Relationship Manager

Role Overview

• The Relationship Manager role is critical to the success of the Palmetto Finance Platform, managing the support and processing ecosystem surrounding Palmetto’s financial products.
• 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

• 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
• 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

• unlimited PTO
• medical coverage
• dental coverage
• vision coverage
• paid parental leave
• retirement plans