Palmetto · 22 hours ago
Operations Specialist ll
United States
Full-time
Remote
Entry, Mid Level
2+ years expPalmetto is a leading clean tech company focused on accelerating the transition to a clean energy future. The Operations Specialist II plays a critical role in managing underwriting and technical document processing for financial products, providing installer support, and ensuring compliance and knowledge management.
Clean EnergyCleanTechConsumer SoftwareEnergySoftware
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
Qualification
Required
Minimum 2+ years of experience in a customer, tech, or sales support role
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
You work well in a fast paced, computer-oriented environment, and are an excellent conversational writer
You are proficient in web-browser hotkeys/shortcuts, and have a high typing speed of at least 40 words per minute
Preferred
Knowledge of the construction or solar industry preferred
Spanish speaker is a plus
Benefits
Unlimited PTO
Medical, dental, and vision coverage
Paid parental leave
Retirement plans
And more
Company
Palmetto
Palmetto accelerates the clean energy transition with software and financial services that make home electrification easy.
201-500 employees
H1B Sponsorship
Palmetto has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (1)
2023 (3)
2022 (5)
2021 (2)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
$2.25BKey Investors
TPG Rise Climate FundSocial CapitalJP Morgan
2025-10-06Debt Financing· $420M
2025-01-17Debt Financing· $1.2B
2023-03-06Private Equity· $150M
Leadership Team
Shane Battier
Chief Culture Advisor
Recent News
Company data provided by crunchbase