Operations Specialist, LightReach (evening PST coverage)

JD Current as of: February 2024

LightReach is a branch of Palmetto Energy focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform, financing, customer management system and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and prepared to continue growth.

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 Operations Specialist will report into the Head of Product Operations & Underwriting.

Location & Hours

• Remote via USA (Full Time)
• Monday - Friday Hours: 12-9 PM MT (11-8 PM PST) Full-time (40 hours per/week) inclusive of Core Coverage Hours:

About You!

• You work well in a fast paced environment, and are nimble to adapt to new challenges.
• You are knowledgeable in solar financing and milestone requirements 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

• 95% Support requests responded to within 5 minutes, with high quality execution
• Accurate guidance and coaching of sales members relative to product parameters, milestones, etc.
• Consistent accuracy & attention to detail on communication & file notation

Strategic/Tactical Responsibilities

• Support EPC partner requests via intercom mechanisms, removing friction and blockers to any transactions.
• Be the primary driver of Capital Markets Operations infrastructure, including knowledge base resources, internal & external communications, support systems, best practices, etc.
• Manage all queues & action areas within the financial portal to ensure smooth transactions.
• Provide consultative service to transaction partners.
• Coordinate with internal colleagues to smooth out any friction points or blockers relating to milestones.
• Provide coaching and training transaction partners & sales reps.
• Maintain datasets on frontline support activity to drive improvement in the quality of the product.
• Surface platform improvements to attack common problems observed. Assist in the continuous evaluation and improvement of internal processes and help build systems that meet current and future company service expansions.

Required Background and Skills

• Minimum 2+ years of experience in a customer, tech, or sales support role
• 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
• Knowledge of the construction or solar industry preferred
• 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.

Palmetto is leading our world toward a clean energy future with revolutionary technology, full turnkey sales services, industry-leading logistics, thousands of solar panel installations and an endless passion for all things sustainable. We’ve structured, financed and developed clean energy projects across 4 continents and 22 countries, and we’re not stopping anytime soon. We are a high growth company with a promote-from-within culture. We offer excellent traditional benefits such as unlimited vacation, medical, dental and vision coverage, and retirement plans. Our open layout office is in downtown Charleston, where our team members can enjoy cold brewed coffee on tap, the office dog, and culture-building events like kickball or daily huddles. Our #1 Value is Customer Experience and we pride ourselves on over delivering. To learn more about our services, visit Palmetto.com.