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Role Description

The Relationship Specialist will be responsible for managing the support and processing ecosystem around Palmetto’s financial products for small and medium sized EPCs, providing direct support to partners, while collaborating closely with the Relationship Manager.

• Support EPC partner requests via email ticketing, chat support, mechanisms.
• Manage all queues & action areas within the financial portal to ensure smooth transactions for partners, and remove friction and blockers to any transactions.
• Provide coaching and training transactions to EPC partners & sales reps.
• Assist in the continuous evaluation and improvement of internal processes and help build systems that meet current and future company service expansions.
• Work closely with the regional Relationship Manager to understand partner needs and expectations, and begin to build relationships.
• Surfacing global insights from EPC partner requests and interactions to LightReach Leadership and proactively identify opportunities to improve our product and partner experience.
• Work with regional relationship managers in implementing regional strategies and initiatives to drive EPC engagement, including pipeline reviews.
• Foster a strong relationship with the regional Lightreach Pro Relationship manager, driving cohesive regional strategy.

Qualifications

• 3+ years of experience in a Product Operations, Customer Service, or Account Management Support role preferred.
• Bachelor's Degree preferred.
• Strong verbal and written communication skills, and a passion for building and nurturing relationships.
• Excellent interpersonal and relationship building skills that improve collaboration and drives mutual success.
• Enjoys working in a fast-paced rapidly changing environment.
• Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly.
• Strong problem solving abilities, with the ability to analyze data, spot trends, and develop creative solutions to challenges.
• Proficiency in Google Suite, slack, intercom, chat support systems.
• Ability to work independently and collaboratively in a team environment.
• Knowledge of the construction or solar industry required.
• Employment is contingent upon the successful completion of a background check.

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 impact—without 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 package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.