a tactful manner.
- You work well in a fast paced, computer-oriented environment, and are an excellent conversational writer
- You are proficient in web-browser hotkeys/shortcuts, and have a high typing speed of at least 40 words per minute.
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
Top Skills
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.
