Account Operations Specialist
Palmetto Clean Technology, Charlotte, NC, United States
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. We empower homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions.
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.
Department Description Palmetto Home 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.
Location This position will be based in Charlotte, NC.
Reporting This position will report to the Manager, Account Operations.
Summary of Role We are seeking a highly organized and detail-oriented Account Operations Specialist. This role will focus on managing LightReach Installers aging Install not PTOd pipeline and assisting with partner accounting inquiries to ensure accurate and timely financial processing. The ideal candidate will possess strong analytical skills, problem-solving abilities, and a proactive approach to improving operational efficiency.
Strategic & Tactical
Monitor, track, and manage aging customer accounts to ensure timely resolution
Creative problem solving that provides Palmetto with access to project’s PTO status (not submitted, submitted, etc)
Analyze aging reports and identify trends or discrepancies
Work cross-functionally with accounting, finance, relationship management, sales, and customer success teams to address overdue accounts
Develop and implement strategies to reduce outstanding timelines
Prepare regular reports and updates for senior management on pipeline status
Drive recommendations on partner offboarding and sales shutoff for problem partners
Partner Accounting Support
Serve as the primary point of contact for partner accounting inquiries, ensuring timely and accurate responses
Investigate and resolve discrepancies related to invoices, payments, and account reconciliations
Assist partners with understanding financial statements, billing issues, and payment processes
Collaborate with internal teams to enhance partner experience and optimize financial workflows through process recommendations
Maintain accurate documentation of partner interactions and resolutions
Qualifications
3+ years of experience in account operations, financial management, or a similar role
Proficiency in Excel, data analysis tools, and/or financial reporting systems
Excellent problem-solving and analytical skills
Strong communication and interpersonal abilities to collaborate with internal teams and external partners
Benefits Unlimited paid time off; medical, dental, and vision coverage; paid parental leave; retirement plans; and comprehensive wellness programs.
Equal Employment Opportunity Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business needs. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, disability status, or any other status protected under federal, state, or local law.
Employment is contingent upon the successful completion of a background check.
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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.
Department Description Palmetto Home 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.
Location This position will be based in Charlotte, NC.
Reporting This position will report to the Manager, Account Operations.
Summary of Role We are seeking a highly organized and detail-oriented Account Operations Specialist. This role will focus on managing LightReach Installers aging Install not PTOd pipeline and assisting with partner accounting inquiries to ensure accurate and timely financial processing. The ideal candidate will possess strong analytical skills, problem-solving abilities, and a proactive approach to improving operational efficiency.
Strategic & Tactical
Monitor, track, and manage aging customer accounts to ensure timely resolution
Creative problem solving that provides Palmetto with access to project’s PTO status (not submitted, submitted, etc)
Analyze aging reports and identify trends or discrepancies
Work cross-functionally with accounting, finance, relationship management, sales, and customer success teams to address overdue accounts
Develop and implement strategies to reduce outstanding timelines
Prepare regular reports and updates for senior management on pipeline status
Drive recommendations on partner offboarding and sales shutoff for problem partners
Partner Accounting Support
Serve as the primary point of contact for partner accounting inquiries, ensuring timely and accurate responses
Investigate and resolve discrepancies related to invoices, payments, and account reconciliations
Assist partners with understanding financial statements, billing issues, and payment processes
Collaborate with internal teams to enhance partner experience and optimize financial workflows through process recommendations
Maintain accurate documentation of partner interactions and resolutions
Qualifications
3+ years of experience in account operations, financial management, or a similar role
Proficiency in Excel, data analysis tools, and/or financial reporting systems
Excellent problem-solving and analytical skills
Strong communication and interpersonal abilities to collaborate with internal teams and external partners
Benefits Unlimited paid time off; medical, dental, and vision coverage; paid parental leave; retirement plans; and comprehensive wellness programs.
Equal Employment Opportunity Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business needs. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, disability status, or any other status protected under federal, state, or local law.
Employment is contingent upon the successful completion of a background check.
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