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.

Role Summary

The Operations Specialist II 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 the construction or solar industry preferred
• 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.

Working Hours

• Monday - Friday: 3PM - 11 PM EST (12PM - 8 PM PST). While these hours represent our core business need, a modicum of schedule flexibility may be possible to accommodate family/life needs. If you prefer a schedule outside of a traditional 9-5, this role may be for you!