Operations Specialist

Company Description

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.

Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.

Department Description

Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy and HVAC industries. We provide homeowners with financial products to benefit from solar power, energy storage systems, and home efficiency through advanced heating and cooling technologies. We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing, customer management system, and milestone quality control system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption.

Location

This position will be remote-based in the Philippines.

Reporting

This position will report into the Team Lead, Operations Specialist.

Role Summary

The Operations Specialist I is critical to the success of the LightReach Platform, managing the underwriting and technical document processing surrounding Palmetto’s financial products. As well as provide installer support via intercom to ensure smooth intake surrounding all financial product transactions. The role is at the forefront of installer support and underwriting.

Strategic & Tactical

• Constantly monitor and refresh designated queues.
• Review files holistically and attempt to approve documents using all resources available – or - properly disposition and reject files as appropriate.
• Maintain communication with OpSpec Colleagues on other administrative tasks.
• Execute compliance dispositions in the event of a potential violation.
• Review & respond to inbound chat inquiries, when applicable, in 2 minutes or less, executing with high quality and in line with our unique OpSpec brand/style.
  
  

Qualifications

• Minimum 1+ years of experience in a customer, tech, or sales support role.
• Knowledge of the construction or solar industry preferred.
• 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, and accept feedback gracefully.
• You are an excellent conversational English writer.
• You are proficient in web-browser hotkeys/shortcuts, and have a high typing speed of at least 40 words per minute.
  
  

Employment is contingent upon the successful completion of a background check.

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

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