Palmetto

Relationship Manager

Palmetto

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $1 - $100,000 per year

Job Level

Mid-LevelSenior

About the role

  • 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

Requirements

  • You work well in a fast-paced environment and are nimble to adapt to new challenges.
  • You are a professional communicator and able to navigate high-pressure conversations
  • You enjoy communicating internally and externally and can travel to visit partners onsite to build and strengthen relationships.
  • Ability to ruthlessly identify issues and prioritize the highest ROI/ROT
  • You thrive in a partner-facing role and are an advocate for solutions that drive partner successes
  • You are the face of the LightReach financial product with Certified Installers
  • You are knowledgeable in solar financing and milestone requirements in general
  • You’ve got a passion for servant leadership, willing to support frontline sales partners and team members to successfully transact on the Palmetto financial product platform.
  • Ability to identify objections to winning the business at an EPC and ability to be able to clearly articulate the needs to management
  • Minimum 4-6 years of experience in a customer, tech, or sales support role
  • Minimum 2-4 year experience in a sales-partner-facing role
  • BS/BA Preferred
  • Preferred experience with interpreting data reports to streamline workflows
  • Enjoys working in a fast-paced rapidly changing environment
  • Willingness to travel in region up to 50%
  • 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