Partner Compliance & Onboarding Coordinator

Posted 3 Days Ago
Be an Early Applicant
Hiring Remotely in Philippines
Remote or Hybrid
Entry level
Greentech • Software • Energy
The Role
Supports partner onboarding and compliance tracking by processing applications, following up for missing documents, maintaining accurate records, monitoring licenses, certifications, and insurance expirations, and reviewing compliance flags across multiple markets. The role involves repetitive, detail-oriented administrative work, spreadsheet management, professional email communication, and clearing a backlog of partner reviews. This is a remote, fixed-term one-year position based in the Philippines.
Summary Generated by Built In

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.

Location

This position will be based remotely in the Philippines. 

Summary of Role 

Palmetto is looking for a remote Partner Compliance & Onboarding Coordinator in the Philippines to join our team on a temporary basis. You’ll play a key role in keeping partner onboarding on track and assisting with essential compliance follow-ups. No compliance background is needed—if you are detail-oriented, dependable, and quick to pick up new tools, we would love to meet you!

Strategic & Tactical

  • Partner onboarding support
    • Help process and track partner applications for HVAC, Water Heater, Generator, and GSHP programs.
    • Send follow-up emails and outreach to partners to collect missing information or meet compliance deadlines.
    • Keep records up to date and flag anything that needs a closer look.
  • Compliance monitoring support
    • Assist with a review of existing partner records in our compliance platform, checking for flags and making sure information is accurate.
    • Help track partner license, certification, renewals and insurance expiration dates.
    • Help monitor compliance requirements for sales reps across multiple markets.

Qualifications

  • Exceptionally detail-oriented, with a track record of managing multiple tasks efficiently and ensuring nothing falls through the cracks.
  • Administrative, customer service, or data entry experience is a plus, but not required.
  • Strong written communication skills, with the ability to draft clear, professional emails independently rather than relying on templates.
  • Proficient in Google Workspace (Gmail, Docs, Sheets) and comfortable navigating spreadsheets; eager to pick up new tools as needed.
  • Highly dependable, with consistent follow-through on tasks and commitments.
  • Comfortable with process-driven, repetitive administrative work, maintaining high accuracy throughout.
  • Familiarity with Salesforce or similar CRM and task management softwares is a bonus.
  • This is a fixed-term, 1-year position, with the possibility of extension or conversion to a permanent role based on business needs.

Success Defined

  • Partner activation rate within compliance windows — % of onboarding touchpoints (follow-up, outreach, document collection) completed before the compliance window closes. Target: 90%+ completed on-time, no lapses due to missed follow-up.
  • Expiration lapse rate — % of partner license, certification, or insurance expirations that lapse without prior outreach. Target: 0% uncontacted within the compliance notification window.
  • Historical review completion pace — SafeTurf backlog cleared at a rate that retires the 800+ partner review within a defined target window (90-120 days), with flags evaluated and dispositioned.

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.

To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated. We will keep your information on file for four years from the date of your application. For detailed information about how we handle your data and our use of AI, please review our full privacy policy.

For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy

Skills Required

  • Exceptional attention to detail and ability to manage multiple tasks efficiently
  • Strong written communication skills and ability to draft clear, professional emails independently
  • Proficiency with Google Workspace, including Gmail, Docs, and Sheets
  • Comfort navigating spreadsheets and learning new tools
  • Dependability and consistent follow-through on tasks and commitments
  • Comfort with process-driven, repetitive administrative work while maintaining accuracy
  • Administrative, customer service, or data entry experience
  • Familiarity with Salesforce or similar CRM and task management software

Palmetto Clean Technology Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Palmetto Clean Technology and has not been reviewed or approved by Palmetto Clean Technology.

  • Fair & Transparent Compensation — Pay is considered fair-to-good across many roles, with compensation often described as competitive. Some positions highlight strong earning potential tied to performance.
  • Leave & Time Off Breadth — Unlimited or trust-based PTO is widely emphasized and is available early in tenure. Paid leave options for family needs complement the time-off structure.
  • Flexible Benefits — A primarily remote setup and flexible schedules are prominent elements of the package. These arrangements are frequently valued alongside core health and leave offerings.

Palmetto Clean Technology Insights

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The Company
HQ: Charlotte, North Carolina
500 Employees
Year Founded: 2010

What We Do

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With the belief that consumers can have it all, we are an uncompromising energy company that makes going green a no-brainer. Our award winning platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. We operate at the intersection of B2B and D2C, offering software, financial tools, and services that drive real environmental impact - without compromising value. Our clean Energy Platform makes solar and home electrification easy to access, easy to afford, and easy to manage. We deliver flexible energy plans, real-time insights, and seamless customer experiences through offerings like our Consumer App and Marketplace, LightReach™ Solar and HVAC Subscriptions, and Asset Management tools - with more innovations on the way. How We Think We've always been told a cleaner future means sacrifice. Turn it down, pay more, wait forever. We don't buy that. At Palmetto, we believe the future is abundant. We help homeowners have it all: lower energy bills, smarter homes, and a healthier planet. Who We Serve We work with homeowners, clean energy brands, and local installation partners to help them grow their impact, revenue, and customer reach. Our Community Impact • 1+ terawatt-hour of clean solar energy generated • 740,000+ tons of carbon emissions avoided • 90,000+ homes powered for a year

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