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.
Department Description:
LightReach is a branch of Palmetto Energy focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform, financing, customer management system and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and prepared to continue growth.
Location & Hours
- This position is remote, with preference of PST time zone.
- Monday - Friday: 3PM - 11 PM EST (12PM - 8 PM PST)
About You!
- 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 are an excellent conversational English writer
- You are proficient in web-browser hotkeys/shortcuts, and have a high typing speed of at least 40 words per minute.
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.
- Resource Management: Consistent accuracy & attention to detail on training and knowledge base development
- Underwriting: 95% Underwriting reviews executed & properly dispositioned within 15 min
- Communications & Product Positioning: Proper execution & positioning of new release communications
- Compliance: Thoughtful & balanced execution of compliance scenarios
Strategic/Tactical Responsibilities
- 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.
Required Background and Skills
- Minimum 2+ years of experience in a customer, tech, or sales support role
- 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
- Knowledge of the construction or solar industry preferred
- 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.
