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