Operations Specialist I

Palmetto Clean Technology is hiring an Operations Specialist I in Charleston, SC. The role involves managing support and processing for financial products, ensuring smooth transactions, and collaborating with internal stakeholders. Candidates should have a background in solar and clean tech, strong problem-solving skills, and excellent communication abilities. The position offers benefits like unlimited PTO and is full-time with hours from 9 AM to 6 PM EST, Monday to Friday.
Company Description

Recognized by Forbes as one of the fastest-growing private companies in the United States, Palmetto believes that choosing to source clean energy from renewable resources like solar power should be a right, not a privilege. As such, we connect homeowners with renewable energy options such as solar power and energy storage systems. Through our marketplace business model, we empower solar sales professionals and solar installation companies with access to our proprietary design platform, financing, customer management system, logistics, and project management. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our industry-leading Net Promoter Score.

Our employees are our most valuable resource. Palmetto has a promote-from-within culture for talent development. We offer excellent benefits such as unlimited vacation/PTO, medical, dental, and vision coverage, parental leave, and retirement plans.

The Operations Specialist role is critical to the success of the LightReach Platform, managing the support and processing ecosystem surrounding Palmetto's financial products.

The Operations Specialist will work directly with internal stakeholders and support partners to ensure smooth processes surrounding all financial product transactions. The role is at the forefront of product operations, underwriting, product marketing, and compliance systems.

Location and Hours:
• Charleston SC – or– Charlotte NC (Full time)
• Monday - Friday: 9AM - 6PM EST

About You!
• You work well in a fast paced, computer-oriented environment.
• You have a background or are otherwise knowledgeable about solar and clean tech in general.
• You've got a passion for servant leadership, willing to support frontline sales reps and team members to successfully transact on the Palmetto financial product platform.
• You maintain a high level of emotional intelligence, able to navigate through stressful situations in a tactful manner.

Success Defined
• Consultative Support: 95% Support requests responded to within 2 minutes, with high quality execution. Accurate guidance and coaching of sales members relative to product parameters, milestones, etc.
• Underwriting: 95% Underwriting reviews executed & properly dispositioned within 15 min
• Resource Management: Consistent accuracy & attention to detail on training and knowledge base development

Strategic/Tactical Responsibilities
• Consultative support execution
• Underwriting
• Resource management (knowledge base, training content, GURU etc)

Required Background and Skills
• BS/BA Preferred
• Preferred experience with interpreting data reports to streamline workflows
• Enjoys working in a fast-paced rapidly changing environment
• 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
• Spanish speaker is a plus

Equal Employment Opportunity

Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.

For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy

About the Company:
Palmetto Clean Technology