Relationship Manager, Northeast - Remote

Overview

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.

In Short

• Remote position based in New York, New Jersey, or Connecticut.
• Work with stakeholders to ensure smooth financial transactions.
• Communicate effectively with partners and internal teams.
• Travel to visit partners and strengthen relationships.
• Identify and resolve issues to improve partner success.
• Provide training and support for sales partners.
• Maintain knowledge of solar financing and market trends.
• Engage in strategic business planning with partners.
• Focus on customer experience and feedback.
• Collaborate in a fast-paced environment.

Requirements

• 4-6 years of experience in customer or sales support roles.
• 2-4 years in a partner-facing sales role.
• BS/BA preferred.
• Experience with data reporting and workflow improvement.
• Willingness to travel up to 50% in the region.
• Strong problem-solving and communication skills.
• Attention to detail and ability to work independently.
• Knowledge of the solar industry is a plus.
• Spanish language skills are a bonus.

Benefits

• Unlimited PTO.
• Medical, dental, and vision coverage.
• Paid parental leave.
• Retirement plans.
• Career development opportunities.
• Collaborative and purpose-driven work culture.
• Focus on employee well-being and work-life balance.