Palmetto

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.

HVAC Channel Account Manager

• Oversee the completion of partnership federal and state income tax returns, ensuring accuracy, timeliness, and compliance with all relevant regulations
• Establish and maintain the cash tax forecast model incorporating inputs from expected partnership distributions
• Provide strategic guidance and oversight for tax planning initiatives
• Serve as the primary liaison with external partnership tax advisors and tax authorities
• Provide ad hoc reporting and guidance upon the request of tax equity partners
• Establish and maintain robust internal controls over accounting and reporting for income taxes to ensure compliance and mitigate financial risks
• Oversee and provide guidance related to tax credit registrations and transfers
• Stay informed about legislative changes in tax law and assess their impact on the company's tax positions and tax accounting implications
• Review partnership and joint venture tax-related general ledger account reconciliations
• Review periodic hypothetical liquidation at book value (HLBV) calculations for tax equity funds
• As needed, preparation and review of tax equity fund annual workpapers and tax return filings
• Collaborate effectively with cross-functional teams and senior management to achieve company objectives and drive a culture of compliance and excellence
• Ad-hoc/special projects as assigned

Tax Director, Partnerships and Tax Equity

Senior HVAC Account Manager

Field Engineer

• Provide onsite troubleshooting and repair of solar systems.
• Document visit and complete job close out report.
• Schedule site visits directly with the customer when required.
• Work with local field teams and central scheduling to optimize resolution times.
• Provide feedback to field team leadership, driving continuous improvement of Palmetto’s installation quality and execution.
• Assist with close out of pre-energization issues, ensuring customer projects are expertly executed and ready to generate power from Day 1 of permission to operate.
• Provide feedback to Palmetto’s Customer Experience team, working together to ensure Palmetto’s resolution of system issues provide not just satisfaction, but an experience they will brag about to their friends and family.
• Complete other tasks as needed, including but not limited to physical site surveys, inspections, and document collection.
• Be the key Palmetto field representative to deliver great quality, experience and performance of all Service and Installation work.
• Effectively communicate with homeowners on arrival times and confirmations on an as-needed basis.

Solar Field Service Technician

Channel Account Manager, HVAC

Financial Planning and Analysis

• Own our customer lease/PPA reassignment process
• Process UCC-1 temporary termination requests and related questions
• Escalate issues to management
• Ensure proper documentation in Salesforce and clear communication with CX department

Financial Operations Specialist

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

• Provide onsite troubleshooting and repair of solar systems
• Document visit and complete job close out report
• Schedule site visits directly with the customer when required
• Work with local field teams and central scheduling to optimize resolution times
• Provide feedback to field team leadership, driving continuous improvement of Palmetto’s installation quality and execution
• Assist with close out of pre-energization issues, ensuring customer projects are expertly executed and ready to generate power from Day 1 of permission to operate
• Provide feedback to Palmetto’s Customer Experience team to ensure resolution of system issues delivers excellent customer experience
• Complete other tasks as needed, including physical site surveys, inspections, and document collection
• Be the key Palmetto field representative delivering quality, experience and performance of Service and Installation work
• Effectively communicate with homeowners on arrival times and confirmations
• Maintain SLAs for service work site visits
• Perform O&M work and monitoring support
• Perform site surveys/site visits
• Perform partner and internal field training
• Perform safety and quality site audits and JCO reviews and manage/site inspections
• Perform field installations including PV, storage, MPU or structural upgrade
• Perform damage and claims investigations
• Reports to the Services Sr. Manager with a dotted line to the local Regional Director or Installation Manager

Field Service Technician

• Provide onsite troubleshooting and repair of solar systems
• Document visit and complete job close out report
• Schedule site visits directly with the customer when required
• Work with local field teams and central scheduling to optimize resolution times
• Provide feedback to field team leadership and Customer Experience to drive continuous improvement
• Assist with close out of pre-energization issues to ensure projects are ready to generate power
• Complete physical site surveys, inspections, and document collection
• Maintain SLAs for service work site visits and perform O&M work and monitoring support
• Perform partner and internal field training, safety and quality site audits, JCO reviews, and manage/site inspections
• Perform field installations including PV, storage, MPU or structural upgrade and conduct damage and claims investigations

• Provide onsite troubleshooting and repair of solar systems.
• Document visit and complete job close out report.
• Schedule site visits directly with the customer when required.
• Work with local field teams and central scheduling to optimize resolution times.
• Provide feedback to field team leadership, driving continuous improvement of Palmetto’s installation quality and execution.
• Assist with close out of pre-energization issues, ensuring customer projects are expertly executed and ready to generate power from Day 1 of permission to operate.
• Provide feedback to Palmetto’s Customer Experience team, working together to ensure Palmetto’s resolution of system issues provide not just satisfaction, but an experience they will brag about to their friends and family.
• Complete other tasks as needed, including but not limited to physical site surveys, inspections, and document collection.
• Be the key Palmetto field representative to deliver great quality, experience and performance of all Service and Installation work.
• Effectively communicate with homeowners on arrival times and confirmations on an as-needed basis.
• Maintain SLAs for service work site visits
• Perform O&M work and monitoring support
• Perform site surveys/site visits
• Perform partner and internal field training
• Perform safety and quality site audits and JCO reviews and manage/site inspections
• Perform field installations including PV, storage, MPU or structural upgrade
• Perform damage and claims investigations

• Provide onsite troubleshooting and repair of solar systems
• Document visit and complete job close out report
• Schedule site visits directly with the customer when required
• Work with local field teams and central scheduling to optimize resolution times
• Provide feedback to field team leadership, driving continuous improvement of Palmetto’s installation quality and execution
• Assist with close out of pre-energization issues, ensuring customer projects are expertly executed and ready to generate power from Day 1 of permission to operate
• Provide feedback to Palmetto’s Customer Experience team to ensure resolution of system issues provides excellent customer experience
• Complete other tasks as needed, including physical site surveys, inspections, and document collection
• Be the key Palmetto field representative to deliver quality, experience and performance of all Service and Installation work
• Effectively communicate with homeowners on arrival times and confirmations as needed
• Maintain SLAs for service work site visits
• Perform O&M work and monitoring support
• Perform site surveys/site visits
• Perform partner and internal field training
• Perform safety and quality site audits and JCO reviews and manage/site inspections
• Perform field installations including PV, storage, MPU or structural upgrade
• Perform damage and claims investigations
• Reports to the Services Sr. Manager with a dotted line to the local Regional Director or Installation Manager

Customer Support

• Supervise and mentor a team of 7-15 agents, ensuring high engagement and performance
• Conduct regular coaching sessions, one-on-one meetings, and team huddles to enhance service delivery
• Foster a culture of accountability, collaboration, and continuous learning
• Monitor real-time and historical metrics to ensure efficiency, adherence to KPIs, and high customer satisfaction
• Review call recordings, emails, and chat interactions to provide constructive feedback
• Develop action plans to improve agent performance and customer interactions
• Collaborate with workforce management to optimize staffing and scheduling
• Escalate operational risks or service disruptions and implement mitigation strategies
• Identify trends in customer feedback, complaints, and escalations to improve service processes
• Work closely with Quality Assurance, Training, and Knowledge Base teams to enhance agent enablement
• Champion a proactive service model, ensuring customers receive best-in-class support
• Work with the Call Center Customer Experience Manager to align team goals with business objectives
• Partner with other departments (FinOps, Escalations, Sales) to resolve complex issues and contribute to process enhancements

Customer Service Lead

• Manage the support and processing ecosystem surrounding Palmetto’s financial products as the Relationship Manager for the LightReach platform
• Act as a servant leader working directly with stakeholders to ensure smooth processes surrounding all financial product transactions
• Become a LightReach portal and financial product expert and answer partner questions
• Establish and maintain regular cadence of communication and execution of deliverables with Certified Installer leaders and reps
• Proactively visit key partners onsite to build and maintain strong relationships
• Coordinate and prioritize with internal colleagues to smooth out friction points or blockers relating to milestones, platform functionality, or LightReach product knowledge
• Drive continuous evaluation and improvement of external partner resources (Intercom) and internal processes (Guru)
• Provide coaching and training for Certified Installer sales reps on LightReach products and portal
• Maintain familiarity with third party proposal platforms that LightReach is integrated into (Solo, Aurora, Solargraf, Enerflo, etc)
• Deliver in-person sales trainings on LightReach processes and competitive positioning in the region
• Perform strategic business planning and forecasting activities with EPC partners
• Provide competitive market knowledge and LightReach positioning and support rep resolutions on escalations in Intercom as necessary

Relationship Manager

Business Development Rep

• Leads business development efforts for Palmetto Finance residential solar business in the East region
• Manages a team of Relationship Managers who support EPCs in the East region
• Provides training, mentorship, and coaching to Relationship Managers, fostering a high performance culture with clear expectations, accountability, and continuous development
• Focuses on account development on the Palmetto Finance platform
• Identifies opportunities, builds relationships, and executes objectives to achieve our business objectives
• Delivers new ideas, segments, and thought leadership to discuss other opportunities to expand the platform
• Keeps informed on industry trends, regulations, technological advancements, and conducts market research and intelligence to identify opportunities for growth
• Collaborates with internal teams, including Technology, Finance, Revenue, and Operations, to ensure successful implementation and delivery of solar solutions to external customers
• Works in close partnership with the VP of Operations, Manager Account Operations, Product Managers and Accounting to drive strategic initiatives and support EPC needs across the region

Director, Business & Account Development

Software Engineer

• Responsible for leading a multi-dimensional engineering team overseeing the full software development life cycle of Palmetto Finance LightReach platform
• Lead and manage a team of engineers and related personnel, overseeing planning, development, and execution of critical projects with strategic and operational focus
• Develop strategic plans for the engineering department to ensure alignment with company business objectives and market competitiveness
• Foster innovation and streamline engineering processes to enhance productivity and efficiency
• Collaborate cross-functionally with product management, design, and other departments to define technical requirements and ensure on-time delivery within budget
• Mentor and develop team members, providing guidance on technical and career growth and promoting an inclusive, high-performance culture
• Maintain high standards of software quality via best practices, code reviews, and process improvements to ensure scalability, stability, and reliability
• Analyze and improve the efficiency, scalability, and stability of system resources
• Manage and optimize infrastructure assets to satisfy internal financial targets while delivering technical excellence
• Provide leadership in technical discussions and ensure solutions align with organizational goals
• Report operational status and team progress to executive management, providing insight into successes and opportunities for growth

Engineering Manager

Product Manager

Company Description: Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.
Location: This position will be based in Charlotte, NC (preference) or remotely.
Summary of Role: The Senior Product Manager will accelerate the deployment of hundreds of thousands of clean energy assets as Palmetto ushers in the clean energy revolution. They will drive end-to-end product strategy and execution for a market segment of Palmetto Capital’s clean energy consumer financing Business Unit and have product ownership of key technical components of our origination and servicing platform supporting all our market segments. This includes developing products, services, and solutions that enable Palmetto to integrate with external platforms to drive growth and seize marketshare, efficiently underwrite and onboard customers to build robust portfolios of energy assets, drive value and satisfaction for our customers, and execute capital market transactions including public market securitizations. Given Palmetto Capital’s growth, rapid diversification, and large market opportunity, this role will require an entrepreneurial mindset with a strong, relentless ability to influence across the organization to get things done. This role reports to the VP of Product of Palmetto Capital and will have direct relationships with business, product, and engineering leaders across the company.
Strategic & Tactical: Partner closely with the VP of Product to drive the Palmetto Capital BU forward by identifying, defining, and building meaningful solutions that: Provide direct customer value and ensure enduring customer satisfaction; Drive growth in our core solar + storage financing products; Diversify our financing products into new markets and asset classes; Efficiently scale our platform to drive revenue without commensurate cost; Ensure the quality of our assets and portfolios. Develop the Palmetto Capital product strategy and supporting roadmap in line with the Palmetto Capital BU strategy and Palmetto’s broader company vision. Develop and be accountable for OKRs that tie your team’s work to measurable outcomes that ladder to key BU and company objectives. Manage and prioritize the product backlog, partner with engineering to effectively groom stories to ensure planning and execution efficiency and predictable velocity. Measure release impacts and outcomes, evolving product strategy and tactics accordingly. Exercise strong product and business judgment, understanding company and industry context, educating colleagues, and holding a balanced perspective on risks, rewards, and execution. Gain a deep understanding of Palmetto Capital’s customer segments (e.g., capital providers, installers, end consumers, etc), their daily lives, needs, opportunities and value drivers through regular research, testing, and analysis. Constantly integrate learnings into your product strategies. Apply commercial and technical expertise to guide problem definition, scope solutions, and drive decisions. Deploy modern product management and development best practices. Partner closely with engineering, data, and design to create systems and team muscle memory that enable ample discovery, strong problem definition and opportunity mapping, rapid concept testing and validation, outcome-based and iterative delivery, and metricing and learning. Forge strong bonds with key internal business stakeholders (operations, business development, servicing, etc) and technology partners (Business Systems, Platform, Data, Devices, Asset Management, Consumer, etc) to formulate new, innovative ideas to enhance our platform and coordinate and enable solutions across multiple systems and segments. Work closely with external partners (e.g., capital providers, integrated sales and design platforms, installers, service providers, vendors, etc.) to understand and support their needs. Embrace and leverage the transformative power of AI to drive faster discovery and learning cycles, higher team productivity and output, and more efficient use of talent, data, and the platform. Take advantage of the opportunity to drive and define the products for a rapidly growing business unit at Palmetto. Drive outcomes that prove the need for incremental investment and growth.

Senior Product Manager

Manager

• The Manager, Capital Markets will be responsible for capital markets activities spanning across capital raising, execution, and modeling work to support the advancement of those opportunities.
• 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
• Employment is contingent upon the successful completion of a background check.

Manager, Capital Markets

• Technical PM role on the Platform Product team supporting Data Products that deliver device data, energy modeling, and insights.
• Reinforce and evolve the platform foundation; scale and refine device data critical to Palmetto’s business.
• Partner with engineering, product, operations, customer support, and financial stakeholders; join a tenured engineering team with deep energy data expertise.
• Deliver fresh, accurate, and useful data for hundreds of thousands of devices that power homes with clean energy.
• Define quality standards for energy modeling, data visualization, and device monitoring products.
• Advocate for customers, business, and tech teams; proactively communicate and set clear stakeholder expectations.
• Implement processes to help the team deliver quality at speed; lead prioritization, craft OKRs, and own roadmap decisions.

Senior Product Manager, Data Products

Director

• Lead the company-wide analytics vision and roadmap to support business goals, product development, and customer experience; Help define KPIs, measurement frameworks, and long-term analytics goals
• Oversee development of advanced dashboards and reports for the ongoing analysis and monitoring of our BUs, products, partners, markets, KPIs, OKRs, and other initiatives; Conduct ad-hoc analysis with rapid delivery to support key tactical decisions
• Conceive of and lead ML / AI initiatives that drive customer value and underpin key product solutions, such as dynamic content and product recommendations for consumers or dynamic credit models for lending; connect these solutions to A/B testing strategies; Identify and support practical use cases for generative AI and automation tools to increase team productivity and insight generation
• Create and drive adoption of testing and learning frameworks across the organization, especially in product (e.g., definitions of success and metrics, rapid enablement, etc).
• In collaboration with Engineering leadership, ensure modern data architecture and infrastructure. Ensure security, reliability, redundancy, scalability, and cost efficiency. Eliminate duplicative systems.
• Inspire, mentor, and grow a team of direct and dotted line analysts, scientists, and engineers, creating a supportive, accountable, and proactive team culture.
• Build strong partnerships with senior leaders across Capital, Asset Management, Consumer, Product, Engineering, Finance, and Marketing

HVAC Channel Account Manager

Tax Director, Partnerships and Tax Equity

Senior HVAC Account Manager

Solar Field Service Technician

Channel Account Manager, HVAC

Financial Operations Specialist

Capital Markets Analyst

Field Service Technician

Field Service Technician

Field Service Technician

Field Service Technician

Customer Service Lead

Channel Account Manager, HVAC

Relationship Manager

Director, Business & Account Development

Engineering Manager

Senior Product Manager

Manager, Capital Markets

Senior Product Manager, Data Products

Sr. Director, Data & Analytics

Field Service Technician