Relationship Manager, NorCal
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impactwithout compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.
Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits packageincluding unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and moreso you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profitbacked by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.
This is a remote position and based in Northern California.
About You
- You work well in a fast-paced environment and are nimble to adapt to new challenges.
- You are a professional communicator and able to navigate high-pressure conversations
- You enjoy communicating internally and externally and can travel to visit partners onsite to build and strengthen relationships.
- Ability to ruthlessly identify issues and prioritize the highest ROI / ROT
- You thrive in a partner-facing role and are an advocate for solutions that drive partner successes
- You are the face of the LightReach financial product with Certified Installers
- You are knowledgeable in solar financing and milestone requirements in general
- You've got a passion for servant leadership, willing to support frontline sales partners and team members to successfully transact on the Palmetto financial product platform.
- Ability to identify objections to winning the business at an EPC and ability to be able to clearly articulate the needs to management
Summary of Role
The Relationship Manager role is critical to the success of the Palmetto Finance Platform, managing the support and processing ecosystem surrounding Palmetto's financial products. The Relationship Manager is a servant leader, willing to work directly with stakeholders to ensure smooth processes surrounding all financial product transactions.
Strategic & Tactical
Become a LightReach portal and financial product expert, ready and able to answer any question thrown your wayEstablish and maintain regular cadence of communication and execution of deliverables with Certified Installer leaders and reps (we win by delivering ensuring our partners are heard!)Proactively visit key partners onsite to build and maintain strong relationships, fostering trust and collaborationCoordinate and prioritize with internal colleagues to smooth out any friction points or blockers relating to milestones, platform functionality, or LightReach product knowledgeDrive continuous evaluation and improvement of external partner resources (Intercom), internal processes (Guru) and help build systems that meet current and future company service expansions.Provide coaching and training for Certified Installer sales reps on LightReach products and portalSeek constant improvement in the quality of Palmetto's product and customer experience through consolidated feedbackMaintain familiarity with third party proposal platforms that LightReach is integrated into (Solo, Aurora, Solargraf, Enerflo, etc)Ability to deliver in person sales trainings on LightReach processes and competitive positioning in the regionStrategic business planning & forecasting activities with EPC partnersCompetitive market knowledge and LightReach positioningSupport rep resolutions on any escalations in Intercom as necessaryQualifications
Minimum 4-6 years of experience in a customer, tech, or sales support roleMinimum 2-4 year experience in a sales-partner-facing roleBS / BA PreferredPreferred experience with interpreting data reports to streamline workflowsEnjoys working in a fast-paced rapidly changing environmentWillingness to travel in region up to 50%Customer service mindsetProblem solverAttention to detailStrong computer skillsAbility to work independently as well as in a teamExcellent communicator, both written and verbalKnowledge of the construction or solar industry preferredSpanish speaker is a plus