Relationship Manager

Palmetto

Relationship Manager fostering partnerships and ensuring success on Palmetto’s financial products through expertise and collaboration.

Posted 5/2/2026full-timeRemote • Connecticut, New Jersey, New York • 🇺🇸 United StatesMid-LevelSenior💰 $116,000 - $164,000 per yearWebsite

About the role

Key responsibilities & impact

Become a LightReach portal and financial product expert, ready and able to answer any question thrown your way
Establish and maintain regular cadence of communication and execution of deliverables with Certified Installer leaders and reps (we win by delivering ensuring our partners are heard!)
Proactively visit key partners onsite to build and maintain strong relationships, fostering trust and collaboration
Coordinate and prioritize with internal colleagues to smooth out any friction points or blockers relating to milestones, platform functionality, or LightReach product knowledge
Drive continuous evaluation and improvement of external partner resources (Intercom), internal processes (Guru) and help build systems that meet current and future company service expansions.
Provide coaching and training for Certified Installer sales reps on LightReach products and portal
Seek constant improvement in the quality of Palmetto’s product and customer experience through consolidated feedback
Maintain familiarity with third party proposal platforms that LightReach is integrated into (Solo, Aurora, Solargraf, Enerflo, etc)
Ability to deliver in person sales trainings on LightReach processes and competitive positioning in the region
Strategic business planning & forecasting activities with EPC partners
Competitive market knowledge and LightReach positioning
Support rep resolutions on any escalations in Intercom as necessary

Requirements

What you’ll need

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.

Benefits

Comp & perks

unlimited PTO
medical coverage
dental coverage
vision coverage
paid parental leave
retirement plans
and more

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data interpretationsales trainingcustomer supportsales supportprocess improvementrelationship buildingcompetitive analysisproduct knowledgeworkflow streamlining

Soft Skills

communicationproblem solvingattention to detailcustomer service mindsetindependenceteamworkadaptabilitytrust buildingcollaboration

Certifications

BS/BA