New Relationship Specialist

This role supports Palmetto Capital’s mission to scale clean energy adoption by providing operational and relationship management support to solar and HVAC partners. The Relationship Specialist ensures smooth financial transactions, resolves partner issues, and delivers training and guidance on the LightReach platform. This individual also collaborates closely with regional Relationship Managers to drive engagement, surface insights, and improve partner experience. This role also provides Product Operations Support, managing queues within the financial portal, providing coaching and training to EPC partners & sales reps, and assisting in the continuous evaluation and improvement of internal processes. The role requires strong communication skills, the ability to build relationships, and the capability to thrive in a fast-paced, customer-centric environment. It involves travel to partner sites and collaboration with regional relationship managers to drive EPC engagement and implement regional strategies.