Palmetto

Product Manager

• Drive the continued development of Palmetto's Salesforce platform in alignment with business needs and objectives
• Own the product strategy, roadmap, and weekly sprint priorities for Palmetto’s Salesforce team
• Serve as the primary business liaison and subject matter expert on the platform’s ever-evolving features and capabilities
• Consult with other Product teams regularly to align on cross-product priorities
• Understand Palmetto’s business processes and organizational priorities
• Proactively engage with stakeholders regularly to understand their evolving needs
• Manage technical SFDC lead and delivery team
• Proactively build reporting to support business operations, as well as track sprint delivery and progress of the SFDC delivery team(s)
• Develop, maintain, and communicate the Salesforce product’s vision and roadmap
• Establish and track progress against evolving business initiatives for the Salesforce team
• Manage, prioritize, and refine User Stories for the Salesforce product backlog
• Work closely with peers in your department to ensure your projects and initiatives align with accounting and financial systems
• Lead Salesforce product roadmap and sprint planning meetings with the Salesforce development team
• Lead solutioning conversations and technologies for products that live within or touch the Salesforce system
• Facilitate daily standups with the Salesforce development team
• Engage with business stakeholders and end-users to resolve impediments to Product development as they arise
• Manage end-user testing, communications, release management, and roll-out plan for new Product feature releases
• Align with other Palmetto Product Owners when needed to maintain cross-product alignment
• Manage priorities across the org and drive the strategic vision and implementation of Salesforce enhancements

Senior Salesforce Product Manager

Account Manager

• Identify, recruit, and onboard new partners based on Palmetto LightReach business objectives.
• Serve as the primary point of contact for assigned contractor partners across residential home services trades.
• Lead on-site and virtual trainings for sales reps on how to position, present, and close the LightReach program in the home.
• Collaborate with Sales and General Managers to drive alignment and adoption at the leadership level.
• Support sales teams through ride-alongs, objection handling, and in-home pitch coaching.
• Monitor LightReach activity, adoption rates, and engagement metrics; proactively address friction points.
• Partner with internal teams to refine tools, resources, and partner support processes.
• Gather field-level feedback to inform platform improvements and partner enablement content.
• Ensure a high level of professionalism and partner satisfaction across every touchpoint.

Senior Account Manager, HVAC

Operations

• Manage the underwriting and technical document processing surrounding Palmetto’s financial products
• Provide installer support to ensure smooth intake surrounding all financial product transactions
• Manage frontline knowledge base management
• Handle communications management
• Monitor compliance
• Support EPC partner requests via intercom mechanisms
• Drive Capital Markets Operations infrastructure
• Manage all queues & action areas within the financial portal
• Provide consultative service to transaction partners
• Coordinate with internal colleagues to smooth out friction points
• Provide coaching and training to transaction partners & sales reps
• Maintain datasets on frontline support activity
• Surface platform improvements

Operations Specialist II

Analyst

• Focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding
• Lead the execution of tax equity, debt, and equity funding processes with external stakeholders
• Responsible for reporting associated with Palmetto Finance to key financial stakeholders, while partnering with technology teams to ensure automation on reports
• Utilizes skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams e.g. Data Analytics, Operations, etc
• Liaisons with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
• Builds and maintains strong relationships with key banks and other key external partners
• Is highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives

Capital Markets Analyst – Associate

• The Operations Specialist I is critical to the success of the LightReach Platform, managing the underwriting and technical document processing surrounding Palmetto’s financial products.
• Provide installer support via intercom to ensure smooth intake surrounding all financial product transactions.
• Constantly monitor and refresh designated queues.
• Review files holistically and attempt to approve documents using all resources available – or - properly disposition and reject files as appropriate.
• Maintain communication with OpSpec Colleagues on other administrative tasks.
• Execute compliance dispositions in the event of a potential violation.
• Review & respond to inbound chat inquiries, when applicable, in 2 minutes or less, executing with high quality and in line with our unique OpSpec brand/style.

Operations Specialist

Vice President

• Identify and shape new software and data platform opportunities from ground zero
• Translate customer problems into compelling value propositions, pricing, and commercial strategy
• Partner deeply with product and engineering leaders to ensure what’s built can win commercially and scale sustainably
• Personally lead early go-to-market efforts, including enterprise sales, pilots, partnerships, and lighthouse accounts
• Establish strong product-market fit through real customer adoption and committed revenue
• Clearly articulate technical value, business outcomes, and ROI to non-technical buyers
• Ensure early decisions around product scope, pricing, packaging, and deployment support a credible path to $100M+ in revenue
• Build and refine ROI models, commercial narratives, and contract structures
• Use customer and market feedback as a primary input into product strategy
• Design the early commercial operating model for new products
• Hire and develop initial commercial leaders and contributors
• Represent Palmetto credibly with customers, partners, and the broader market

Vice President, Product & Commercialization

Full-stack Engineer

• Design and implement scalable client- and server-side solutions, with an emphasis on APIs, backend services, and database integration.
• Write high-quality, testable, and maintainable code across the full stack.
• Develop and maintain comprehensive unit, integration, and end-to-end tests.
• Diagnose and troubleshoot production issues and propose robust solutions.
• Participate in Agile ceremonies (planning, grooming, retrospectives) and contribute to meaningful story estimations.
• Engage in architectural discussions, technical design reviews, and contribute to Palmetto's engineering standards.
• Identify and advocate for opportunities to improve system performance, reliability, and developer productivity.
• Partner cross-functionally with product managers, designers, and QA to deliver well-rounded user-centric solutions.

Staff Software Development Engineer

Product Operations

• Provide expertise in solar and residential energy technologies
• Communicate requirements between stakeholders including engineers, operations, OEMs, and investors
• Understand hardware decisions and their business implications
• Work with commercial and operational teams for hardware launches
• Identify new partners and technologies for strategic advancement
• Maintain relationships with OEM partners and technical teams

Senior Product Operations Manager, New Hardware

• Support extension request processing
• Manage queue and validate documentation
• Categorize extension reasons and update statuses in system tools
• Serve as primary contact for partner accounting inquiries
• Investigate and resolve payment discrepancies
• Collaborate with teams to enhance partner experience

Account Operations Specialist

• Apply and reconcile payments. Ensure customer payments are accurately applied to customer accounts
• Prepare and manage transfers. Prepare weekly wire transfers across bank accounts
• Manage exceptions. Research unapplied cash or discrepancies; collaborate with Billing & Collections
• Review cash collections vs. forecasts. Compare cash collected to cash expected
• Open and manage bank accounts with sub-servicer. Coordinate the setup and management of new bank accounts
• Ensure data integrity. Maintain accurate transaction records and reconciliations
• Strengthen controls. Support internal control processes
• Drive process improvement. Identify root causes of recurring issues and recommend enhancements

Cash Application Analyst

Customer Support

• Support development of short- and long-term volume forecasts using historical trends, business drivers, and marketing inputs.
• Assist in capacity planning and headcount modeling to support team growth.
• Identify and communicate variances between forecasted and actual performance.
• Build and maintain weekly agent schedules that meet coverage needs for operating hours.
• Monitor intraday performance across channels and queues to maintain service level targets.
• Prepare daily, weekly, and monthly reports on key WFM metrics (SLA, adherence, AHT, shrinkage, occupancy, forecast accuracy).
• Partner with Operations, QA, and Training to align staffing with readiness and performance goals.

Customer Experience Operations Analyst

• Monitor, track, and manage aging customer accounts to ensure timely resolution
• Creative problem solving that provides Palmetto with access to project’s PTO status (not submitted, submitted, etc)
• Analyze aging reports and identify trends or discrepancies
• Work cross-functionally with accounting, finance, relationship management, sales, and customer success teams to address overdue accounts
• Develop and implement strategies to reduce outstanding timelines
• Prepare regular reports and updates for senior management on pipeline status
• Drive recommendations on partner offboarding and sales shutoff for problem partners
• Serve as the primary point of contact for partner accounting inquiries, ensuring timely and accurate responses
• Investigate and resolve discrepancies related to invoices, payments, and account reconciliations
• Assist partners with understanding financial statements, billing issues, and payment processes
• Collaborate with internal teams to enhance partner experience and optimize financial workflows through process recommendations
• Maintain accurate documentation of partner interactions and resolutions