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.
Skills Required:
- Proficient Spanish language speaker preferred – able to read, write, and communicate effectively in Spanish
- Highly detail-oriented – able to manage large volumes of data and documents with accuracy and attention to detail.
- Strong organizational skills – ability to manage multiple tasks and prioritize responsibilities efficiently.
- Tech-savvy – proficient with multiple digital platforms and tools or ability to learn, including:
- Excel and Google Sheets (data entry and data management)
- Various online portals - LightReach, Department of Energy (DOE), Aurora
- Various solar CRMs (ClickUp, Monday.com, Smartsheet, etc)
- Problem-solving abilities – able to identify discrepancies in data and troubleshoot issues (such as tracking down missing documents/data, or responding to DOE rejection notices)
- Effective communication – able to communicate with installers and internal team members to gather information, troubleshoot issues, and ensure smooth program operations.
Responsibilities:
- DOE Portal Updates: Upload documents and update data fields and statuses in the DOE portal based on information found in the LightReach portal, shared Google Sheets and automated reports.
- Data Entry: Export data files for bulk uploads to DOE portal and complete quality checks to ensure accurate data and successful uploads. Manually enter data where required.
- Document Management: Download documents from the DOE portal and upload them into shared Google Drive folders (approval/rejection notifications, project status exports). Download documents from the LightReach portal and save using standard naming conventions. Extract PDF pages to save separately or compress PDF files as needed.
- Document Quality Control: Review uploaded documents for completeness (Post-Activation PTO Notifications) and approve the upload in the LightReach portal
- Installer Assignment: Manually assign new beneficiaries to installers in the DOE portal
- Installer Inquiries: investigate installer inquiries relevant to any data found in the DOE portal
- Data Cross-Verification: Cross-reference data between the DOE portal, EPC CRMs, Google Sheets, and Source of Truth tracker to ensure everything matches, and investigate any discrepancies
- General Program Support: Provide additional support to the program team as needed, such as providing admin support for invoicing and accounting needs.
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.
