Financial Operations Specialist - Remote

Overview

The Financial Operations Specialist role interacts daily with Palmetto customers, customer delegates such as realtors, and our CX departments. Responsibilities include owning customer lease/PPA reassignments, processing UCC-1 termination requests, and ensuring a positive customer experience.

In Short

• Own customer lease/PPA reassignment process including service transfers and prepayments.
• Process UCC-1 temporary termination requests.
• Ensure proper documentation in Salesforce.
• Escalate issues to management.
• Communicate clearly with CX department.
• Work in a fast-paced and rapidly changing environment.
• Demonstrate strategic thinking and problem-solving skills.
• Maintain outstanding attention to detail.
• Collaborate effectively with team members.
• Utilize strong analytical and organizational skills.

Requirements

• 2-4 years experience in a relevant role.
• Salesforce experience preferred.
• BS/BA preferred.
• Good computer skills (G Suite, Microsoft).
• Ability to work independently or as part of a team.
• Excellent communication skills.
• Knowledge of the construction or solar industry preferred.

Benefits

• Unlimited PTO.
• Medical, dental, and vision coverage.
• Paid parental leave.
• Retirement plans.
• Opportunity for career growth and development.