Account Operations Specialist
Remote regions
PhilippinesBenefits
Unlimited PTO
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Strategic & Tactical Aging Pipeline Management:
- Own day-to-day intake and processing of partner extension requests
- Validate documentation completeness and compliance with extension criteria
- Categorize extension reasons (Utility, AHJ, Service, Partner Delay, Other)
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
Qualifications:
- Bachelors degree
- 2+ years of experience in account operations, financial management, or a similar role
- Proficiency in Excel, and data analysis tools and/or financial reporting systems
Palmetto
Palmetto is a leading clean tech company with a mission to accelerate the transition to a clean energy future. They operate at the intersection of B2B and D2C, offering software, financial products, and services that drive real environmental impact. They foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work.