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.
The Financial Operations Specialist role interacts daily with Palmetto customers, customer delegates such as realtors, and our CX departments. Responsibilities include owning customer lease/PPA reassignments, processing UCC-1 termination requests, and ensuring a positive customer experience. This person should have strong communication skills, a desire to exceed customer expectations, and strong problem solving and critical thinking skills. The ability to identify and resolve gaps in the current process is paramount to success in the role!
If you’re organized, a great communicator, and analytically focused, this role is a great fit for you!
About You!
- Passionate about problem solving, and you excel at finding solutions to unstructured issues while achieving success in a structured environment.
- You love to innovate. Bureaucracy and red tape are simply opportunities to get creative and find solutions!
- You can tackle the macro and micro and focus on individual issues with an eye on the overall financial health of your business!
Success Defined
- Reassignment completion within 7 business days
- Positive customer reviews
- Low customer complaints related to reassignments
- Clear and easily understood process for customers
Strategic/Tactical Responsibilities
- Own our customer lease/PPA reassignment process:
- Service transfers for customers who are moving from their home from previous homeowner to the new homeowner, including credit check of new customer, billing account set up, and completion of transfer contract
- Prepayments by providing payment quotes, accepting payments, updating billing account, and providing documentation of prepayment to customer
- Buyouts for customers who are moving (or 5 years after agreement starts), including providing buyout quote, accepting payment, updating billing account, and completion of contract
- Process UCC-1 temporary termination requests and related questions
- Escalate issues to management
- Ensure proper documentation in Salesforce and clear communication with CX department
Required Background and Skills
- 2-4 years experience in a role demonstrating strategic thinking and problem solving
- Salesforce experience preferred
- BS/BA preferred
- Enjoy working in a fast-paced and rapidly changing environment
- Good computer skills (G Suite, Microsoft)
- Ability to work alone or in a team
- Outstanding attention to detail
- Good collaboration and communication skills
- Strong analytical and strategic thinking skills
- Excellent organizational and time management skills
- Knowledge of construction or solar industry preferred
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.
