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