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Operations Specialist

Palmetto Clean Technology

Palmetto Clean Technology

Charlotte, NC, USA
Posted on Friday, June 7, 2024
Company Description

Recognized by Forbes as one of the fastest-growing private companies in the United States, Palmetto believes that choosing to source clean energy from renewable resources like solar power should be a right, not a privilege. As such, we connect homeowners with renewable energy options such as solar power and energy storage systems. Through our marketplace business model, we empower solar sales professionals and solar installation companies with access to our proprietary design platform, financing, customer management system, logistics, and project management. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our industry-leading Net Promoter Score.

Our employees are our most valuable resource. Palmetto has a promote-from-within culture for talent development. We offer excellent benefits such as unlimited vacation/PTO, medical, dental, and vision coverage, parental leave, and retirement plans.

Location: Charleston SC – or– Charlotte NC (Full time)

About You!

  • You work well in a fast paced, computer-oriented environment.
  • You are knowledgeable in solar financing and milestone requirements in general.
  • You've 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.

Success Defined

  • Consultative Support: 95% Support requests responded to within 5 minutes, with high quality execution. Accurate guidance and coaching of sales members relative to product parameters, milestones, etc.
  • Resource Management: Consistent accuracy & attention to detail on training and knowledge base development
  • Underwriting: 95% Underwriting reviews executed & properly dispositioned within 1 hr
  • Communications & Product Positioning: Proper execution & positioning of new release communications
  • Compliance: Thoughtful & balanced execution of compliance scenarios

Strategic/Tactical Responsibilities

  • Consultative support execution
  • Underwriting
  • Compliance systems maintenance & execution
  • Resource management (knowledge base, training content, GURU etc)
  • Communications & Product Positioning (Announcements, newsfeeds, etc)

Required Background and Skills

  • Minimum 2+ years of experience in a customer, tech, or sales support role
  • BS/BA Preferred
  • Preferred experience with interpreting data reports to streamline workflows
  • Enjoys working in a fast-paced rapidly changing environment
  • Customer service mindset
  • Problem solver
  • Attention to detail
  • Strong computer skills
  • Ability to work independently as well as in a team
  • Excellent communicator, both written and verbal
  • Knowledge of the construction or solar industry preferred
  • Spanish speaker is a plus

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.

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