Relationship Manager, SoCal - 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 Southern California.
• Manage financial product transactions.
• Serve as a liaison between partners and the company.
• Build and maintain relationships with Certified Installer leaders.
• Provide training and coaching on LightReach products.
• Travel up to 50% to visit partners onsite.
• Identify and solve issues to enhance partner experience.
• Collaborate with internal teams to streamline processes.
• Evaluate and improve partner resources and internal processes.
• Contribute to strategic business planning with partners.

Requirements

• 4-6 years in customer, tech, or sales support roles.
• 2-4 years in a sales-partner-facing role.
• BS/BA preferred.
• Experience with data interpretation.
• Ability to work in a fast-paced environment.
• Customer service mindset.
• Strong problem-solving skills.
• Excellent written and verbal communication.
• Knowledge of the construction or solar industry preferred.
• Spanish speaker is a plus.

Benefits

• Unlimited PTO.
• Medical, dental, and vision coverage.
• Paid parental leave.
• Retirement plans.
• Career growth opportunities.
• Collaborative and purpose-driven work culture.
• Focus on employee development.
• Work-life balance initiatives.
• Opportunity to impact the clean energy future.
• Dynamic and innovative work environment.