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 Operations Specialist role is critical to the success of the LightReach Platform, managing the support and processing ecosystem surrounding Palmetto’s financial products.
The Operations Specialist will work directly with internal stakeholders and support partners to ensure smooth processes surrounding all financial product transactions. The role is at the forefront of product operations, underwriting, product marketing, and compliance systems.
Location and Hours:
- Charleston SC – or– Charlotte NC (Full time)
- Monday - Friday: 9AM - 6PM EST
About You!
- You work well in a fast paced, computer-oriented environment.
- You have a background or are otherwise knowledgeable about solar and clean tech in general.
- 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.
Success Defined
- Consultative Support: 95% Support requests responded to within 2 minutes, with high quality execution. Accurate guidance and coaching of sales members relative to product parameters, milestones, etc.
- Underwriting: 95% Underwriting reviews executed & properly dispositioned within 15 min
- Resource Management: Consistent accuracy & attention to detail on training and knowledge base development
Strategic/Tactical Responsibilities
- Consultative support execution
- Underwriting
- Resource management (knowledge base, training content, GURU etc)
Required Background and Skills
- BS/BA Preferred
- Preferred experience with interpreting data reports to streamline workflows
- Enjoys working in a fast-paced rapidly changing environment
- Customer service mindset
- Problem solver
- Attention to detail
- Strong computer skills
- Ability to work independently as well as in a team
- Excellent communicator, both written and verbal
- Spanish speaker is a plus
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.
