Operations Specialist l
Company Description
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 impactâwithout 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 packageâincluding unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and moreâso you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profitâbacked by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.Department Description
Palmetto Home 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.
Location
This position will be based remotely in the Philippines.
Summary of Role
The Operations Specialist I is critical to the success of the LightReach Platform, managing the underwriting and technical document processing surrounding Palmettoâs financial products. They work to ensure smooth intake surrounding all financial product transactions. The role is at the forefront of installer support and underwriting.
Strategic & Tactical
Support EPC partner requests via intercom mechanisms, removing friction and blockers to any transactions in a consultative manner.
Manage all queues & action areas within the financial portal to ensure smooth transactions.
Coordinate with internal colleagues to smooth out any friction points or blockers relating to milestones.
Provide coaching and training transaction partners & sales reps.
Qualifications
Minimum 2+ years of experience in a customer, tech, or sales support role
Knowledge of solar, HVAC, or geothermal industries a plus
Youâve 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, and accept feedback gracefully.
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.
Core Working Hours
Friday: 11AM-8PM EST (11PM-8AM Metro Manila)
Saturday: 11AM-8PM EST(11PM-8AM Metro Manila)
Sunday: 11AM-5PM EST (11PM-5AM Metro Manila)
Monday: 11AM-8PM EST(11PM-8AM Metro Manila)
Tuesday: 11AM-8PM EST(11PM-8AM Metro Manila)
Employment is contingent upon the successful completion of a background check.
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
Apply Now
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 impactâwithout 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 packageâincluding unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and moreâso you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profitâbacked by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.Department Description
Palmetto Home 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.
Location
This position will be based remotely in the Philippines.
Summary of Role
The Operations Specialist I is critical to the success of the LightReach Platform, managing the underwriting and technical document processing surrounding Palmettoâs financial products. They work to ensure smooth intake surrounding all financial product transactions. The role is at the forefront of installer support and underwriting.
Strategic & Tactical
Support EPC partner requests via intercom mechanisms, removing friction and blockers to any transactions in a consultative manner.
Manage all queues & action areas within the financial portal to ensure smooth transactions.
Coordinate with internal colleagues to smooth out any friction points or blockers relating to milestones.
Provide coaching and training transaction partners & sales reps.
Qualifications
Minimum 2+ years of experience in a customer, tech, or sales support role
Knowledge of solar, HVAC, or geothermal industries a plus
Youâve 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, and accept feedback gracefully.
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.
Core Working Hours
Friday: 11AM-8PM EST (11PM-8AM Metro Manila)
Saturday: 11AM-8PM EST(11PM-8AM Metro Manila)
Sunday: 11AM-5PM EST (11PM-5AM Metro Manila)
Monday: 11AM-8PM EST(11PM-8AM Metro Manila)
Tuesday: 11AM-8PM EST(11PM-8AM Metro Manila)
Employment is contingent upon the successful completion of a background check.
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
Apply Now