Location

This internship will be based in Charlotte, NC.

Reporting

This intern will report to the Senior Manager of Corporate and Technical Reporting.

Summary of Role 

Palmetto is seeking a motivated and curious student to join the Accounting team for a summer internship. This internship is designed to provide hands-on experience supporting real business initiatives in a fast-paced, mission-driven environment.

The intern will gain exposure to corporate accounting and financial reporting processes and contribute to meaningful work aligned with team priorities during a critical quarterly close period. This role is structured to provide practical development while delivering measurable business value through participation in month-end close support, balance sheet reconciliations, and reporting preparation.

Throughout the internship, the intern will support accounting workflows related to solar asset tranche activity, EPC payment structures, and accounts receivable reporting while gaining insight into financial operations within the renewable energy industry.

Core Responsibilities

The intern will support the Accounting team through project-based work and ongoing close activities. Responsibilities may include:

• Assisting with activities supporting the monthly close process, including preparation of supporting schedules and documentation
• Assisting with preparation of balance sheet reconciliations for key accounts
• Supporting preparation of quarter-end financial reporting schedules and related documentation
• Contributing to reconciliation template improvements and documentation updates to strengthen internal controls
• Assisting with accounting workflows related to solar asset tranche activity and EPC payment structures
• Supporting data tracking, reporting preparation, and process improvement initiatives within the accounting team
• Completing a defined project focused on improving reconciliation templates, close support schedules, or accounting documentation

Qualifications

• Currently enrolled in an undergraduate or graduate program
• Pursuing a degree in Accounting or a related field
• Strong written and verbal communication skills
• Demonstrated analytical or problem-solving ability
• Ability to manage time effectively and meet deadlines
• Prior internship, coursework, or project experience in accounting, finance, or financial reporting is preferred
• Interest in renewable energy, climate tech, or mission-driven organizations

Location

This position will be based in Charlotte, NC.

Reporting

This position will report to the Chief Accounting Officer and works in close partnership with the accounting team as well as internal and external auditors.

Summary of Role 

Palmetto is seeking a Director, SEC Reporting & Technical Accounting to lead all external reporting and technical accounting functions. This is a highly visible and critical role responsible for ensuring the integrity, accuracy, and timeliness of the Company’s SEC filings, technical accounting positions, and financial disclosures. The Director will serve as the Company’s primary subject matter expert on US GAAP technical accounting matters and will own all aspects of the SEC reporting process.

This is a newly created and critical position developed in response to the continued growth and complexity of our business. The role interfaces cross-functionally across the organization and requires the ability to operate with credibility at the executive level.

Strategic & Tactical

• SEC Reporting & External Disclosures
  • Lead the end-to-end preparation and review of all SEC filings, including Forms 10-K, 10-Q, 8-K, proxy statements, and other required filings, ensuring compliance with Regulation S-X and S-K disclosure requirements
  • Oversee the preparation of financial statements, footnotes, MD&A, earnings releases, and non-GAAP reconciliations
  • Manage the XBRL/iXBRL tagging process and ensure accurate, timely submission of filings via EDGAR
  • Coordinate the review of SEC filings with external auditors, outside legal counsel, investor relations, and executive management
  • Monitor FASB, SEC, PCAOB, and other regulatory bodies to identify and assess the impact of new accounting standards and regulatory developments on the Company’s reporting and disclosures
  • Serve as the primary liaison with external auditors on all external reporting and technical accounting matters
  • Administer and optimize the Company’s SEC reporting software platform (e.g., Workiva)
• Technical Accounting
  • Serve as the Company’s primary subject matter expert on complex and non-routine accounting matters under US GAAP
  • Research, document, and communicate technical accounting positions on complex transactions, including equity arrangements, revenue recognition, lease accounting, business combinations, impairments, and other significant transactions
  • Author and maintain high-quality technical accounting memos that withstand auditor and regulatory scrutiny
  • Lead the assessment and implementation of new accounting standards across the organization, including developing accounting policies and updating the Company’s policy framework
  • Provide proactive technical accounting guidance to business partners on contemplated transactions and strategic initiatives to ensure accounting and operational considerations are addressed upfront
  • Collaborate with Legal, FP&A, Tax, and business teams on complex or judgment-intensive accounting matters
• SOX Compliance & Internal Controls
  • Own and maintain a strong internal control environment over financial reporting, including SOX 404 compliance
  • Design, document, and continuously improve controls over the external reporting and technical accounting processes
  • Partner with internal audit and external auditors on control testing, deficiency remediation, and readiness activities
• Leadership & Cross-Functional Collaboration
  • Hire, mentor, lead, train, and develop staff to support the Company’s external reporting and technical accounting needs
  • Collaborate with the Corporate Controllership team to support the consolidated close process
  • Develop and present management reports, accounting policy summaries, and technical updates to senior leadership and the Audit Committee
  • Manage relationships with cross-functional department heads across the organization, staying abreast of strategic activities that may drive changes to financial policies and reporting
  • Ad-hoc/special projects as assigned

Qualifications

• Bachelor’s degree in Accounting or Finance required; Master’s degree a plus
• CPA required
• 10+ years of progressive accounting experience; a combination of Big 4 public accounting and public company industry experience strongly preferred
• Deep expertise in US GAAP and SEC reporting rules and regulations, including Regulation S-X, Regulation S-K, and EDGAR filing requirements
• Demonstrated experience authoring technical accounting memos on complex topics including ASC 606, ASC 842, ASC 350/360, ASC 805, ASC 718, and other areas
• Experience with SEC reporting software (Workiva preferred) and XBRL/iXBRL tagging
• Experience supporting capital markets or other significant company transactions is a strong plus
• SOX 404 experience, including design and documentation of internal controls over financial reporting
• Strong organizational skills with a focus on accuracy, detail orientation, and the ability to produce high-quality work in tight timelines
• Demonstrated ability to lead both initiatives and teams in a fast-paced, high-growth environment, and to communicate complex technical accounting requirements to both technical and non-technical audiences
• Strong interpersonal, oral, and written communication skills with the ability to present to executive leadership and Audit Committees
• Big 4 public accounting background preferred
• Possess the highest level of integrity
• Ability to adapt and thrive in a rapidly changing environment
• Available for occasional travel

Location

This internship will be based in Charlotte, NC.

Reporting

This intern will report to the Customer Experience Manager.

Internship Overview

Palmetto is seeking a motivated, analytical, and curious student to join the Customer Experience team for a summer internship. This role is designed to provide hands-on experience analyzing customer and operational data to identify trends, uncover opportunities, and recommend improvements that enhance the overall customer experience.

The intern will partner closely with Customer Experience and Operations leaders to evaluate key metrics such as CSAT, call volume, contact drivers, and operational performance. This role will provide meaningful exposure to business operations, data-driven decision making, and process improvement in a fast-paced, mission-driven environment.

This internship is structured to provide practical development while delivering measurable business value through actionable insights and recommendations.

Core Responsibilities

The intern will support the Customer Experience team through project-based work and ongoing initiatives. Responsibilities may include:

• Analyzing CSAT data to identify trends, root causes of customer dissatisfaction, and improvement opportunities
• Reviewing customer contact drivers to understand why customers are reaching out and identifying ways to reduce unnecessary contact volume
• Evaluating call volume trends and seasonal patterns to support forecasting and operational planning
• Identifying repeat contact trends and opportunities to improve first contact resolution
• Analyzing customer journey stages to determine when customers most frequently contact support
• Identifying operational bottlenecks or delays across project milestones
• Recommending training opportunities based on customer feedback and interaction trends
• Partnering with cross-functional teams to understand operational processes and improvement opportunities
• Creating dashboards, summaries, and presentations to share findings with leadership
• Completing a defined project with clear deliverables and recommendations by the end of the internship

Qualifications

• Currently enrolled in an undergraduate or graduate program
• Pursuing a degree in Business, Data Analytics, Operations, Customer Experience, Statistics, Economics, or related field
• Strong analytical and problem-solving skills
• Experience working with data in Excel, Google Sheets, or similar tools
• Strong written and verbal communication skills
• Ability to translate data into actionable insights
• Strong organizational and time management skills
• Interest in customer experience, operations, or business analytics
• Prior internship, coursework, or project experience in analytics or operations is a plus
• Interest in renewable energy, climate tech, or mission-driven organizations preferred

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 is a remote position and based in New York, New Jersey or Connecticut areas

About You

• You work well in a fast-paced environment and are nimble to adapt to new challenges. 
• You are a professional communicator and able to navigate high-pressure conversations 
• You enjoy communicating internally and externally and can travel to visit partners onsite to build and strengthen relationships.
• Ability to ruthlessly identify issues and prioritize the highest ROI/ROT
• You thrive in a partner-facing role and are an advocate for solutions that drive partner successes 
• You are the face of the LightReach financial product with Certified Installers
• You are knowledgeable in solar financing and milestone requirements in general
• You’ve got a passion for servant leadership, willing to support frontline sales partners and team members to successfully transact on the Palmetto financial product platform. 
• Ability to identify objections to winning the business at an EPC and ability to be able to clearly articulate the needs to management

Summary of Role 

The Relationship Manager role is critical to the success of the Palmetto Finance Platform, managing the support and processing ecosystem surrounding Palmetto’s financial products. The Relationship Manager is a servant leader, willing to work directly with stakeholders to ensure smooth processes surrounding all financial product transactions. 

Strategic & Tactical

• Become a LightReach portal and financial product expert, ready and able to answer any question thrown your way
• Establish and maintain regular cadence of communication and execution of deliverables with Certified Installer leaders and reps (we win by delivering ensuring our partners are heard!)
• Proactively visit key partners onsite to build and maintain strong relationships, fostering trust and collaboration
• Coordinate and prioritize with internal colleagues to smooth out any friction points or blockers relating to milestones, platform functionality, or LightReach product knowledge
• Drive continuous evaluation and improvement of external partner resources (Intercom), internal processes (Guru) and help build systems that meet current and future company service expansions. 
• Provide coaching and training for Certified Installer sales reps on LightReach products and portal
• Seek constant improvement in the quality of Palmetto’s product and customer experience through consolidated feedback
• Maintain familiarity with third party proposal platforms that LightReach is integrated into (Solo, Aurora, Solargraf, Enerflo, etc)
• Ability to deliver in person sales trainings on LightReach processes and competitive positioning in the region
• Strategic business planning & forecasting activities with EPC partners
• Competitive market knowledge and LightReach positioning
• Support rep resolutions on any escalations in Intercom as necessary

Qualifications

• Minimum 4-6 years of experience in a customer, tech, or sales support role
• Minimum 2-4  year experience in a sales-partner-facing role
• BS/BA Preferred
• Preferred experience with interpreting data reports to streamline workflows
• Enjoys working in a fast-paced rapidly changing environment
• Willingness to travel in region up to 50%
• Customer service mindset
• Problem solver
• Attention to detail
• Strong computer skills
• Ability to work independently as well as in a team
• Excellent communicator, both written and verbal
• Knowledge of the construction or solar industry preferred
• Spanish speaker is a plus

Location

This internship will be based in Charlotte, NC.

Reporting

This intern will report to the Senior Manager, Digital Support

Internship Overview
Palmetto is looking for a motivated and curious student to join the Customer Experience (CX) team for a summer internship. This role sits at the intersection of AI, customer operations, and business strategy, giving you hands-on exposure to how a high-growth clean energy company is building the future of automated customer support.

You will work directly alongside our CX AI team on real initiatives, not hypothetical projects. That means contributing to Sunny, our AI support agent built on Intercom, and helping improve how we use data, automation, and AI to resolve customer issues faster and more effectively. This role is built for someone who wants to learn by doing and is comfortable moving fast in an environment where the work actually ships.

Core Responsibilities

The intern will own and support a mix of project-based work and ongoing initiatives throughout the summer. Responsibilities may include:

• Supporting the development and optimization of Sunny, our AI customer support agent, including testing conversation flows, reviewing AI resolution data, and identifying gaps in coverage
• Analyzing customer contact data to surface trends, identify high-volume issue types, and recommend new AI automation opportunities
• Assisting in the creation and maintenance of knowledge base content used to train AI responses
• Documenting workflows, SOPs, and process improvements across the CX team
• Partnering with CX operations, engineering, and product stakeholders on cross-functional projects
• Contributing to a defined summer project with clear deliverables and a final presentation to the CX leadership team

Qualifications

• Currently enrolled in an undergraduate or graduate program
• Pursuing a degree in Business, Information Systems, Computer Science, Data Analytics, Communications, or a related field
• Genuine curiosity about AI, automation, and how technology can improve customer experience
• Strong written and verbal communication skills, you can explain a complex problem clearly in a Slack message or a slide
• Comfortable working with data: pulling reports, spotting patterns, and drawing conclusions
• Ability to manage multiple workstreams, prioritize effectively, and hit deadlines without heavy hand-holding
• Prior internship, coursework, or project experience in CX, operations, product, or AI-adjacent work is a plus
• Interest in renewable energy, climate tech, or mission-driven organizations

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. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption.

Location

This position will be based in Charlotte, NC.

Reporting

This position will report into the Senior Manager, Revenue Operations.

Summary of Role 

The Revenue Operations Specialist, Comfort owns the "first production" phase for our commercial partnerships. Reporting to the Senior Manager, Revenue Operations, this role ensures the critical gap between onboarding and the first deal is bridged seamlessly for our HVAC and Home Electrification partners. You drive structured, systemic activation so that partner success does not depend on individual follow-up heroics from the field team.

Strategic & Tactical

• Schedule, confirm, and coordinate and situationally, coordinate the initial training sessions for HVAC, Heat Pump, and Home Electrification partners.
• Help in developing educational and sales materials that clearly articulate Palmetto product offerings.
• Deploy program overviews and documentation to partners prior to their first training to ensure they arrive informed and ready to engage.
• Proactively prepare partners for their first opportunity by equipping them with the tools, training, and confidence to effectively engage, interact with, and sell to external customers immediately after onboarding.
• Track non-activated accounts closely, deploying re-engagement strategies to prevent partners from stalling out.
• Hand off successfully activated and transacting partners to their respective CAMs for ongoing relationship management and volume growth.

Qualifications

• 3+ years of experience in sales enablement, training, or partner activation.
• Experience in the HVAC/Heat Pump and Home Electrification industry is preferred.
• Strong interpersonal and relationship building skills.
• Superior communication skills – both oral and written.
• Ability to present complex financial or technical platforms clearly to enterprise-level clients and partners.

Location

This position will be based in Charlotte, NC. 

Reporting

This position will report to the Chief Investment Officer. 

Summary of Role 

The Treasurer is a director-level leadership role responsible for the development and leadership of the Company’s treasury function, including oversight of corporate capital raising and capital structure, and direct responsibility for cash management, liquidity planning, banking relationships, insurance, and financial risk management. This role will be instrumental in building and leading a high-performing treasury team, implementing treasury policies and systems, and ensuring that the Company has the resources and structure in place to support its long-term growth and leadership in advancing a clean energy future.

Strategic & Tactical

• Treasury Leadership & Strategy
  • Lead the Company’s treasury function, including team development, processes, and systems.
  • Establish and scale treasury infrastructure, systems, policies, and internal controls appropriate for a high-growth consumer finance business.
  • Partner with senior leadership to align treasury strategy with the Company’s overall financial and operational objectives.
• Corporate Capital Raising 
  • Key role in corporate-level capital raising activities, including debt facilities, corporate credit lines, and other financing structures to support growth.
  • Develop and maintain strong relationships with financial institutions, lenders, and other funding partners.
  • Monitor financial covenant compliance and ensure timely reporting to funding partners.
• Cash & Liquidity Management
  • Oversee daily cash management, forecasting, and liquidity planning across all operating entities.
  • Ensure efficient utilization of cash resources and optimize intercompany cash flows.
  • Implement treasury systems and reporting tools to provide transparency into cash and liquidity.
• Insurance & Enterprise Risk
  • Oversee the Company’s insurance programs and strategy, including property, casualty, liability, D&O, cyber and other relevant coverages.
  • Evaluate and manage risks to safeguard the Company’s assets and operations.
  • Negotiate insurance policies and ensure appropriate coverage and cost effectiveness.
• Financial Risk Management
  • Identify, assess and mitigate financial risks including interest rate, liquidity, counterparty and market risk.
  • Develop and oversee hedging strategies where appropriate.
  • Establish risk monitoring frameworks and reporting for senior leadership and the Board.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CTP designation strongly preferred.
• 8+ years of treasury, finance, or related experience, including demonstrated success in corporate capital raising and treasury operations.
• Experience establishing and leading a treasury function in a growth-oriented or consumer asset finance industry preferred.
• Strong knowledge of cash management, financing structures, and insurance programs.
• Proven leadership ability with experience building and developing high-performing teams, fostering a culture of accountability, collaboration, and continuous improvement.
• Strong leadership skills with experience mentoring and advancing professional development of staff.
• Exceptional communication, negotiation, and relationship management skills.

Success Defined

• Establishing a best-in-class treasury function that supports the Company’s growth strategy.
• Ensuring adequate liquidity to fund operations and long-term initiatives.
• Overseeing corporate capital raising initiatives to help ensure access to capital on favorable terms.
• Implementing effective insurance and risk management programs.
• Building and leading a strong treasury team that delivers operational excellence.

Department Description

Service Operations is a core function within Palmetto’s Service and Asset Management organization, responsible for post-PTO service and maintenance across the residential solar asset lifecycle. The team ensures system performance, reliability, and customer satisfaction by managing service requests from intake through resolution. This includes remote troubleshooting, site visit coordination, and field execution through both in-house technicians and a national network of service partners. 

Service Operations plays a critical role in protecting asset performance and optimizing the cost of service at scale. Our focus is to resolve issues quickly, efficiently, and with high quality—balancing speed, cost, and customer satisfaction while supporting the long-term performance of the assets we manage.

Location

This position will be based remotely in the Philippines. 

Reporting

This position will report to the Service Operations Team Lead.

Summary of Role 

The Service Coordinator lll is responsible for managing post-PTO service requests that require site visits, owning the process from intake through scheduling and execution readiness.

This role serves as the central point of coordination between customers, service partners, and internal teams, ensuring timely resolution, accurate scoping, and efficient resource allocation. Coordinators are accountable for driving service requests through the pipeline while balancing speed, cost, and customer experience.

Strategic & Tactical

• Own the lifecycle of service requests requiring site visits, from intake through scheduling and readiness for execution.
• Triage incoming cases from Technical Support and determine next steps, including validation of scope and service needs.
• Define and validate scopes of work for internal Field Service Technicians and external service partners, ensuring clarity and completeness prior to dispatch.
• Select appropriate service resources based on scope, location, cost, and partner performance, optimizing for both efficiency and quality.
• Manage service queues and case pipelines within Salesforce, maintaining data accuracy and ensuring all requests progress within defined timelines.
• Maintain proactive communication with customers regarding scheduling, delays, and next steps, ensuring a high-quality service experience.
• Review and approve partner quotes and invoices, ensuring alignment with scope of work and cost expectations.
• Monitor job progress and follow up on open or delayed work orders, escalating risks to timelines, quality, or customer satisfaction as needed.
• Collaborate with Field Service, Supply Chain, Engineering, and other internal teams to resolve blockers and ensure successful job execution.
• Support partner performance management by providing feedback, identifying recurring issues, and contributing to partner reviews.
• Conduct root cause analysis on service issues and recurring failures, documenting insights and contributing to process improvements.
• Identify workflow inefficiencies and suggest improvements to processes, tools, and coordination practices.

Qualifications

• BS/BA is preferred.
• 2+ years of experience in a service coordination, operations, or customer support role in a high-volume environment.
• Strong organizational and time management skills, with the ability to manage multiple service requests simultaneously.
• Ability to make decisions under ambiguity, balancing speed, cost, and customer impact.
• Customer-first mindset with strong communication skills, both written and verbal.
• Experience working with CRM or service management platforms (Salesforce preferred).
• Attention to detail, particularly in scope validation, scheduling accuracy, and cost control.
• Ability to work cross-functionally and manage multiple stakeholders, including external service partners.
• Proactive, resourceful, and comfortable operating in a fast-paced, evolving environment.
• Experience in residential solar, construction, or field service operations is preferred.
• Familiarity with service partner networks and contractor-based service models is preferred.
• Spanish proficiency is a plus.

Success Defined

Success in this role is measured by the ability to efficiently move service requests through the coordination pipeline while ensuring high-quality decision-making, cost control, and strong customer communication.

• Pipeline Throughput & SLA Adherence
  • Consistently progress service requests from intake through service readiness within defined SLAs, minimizing backlog and avoiding unnecessary delays or rework.
• Scope Accuracy & Cost Control
  • Demonstrate high accuracy in scope definition and service resource selection, resulting in minimal scope changes, low rework rates, and optimized cost per service event.
• Customer Experience
  • Maintain clear, proactive communication with customers throughout the service process, contributing to strong customer satisfaction and reduced inbound escalations.

Location

Charlotte, NC preferred; remote acceptable, with regular travel required.

Reporting

This role will report to the Chief Technology Officer.

Summary of Role 

The Vice President, Product Commercialization is a senior builder and commercial leader responsible for creating and scaling new software and data platform product lines within Palmetto’s Software & Data Group. This role owns the journey from 0→1 through early scale—defining commercial strategy, shaping product-market fit, and ensuring each product is designed to reach $100M+ in external revenue over time. While deeply hands-on in the earliest stages, this role also sets the conditions for scale through pricing, packaging, contracts, go-to-market motion, and early team structure. Reporting to the CTO, this role works in close partnership with product, engineering, data, and design leaders, and collaborates directly with the CEO on select enterprise deals and strategic partnerships.

Strategic & Tactical

Build and Launch New Platform Product Lines

• Identify and shape new software and data platform opportunities from ground zero
• Translate customer problems into compelling value propositions, pricing, and commercial strategy
• Partner deeply with product and engineering leaders to ensure what’s built can win commercially and scale sustainably

Drive Early Commercial Traction

• Personally lead early go-to-market efforts, including enterprise sales, pilots, partnerships, and lighthouse accounts
• Establish strong product-market fit through real customer adoption and committed revenue
• Clearly articulate technical value, business outcomes, and ROI to non-technical buyers

Design for Scale

• Ensure early decisions around product scope, pricing, packaging, and deployment support a credible path to $100M+ in revenue
• Build and refine ROI models, commercial narratives, and contract structures
• Use customer and market feedback as a primary input into product strategy

Build and Scaffold Commercial Teams

• Design the early commercial operating model for new products
• Hire and develop initial commercial leaders and contributors
• Delegate ownership appropriately as products move from 0→1 into scale

Partner at the Executive Level

• Work closely with the CTO, CEO, and executive team on enterprise opportunities and strategic partnerships
• Represent Palmetto credibly with customers, partners, and the broader market
• Help shape the long-term commercial strategy of the Software & Data Group

Qualifications

• 12+ years of experience across product leadership, commercialization, growth, or platform businesses
• Proven experience launching and scaling software or data products beyond early pilots
• Direct exposure to large-scale external revenue growth (e.g., businesses on a path to $100M+ ARR)
• Strong product instincts and ability to influence product direction through customer and market insight
• Experience designing and scaling early commercial teams without overbuilding
• Comfort leading enterprise customer conversations and complex commercial negotiations
• Experience with pricing, contracts, partnerships, and ROI-driven selling
• Willingness to travel and engage directly with customers and partners
• Motivated by ownership, upside, and building new businesses—not just managing large existing ones
• Founder, early executive, or ex-PM/operator background strongly preferred

What This Role Is Not

• Not a long-term CRO or VP Sales role
• Not purely a sales leadership role
• Not a late-stage optimization role
• This is a foundational VP role for someone who wants to build and commercialize new platform businesses and help shape Palmetto’s next generation of software and data products

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. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption.

As Senior Product Manager for Palmetto Home, you will own end-to-end product strategy and execution for one or more market segments of our consumer financing business. In addition, you'll hold product ownership of the core technical components that power our origination, underwriting, onboarding, and servicing across all segments.

This is a builder's role. You'll work in a fast-growing, rapidly diversifying business unit where the problems are interesting and the opportunity to define something meaningful is real. You'll partner with engineering, design, data, operations, and business leaders — as well as external capital providers, installer partners, and service integrators — to ship products that scale efficiently and create durable value.

This role reports to the VP of Product.

Location

This position will be based in Charlotte, NC.

What You'll Own

Platform & Product Execution

• Drive the product roadmap for key components of Palmetto’s financing origination and servicing platform — from discovery through delivery and iteration
• Manage and prioritize the product backlog; partner with engineering and stakeholders to groom, build, test, and expand.
• Own OKRs that tie your team's work to measurable business unit and company objectives
• Evaluate and evolve product strategy based on experiment results, usage data, and market signals

Growth & Diversification

• Identify, define, and build solutions that drive growth in core solar + storage and home improvement financing and expand into new asset classes and markets
• Enable Palmetto to integrate with external platforms (capital providers, installer tools, data providers) to accelerate growth and capture market share
• Partner with business development, operations, and servicing teams to uncover and prioritize the right problems

Customer & Market Intelligence

• Develop deep expertise in Palmetto’s customer segments — homeowners, installers, capital providers, etc — through ongoing research, testing, and analysis. Be in the field and work directly with internal and external users. 
• Translate customer insight into clear problem definitions, scoped solutions, and confident decisions
• Balance commercial and technical perspectives when navigating tradeoffs

Cross-Functional Leadership

• Build strong working relationships with internal stakeholders across operations, business development, servicing, business systems, platform, data, and consumer product teams
• Influence prioritization and action across dotted-line teams without direct authority
• Deploy modern product development practices: ample discovery, rapid validation, outcome-based delivery, iteration. 

AI & Platform Leverage

• Actively identify and apply AI-powered tools and approaches to accelerate discovery cycles, improve team productivity, and make smarter use of data and platform capabilities

What We're Looking For

Experience

• 7–10 years of product management experience, with meaningful time in consumer finance origination, servicing, capital markets, credit/risk, or adjacent domains
• Background in B2B home improvement, solar, or consumer-facing financial products strongly preferred
• Experience at a high-growth startup or during a period of significant product portfolio scaling is a strong plus
• Proven track record owning a roadmap, leading sprint execution, and shipping independently

Skills & Mindset

• Deep fluency with platform workflows, API integrations, and decisioning systems connecting internal and third-party tools
• Strong analytical orientation — comfortable defining metrics, pulling data, and connecting quantitative signals to product decisions
• Iterative thinker with experience running experiments, learning from failure, and using those learnings to move faster
• High-EQ communicator and influencer who can rally cross-functional teams around a clear vision without relying on authority
• Bias toward action: disambiguates fast, moves toward clarity, and knows when to go hands-on
• Entrepreneurial — comfortable starting from zero and building something meaningful from scratch

What Success Looks Like in Year One

• You have a deep understanding of Palmetto’s origination and servicing workflows, data model, and key integrations
• You've shipped meaningful product improvements that demonstrate measurable impact on growth, efficiency, or portfolio quality
• You've established strong working relationships across Capital, Platform, Data, and Operations teams
• You're operating largely autonomously — driving roadmap decisions, managing backlog, and running sprint activities with minimal supervision
• You've defined OKRs for your domain and are tracking against them with credible data

Location

This position will be based in Charlotte, NC.

Reporting

This position will report to the Chief Accounting Officer and works in close partnership with the accounting team as well as internal and external auditors.

Summary of Role 

Palmetto is seeking a SOX Compliance Director to own and lead the company's Sarbanes-Oxley program. This is a high-impact, highly visible role that sits at the intersection of operational accounting, controls assurance, and cross-functional collaboration. The Director will be responsible for designing, implementing, and maintaining a scalable SOX 404 compliance framework to ensure that Palmetto is well-positioned for PCAOB controls audit. The ideal candidate brings a deep understanding of internal controls over financial reporting (ICFR), a builder's mindset, and the ability to operate with credibility at the executive level.

Strategic & Tactical

• SOX Program Ownership
  • Own the end-to-end SOX 404 compliance program, including scoping, risk assessment, controls documentation, sample testing, and remediation
  • Lead the development and maintenance of process narratives, risk and control matrices (RCMs), and flowcharts across all in-scope financial processes
  • Establish and maintain a comprehensive controls inventory, ensuring coverage of entity-level controls, IT general controls (ITGCs), and business process controls
  • Drive annual SOX scoping decisions in collaboration with internal audit, external auditors and senior leadership
• Testing & Assurance
  • Design and execute (or oversee) controls testing procedures in accordance with PCAOB standards
  • Manage walkthroughs and control testing timelines to align with audit cycles and financial close schedules
  • Identify control deficiencies, assess their severity, and work with process owners to drive timely and effective remediation
  • Coordinate reliance strategy with external auditors to optimize the internal/external audit relationship and reduce redundancy
• Cross-Functional Partnership
  • Serve as the primary SOX subject matter expert and advisor to process owners across Accounting, Finance, Tax, IT, Legal, and HR
  • Partner with IT and business systems teams to assess and strengthen ITGCs and application-level controls across key platforms (e.g., NetSuite, Salesforce, and other enterprise systems)
  • Collaborate with FP&A and the broader Accounting organization on the financial reporting control environment, including period-end close and financial statement preparation controls
• Governance & Reporting
  • Prepare SOX status reporting and key metrics for executive leadership and the Audit Committee
  • Develop and deliver controls training and awareness programs across the organization
  • Stay current on SEC, PCAOB, and COSO framework developments; assess and communicate implications to the program

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; CPA required
• 8+ years of progressive experience in SOX compliance, internal audit, or external audit, with at least 3 years in a SOX program leadership role
• Deep familiarity with PCAOB auditing standards, COSO 2013 framework, and SEC reporting requirements
• Experience building or significantly scaling a SOX program in a pre-IPO or newly public company strongly preferred
• Demonstrated ability to assess and document complex business processes and design effective controls
• Strong project management skills with the ability to manage multiple workstreams and meet non-negotiable deadlines
• Excellent communication and interpersonal skills; comfortable presenting to senior leadership and external auditors
• Experience working with cloud-based ERP systems (NetSuite experience a plus) and evaluating ITGCs
• Big 4 public accounting background preferred

Location

This role will be a based out of Charlotte, Boston, or New York City.

Reporting

This position will report to our Principal Product Manager.

Summary of Role

This is a technical data PM role on the Platform Product team. This is a great opportunity to build a new product line while getting industry expertise from the core business. You’ll lead a team delivering new data products and an AI-first platform. This is a hands-on role that requires fluency with data, experience building enterprise-grade APIs, and strategic ownership of how the product grows to unlock new customers and use cases. We’re looking for a PM that has the technical depth and vision to scale an AI-first platform, defining and implementing evaluations, and building effective HITL processes. You’ll join a cross functional team with deep energy data experience and partner with stakeholders who are passionate about clean energy. 

Strategic & Tactical

• Iterate and scale 0-1 platform products, data schema, and architecture. 
• Create intuitive tools to allow users to explore and interpret energy data and to enable effective HITL workflows.
• Being highly detail-oriented will be critical as you synthesize fragmented consumer energy data and local context into insights that bring clarity to your team.
• Define what great looks like for your teams, measure it, and continuously raise the quality bar for our models, workflows, and data. 
• Develop a deep understanding of what our customers, businesses, and tech teams need and be their advocate. For this role, you’ll need to learn the ins and outs of the residential energy market and the ecosystem of businesses that make up the industry. 
• Proactively communicate. Make sure your external customers and stakeholders are heard and have clear expectations of what you’re delivering. 
• Efficiently manage your team with a bias for action. You’ll implement/run processes that help your team deliver quality at speed. 
• Lead prioritization and planning efforts. You’ll craft OKRs, a roadmap, and determine what your teams do (and don’t do). 

Qualifications

• 5-8 years of product management experience, working with AI systems, data platforms, or ML teams. 
• You’ve implemented agentic AI systems and understand how to evaluate nondeterministic products.  
• You have built full stack products and know how to best leverage AI prototyping and coding tools to learn faster. 
• Best idea wins mentality - you foster debate and drive your team to focus on the most impactful outcomes.
• Data fluency - quantitative rigor and logic are foundational to how you work. You regularly use SQL et al. to inform your decisions and measure success. You have built algorithm-based products.
• Strong writing and communication skills - you write clear, persuasive PRDs, vision docs, and detailed execution plans. You keep stakeholders bought in and influence senior stakeholders
• Scalability & Performance Optimization - experience in identifying, measuring, and addressing performance bottlenecks in data systems and designing scalable platforms.
• Growth mindset with a bias toward action, experimentation, and continuous improvement.

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

Location

This position will be based in Charlotte, NC.

Reporting

This position will report to the Principal Product Manager.

Summary of Role

Palmetto's device data and performance platform is the system of record for how we track, understand, and optimize the performance of hundreds of thousands of solar, battery, and emerging clean energy assets in the field. As the Senior Product Manager for Device Data & Performance, you will own the strategic direction of a platform that sits at the center of Palmetto's operations, serving internal business units, field technicians, OEM partners, financial stakeholders, and homeowners.

This is a uniquely cross-functional role. You will define how Palmetto connects with hardware manufacturers through integration partnerships, shape the data models that power performance monitoring and alerting, and build the workflows that enable our field service and asset management teams to act on what the data reveals. You will need equal parts strategic vision, strong execution instincts, and the curiosity to go deep on hardware — from the solar inverters and batteries we monitor today to the HVAC systems and other energy-efficient assets we are expanding into tomorrow.

Palmetto's device data and performance platform is still being shaped. You will not be inheriting a finished product — you will be defining what it becomes. That means real ownership, real ambiguity, and a real opportunity to build something that matters at the core of Palmetto's clean energy mission.

You'll collaborate across Asset Management, Field Service, Operations, Customer Support, Finance, and Engineering — making this one of the most relationship-intensive and high-visibility PM roles at Palmetto. The ideal candidate thrives at the intersection of data, hardware, and cross-functional influence.

Strategic & Tactical

Data Ingestion & OEM Integration Architecture

• Own the strategy for how Palmetto ingests device data from a diverse and growing portfolio of OEM partners — solar inverters, batteries, HVAC systems, and emerging asset types — understanding that no two manufacturers deliver data the same way.
• Develop deep fluency in push vs. pull integration patterns and define when each is appropriate — whether that means polling a manufacturer API on a schedule, receiving real-time webhooks, or negotiating direct data feed agreements that give Palmetto better signal fidelity.
• Lead integration negotiations alongside legal and business stakeholders, shaping data access terms, rate limits, signal coverage, and SLA commitments that maximize what the platform can do downstream.
• Build a scalable integration framework that makes onboarding new OEMs repeatable and efficient — reducing the one-off engineering effort that comes with each new hardware partnership.

Data Transformation & Platform Schema

• Own the data transformation layer — defining how raw, heterogeneous device signals get normalized into a clean, consistent schema that every internal team can rely on without needing to understand the quirks of each OEM's data format.
• Design and maintain standardized data models and API response contracts that make the platform easy to consume — clear field definitions, predictable structures, and versioning practices that protect downstream teams when things change.
• Partner with engineering to optimize pipeline reliability, ingestion latency, and data quality — ensuring that the data foundation is trustworthy enough for other teams to build business logic on top of with confidence.
• Define and enforce data quality standards, SLAs, and alerting thresholds that surface problems before they cascade into downstream errors for operations, finance, or consumers.

Platform Empowerment & Self-Service

• Design the platform not just as a product you own, but as an infrastructure other teams can actively use and extend — establishing contribution patterns, documentation standards, and guardrails that let teams like Asset Management and Consumer add to the platform without creating technical debt.
• Build self-service capabilities that reduce dependency on your engineering team for routine data access — enabling other product and ops teams to query, filter, and act on device data through well-designed interfaces and APIs.
• Champion a clear culture: standardized responses, clear contracts between services, and shared tooling that makes the platform feel like a foundation — not a black box.
• Act as the connective tissue across internal teams, earning influence without authority and driving adoption of platform standards across dotted-line stakeholders who depend on this data to do their jobs.

Performance Monitoring & Alerting

• Define what great looks like for solar and battery performance monitoring — translating raw device data into actionable insights that empower operations, field service, and customer support teams to identify issues and act quickly.
• Drive the evolution of alerting logic from OEM-triggered notifications toward production-based, outcome-driven alerting — reducing false positives, improving dispatch quality, and giving downstream teams the signal clarity they need to apply their own business rules.
• Ensure monitoring coverage expands thoughtfully as new asset types are added — from HVAC systems to future whole-home electrification products — with each new asset class integrated into the same clean schema and alerting framework.

Consumer-Facing Data & Energy Transparency

• Own how device data surfaces to homeowners — ensuring that what the platform captures translates into clear, meaningful experiences that help consumers understand their system's performance.
• Define how production data (e.g. solar energy generated) and consumption data (e.g. home energy usage) are presented together so homeowners can see the full picture of their energy profile — not just that their system is running, but how well it's working for them.
• Partner with the Consumer Experience and Customer Support teams to ensure that data quality, latency, and schema decisions made at the platform level directly support the trust and clarity homeowners need in their day-to-day interactions with Palmetto.

Roadmap, Planning & Execution

• Own the product strategy, OKRs, roadmap, and quarterly planning — making clear, well-reasoned prioritization decisions that balance foundational platform investments with the feature requests that come from every team who depends on this data.
• Embrace and leverage AI to accelerate discovery, compress learning cycles, and improve team productivity — from using AI tools in your own workflow to informing how the platform itself can deliver smarter, more proactive insights.
• Run tight delivery cycles with your engineering team, fostering a culture of transparency, accountability, and continuous improvement.
• Proactively manage stakeholder expectations with written communication that is clear, concise, and decision-ready.

Qualifications

• 7+ years of product management experience, ideally in roles that required managing external integrations, data platforms, or IoT/hardware-connected systems.
• Demonstrated track record of owning integration roadmaps — including defining requirements, working with vendors or external partners, and driving toward favorable technical and contractual outcomes.
• Experience working on monitoring, alerting, or operational intelligence products that feed downstream workflows.
• Background in energy, clean tech, or hardware-adjacent industries is a strong plus; curiosity about how energy hardware works is a must.
• Strategic thinker who can zoom out to define where a platform needs to go over 12–24 months, then zoom in to write precise, actionable requirements for the next sprint.
• Strong project management instincts — comfortable managing complexity, tracking cross-functional dependencies, and keeping multiple workstreams moving simultaneously.
• Data fluency: you use data to inform decisions, validate assumptions, and communicate impact. SQL proficiency or equivalent comfort with data tools is expected.
• Excellent written and verbal communication skills, including the ability to influence senior stakeholders and craft narratives that build alignment across business units.
• Collaborative partner who builds genuine relationships across engineering, operations, field teams, and external vendors.
• Genuinely curious about how things work — you want to understand the hardware, the data pipelines, the alerting logic, and the downstream impact, not just the user-facing interface.
• Entrepreneurial by nature — energized by the opportunity to build something from the ground up, comfortable starting from ambiguity, and motivated by the chance to prove what's possible.
• Comfortable with ambiguity and energized by the challenge of shaping a platform that is evolving rapidly.
• Bias for action: you move quickly, make clear decisions, and hold yourself and your team accountable.
• Low ego, high standards — you bring out the best in the people around you and care deeply about getting the outcome right.

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. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption.

Location

This position will be based in Charlotte, NC.

Reporting

This position will report to the VP, Operations Program; dotted-line relationship to the VP of Comfort Program Management.

Summary of Role 

The Quality Program Manager, Comfort is responsible for building and scaling the quality assurance framework that supports Palmetto’s expansion across multiple residential energy technologies—including HVAC, geothermal, water heaters, and generators. This role owns the standards, training, and review processes that ensure high-quality, code-compliant installations by Certified Contractors across all Comfort product lines.

The ideal candidate is deeply anchored in residential HVAC and/or geothermal systems, with the ability to extend that expertise to adjacent technologies as the platform grows. You will lead the QC Technician team, oversee daily milestone review throughput, and partner cross-functionally to optimize processes, reduce friction, and ensure volume and SLA goals are achieved. This role operates within a matrixed management structure, reporting directly to the VP of Quality Programs with a dotted-line relationship to the VP of Comfort Program Management. Success requires the ability to navigate shared priorities, align with multiple leaders, and drive outcomes across organizational boundaries.

Strategic & Tactical

Multi-Technology Program Development (60%)

• Develop and maintain quality standards, documentation, and contractor approval requirements for HVAC, geothermal, water heater, and generator installations—adapting them as new partners, products, and technologies are added.
• Lead the build-out of quality review frameworks for emerging product lines, leveraging lessons learned from established verticals.
• Collaborate with the product development and after market services teams to  develop service & maintenance warranty programs.
• Balance project rigor with system performance metrics and contractor feedback, refining standards based on data across all technologies.
• Establish performance benchmarks and feedback loops to reduce project rejections while maintaining system quality standards.
• Provide feedback and insights to internal stakeholders and contractors, creating training materials to ensure compliance across product lines.
• Collaborate with the product development team to streamline processes, reduce external friction, and support platform expansion.
• Develop and deploy Standard Operating Procedures (SOPs) for each technology vertical to guide consistent program execution.
• Conduct onboarding calls with new contractors and support ongoing training and pipeline reviews across all Comfort products.
• Identify contractors needing additional support, develop tailored training solutions, and provide structured aid.
• Maintain and expand the contractor knowledge base covering program standards and best practices for all supported technologies.
• Collaborate with Business Development to drive best practices & feedback loops to Installers and maintain pipeline throughput efficacy.
• Optimize end to end process to streamline partner experience.
• Continuous improvement and development of all comfort technologies.

Pipeline & QC Tech Team Management (30%)

• Oversee project review queues across all product lines, ensuring timely approval and rejection processing.
• Provide direct oversight of the QC Tech team, including workload allocation across technology verticals.
• Monitor queue volume, age, and functionality, providing guidance to the Comfort QC Team for improved efficiency.
• Ensure a positive contractor experience with proactive feedback and resolution of project issues.
• Manage communication platforms to ensure timely, optimized feedback to contractors.
• Partner with account managers to conduct business reviews with key contractors.
• Track and report on job closeout and approval metrics by product line, identifying trends and areas for improvement.
• Collaborate with data analytics teams to refine reporting and provide executive summaries of KPIs.
• Provide insights on milestone completion rates, speed, and common quality issues to contractors and stakeholders.

Platform Expansion & Cross-Functional Partnership (10%)

• Partner with tech teams to identify and implement platform improvements that support multi-technology milestone reviews.
• Serve as the quality subject matter expert during product scoping for new technology verticals.
• Refine presentation materials to reflect the latest standards and guidance across all supported products.
• Evaluate industry trends and code changes across HVAC, geothermal, water heater, and generator sectors to keep quality standards current.

Qualifications

• 7+ years of experience in a technical or construction-based role with a strong foundation in residential HVAC and/or geothermal systems.
• 4+ years of demonstrated experience developing and operationalizing programs and SOPs.
• Demonstrated ability to extend technical expertise across adjacent mechanical or energy system technologies.
• Experience in data analytics and performance reporting.
• Strong collaboration with tech enablement teams.
• Exceptional oral and written communication skills with the ability to influence third parties.
• Demonstrated ability to drive product and operations excellence while supporting business growth and commercial objectives
• Proven ability to operate effectively in a matrixed management environment with multiple stakeholders and reporting relationships.
• Highly organized with a strong attention to detail.
• Bachelor’s degree in Mechanical Engineering, HVAC Engineering, Energy Systems Engineering, Building Services Engineering, or a related field.

Preferred

• Direct experience with geothermal, water heater, or standby generator installations.
• Familiarity with residential building performance standards, Manual J/D/S calculations, or energy modeling.
• Experience scaling quality or inspection programs across multiple product categories.
• EPA 608 Universal Certification, NATE, or equivalent industry credentials.

Location

This position will be based in Charlotte, NC. 

Reporting

This role will report to the Senior Manager of Capital Markets. 

Department Description

Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform, financing, customer management system, and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and is prepared to continue growth.

Summary of Role 

The Capital Markets Analyst / Associate (we could hire at either level depending on experience!) will be responsible for capital markets activities spanning across capital raising, execution, and modeling work to support the advancement of those opportunities. This is an individual contributor role.

Strategic & Tactical

• Focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding
• Lead the execution of tax equity, debt, and equity funding processes with external stakeholders
• Responsible for reporting associated with Palmetto Finance to key financial stakeholders, while partnering with technology teams to ensure automation on reports
• Utilizes skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams e.g. Data Analytics, Operations, etc
• Liaisons with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
• Builds and maintains strong relationships with key banks and other key external partners
• Is highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives

Qualifications

• Bachelor’s degree in Finance, Economics, or related field; Master’s or MBA a plus
• 1-3+ (Analyst) or 3-5+ (Associate) years of experience in banking or capital markets; solar industry experience strongly preferred
• Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape 
• Proactively identifies improvement opportunities across systems and processes, and implements solutions and updates them
• Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
• Collaborates seamlessly with internal teams in Finance & Accounting, Technology etc.
• Strong interpersonal and communication (verbal and written) skills; can present to varying audiences and leaders

Location

This position will be based in Charlotte, NC. 

Reporting

This position will report to the Director, Revenue & Financial Reporting.

Summary of Role 

This role will be critical to the success of our accounting function. The position will be responsible for revenue related processes and technical accounting, including assisting with the valuation of unconsolidated investees. The responsibilities will be focused on revenue recognition for all product lines at the company, including month end revenue reporting. The position will also assist with the monthly, quarterly, and annual close processes, as well as the preparation of the Company’s quarterly and annual consolidated financial statements. We are looking for someone with a strong accounting background, and a keen eye for detail, who is excited to make an impact, add value, and collaborate with a team in a fast-paced, ever-growing environment.

Strategic & Tactical

• Own end-to-end revenue accounting processes, including model validation, close, reporting, and audit support, serving as the primary point of contact for all revenue-related matters
• Ensure proper accounting for revenue arrangements, including detailed analysis of complex financial models. As part of this responsibility, the following are critical items that will need to be completed:
  • Review and documentation of key assumptions used in financial models
  • Preparation of process documentation of all revenue arrangements
  • Preparation of internal revenue models used for valuation
  • Cash reconciliation process
  • Customer risk review
• Perform detailed variance analysis on revenue, cash, and key drivers, and investigate discrepancies across models, sub-ledgers, and the general ledger
• Collaborate with various internal teams to develop and implement policies for recognizing revenue from renewable energy projects, adhering to ASC 606
• Drive month-end close processes for timely and accurate reporting, including:
  • Preparation of reconciliations and other close items as necessary
  • Preparation of revenue accruals and estimates
  • Preparation of fund accruals and estimates
• Own and enhance key controls over revenue recognition, ensuring audit readiness throughout the year and proactively addressing control gaps
• Document relevant technical accounting matters, including analysis of new business initiatives
• Identify opportunities to streamline and automate accounting processes, with a focus on leveraging industry-specific software and tools
• Design and implement scalable processes to support growth in transaction volume and complexity across revenue streams
• Partner on initiatives to improve the efficiency and accuracy of financial reporting, including the implementation of new accounting standards and systems
• Assist with the preparation and analysis of monthly, quarterly, and annual financial statements, ensuring compliance with GAAP and industry-specific standards
• Support in the preparation and support of external audits, including the documentation and testing of key controls
• Collaborate or own special projects as necessary
• Serve as liaison between accounting and finance teams

Qualifications

• Bachelor’s or Master's degree in Accounting
• Certified Public Accountant (CPA) license or equivalent required
• 4+ years of progressive accounting experience, with exposure to financial modeling
• Capable of succeeding in a fast-paced environment; ability to work comfortably with senior management
• Strong planning and organizational skills
• Proficient Microsoft Office knowledge and skills
• Strong understanding of GAAP accounting principles
• High degree of attention to detail and analytic abilities
• Ability to work independently and prioritize tasks
• Familiar with systems similar to our tech stack, which includes NetSuite, Adaptive, Google suite of products and more

Department Description

Service Operations is a core function within Palmetto’s Service and Asset Management organization, responsible for post-PTO service and maintenance across the residential solar asset lifecycle. The team ensures system performance, reliability, and customer satisfaction by managing service requests from intake through resolution. This includes remote troubleshooting, site visit coordination, and field execution through both in-house technicians and a national network of service partners. 

Service Operations plays a critical role in protecting asset performance and optimizing the cost of service at scale. Our focus is to resolve issues quickly, efficiently, and with high quality—balancing speed, cost, and customer satisfaction while supporting the long-term performance of the assets we manage.

Location

This position will be based remotely in the Philippines. 

Summary of Role 

The Service Operations Scheduler plays a central role in ensuring that customers receive timely, high-quality service for their solar systems by coordinating and scheduling Field Service Technician (FST) site visits. This role manages all logistics related to appointment setting, customer communication, and alignment of technician capacity with demand.

Schedulers act as the primary point of contact for customers during the site-visit coordination process—confirming availability, explaining next steps, and ensuring customers feel supported and informed. They work closely with FSTs, Service Project Coordinators, and regional leadership to optimize routing, maximize technician efficiency, and minimize scheduling delays.

The ideal candidate is detail-oriented, highly organized, and excels at managing communication across multiple channels. They are capable of balancing customer expectations with operational realities and proactively identifying scheduling risks before they impact the customer experience.

Strategic & Tactical

• Coordinate, schedule, and confirm customer site visits for Field Service Technicians across multiple regions and time zones.
• Serve as the primary scheduling liaison for customers, maintaining proactive, timely, and empathetic communication.
• Optimize technician routes and daily workloads to increase efficiency and minimize travel time and cost.
• Review technician capacity and availability daily to construct accurate and achievable schedules.
• Collaborate with Service Project Coordinators, Asset Management Specialists, and regional leaders to ensure readiness before scheduling (e.g., materials, troubleshooting steps completed, access requirements).
• Verify customer availability, access instructions, and any pre-visit requirements to ensure a successful appointment.
• Monitor work order queues to ensure all site-visit–eligible cases are scheduled within defined SLA targets.
• Escalate scheduling risks, technician constraints, or customer-related delays to leadership when they threaten timelines.
• Maintain accurate documentation of all scheduling attempts, customer communications, and confirmations in CRM platforms such as Salesforce.
• Support team reporting by flagging chronic bottlenecks, trends, and repeat issues that impact schedule adherence or customer satisfaction.
• Participate in cross-functional initiatives to improve scheduling processes, tools, and communication standards.
• Assist with temporary surge initiatives or special projects to ensure the Service Operations organization meets overall volume and customer satisfaction goals.

Qualifications

• BS/BA is preferred.
• Minimum 2 years of experience in a customer, tech, or sales support role preferred.
• A high degree of proactiveness, adaptability, and resourcefulness to excel in a dynamic, fast-paced environment.
• Customer service mindset.
• Problem solver with attention to detail.
• Strong enterprise software skills (G Suite, Salesforce).
• Ability to work independently as well as in a team.
• Excellent communicator, both written and verbal.
• Knowledge of the construction or solar industry is preferred.

Success Defined

Success in this role is measured by the Scheduler’s ability to efficiently convert service-ready work orders into completed, high-quality site visits while maintaining a strong customer experience. Key performance indicators include:

• Time to Schedule (SLA Adherence)
  • Percentage of site-visit–eligible work orders scheduled within defined SLA targets (e.g., within X business days of eligibility). This reflects responsiveness, queue management, and the ability to prevent backlog buildup.
• FST Utilization & Schedule Efficiency
  • Technician utilization rate (e.g., average site visits per technician per day) and route optimization effectiveness. This measures how well the Scheduler aligns demand with capacity to maximize productivity and minimize travel inefficiencies.
• Customer Experience (CSAT for Scheduled Visits)
  • Customer satisfaction scores tied to the scheduling and pre-visit experience, including communication clarity, ease of scheduling, and adherence to confirmed appointment windows.

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. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption.

Location

This position will be based in the Philippines.

Reporting

This position will report to the Team Lead, Quality Control. 

Summary of Role 

The Quality Control Technician is responsible for the review and close-out of milestone packages (project documents, photos and design details and confirming the estimated production of sold systems meets the installed design) for Palmetto’s Third Party Ownership product. The primary objective of the role is to drive high quality standards of Palmetto owned assets and to clarify necessary remediations to ensure strong portfolio health (systems that can last for 25 years!). Additionally, this role's scope will also include the review of solar monitoring platforms to verify systems are mapped accurately and confirm the nominal function of critical system components. With daily project throughput review, they will ensure project milestone approvals and rejections are actioned in a timely manner, with clear communication to external partners. 

They will support the LightReach division to gather data to drive partner accountability and establish a culture of quality for the organization. 

Strategic & Tactical

• Review installation photos and  job close out documentation
• Review design material, and verify sold production to physical installation
• Review solar monitoring sites, layout, and registered product
• Provide clear and concise kickback reasoning for rejected packages
• Resolve closeout package kickbacks for fast re-submittal turnaround times
• Remain current on install material and methods, product trainings and integration of new products
• Support installation best practices, customer site profile creations, and customer satisfaction
• Handle incoming chat or ticket systems for expedient kickback resolution
• Identify trends or patterns with partners and provide recommendations 
• Contribute to partner & internal operations teams to drive education and best practices in order to drive up M1 & M2 pass rates

Qualifications

• 2-4 years of experience in a technical or construction based solar role
• Experience with interdepartmental problem solving or project management
• Experience in photovoltaic design preferred
• Excellent oral and written communication skills and ability to work with and influence 3rd parties
• Excellent organizational skills and ability to prioritize.
• Excellent analytical skills
• Experience with standard business tools such as G-Suite, Microsoft Office, etc.

This position is based in Mexico City.

Summary of Role:

As a Software Development Engineer III at Palmetto, you will play a key role in designing, building, and scaling critical platform services using the MERN stack (MongoDB, Express, React.js, Node.js). You’ll work hands-on across the stack, with a stronger emphasis on server-side architecture and API development, while collaborating closely with product, design, and engineering teammates.

This role is ideal for a passionate, growth-minded engineer who thrives in an Agile environment, brings ideas to the table, and has the technical depth to contribute to platform evolution and system scalability.

You’ll work alongside, not for, other team members – contributing your ideas, code, and energy to shape solutions that drive business outcomes and customer satisfaction.

Key Responsibilities:

Strategic & Tactical 

• Design and implement scalable client- and server-side solutions, with an emphasis on APIs, backend services, and database integration.
• Write high-quality, testable, and maintainable code across the full stack.
• Develop and maintain comprehensive unit, integration, and end-to-end tests.
• Diagnose and troubleshoot production issues and propose robust solutions.
• Participate in Agile ceremonies (planning, grooming, retrospectives) and contribute to meaningful story estimations.
• Engage in architectural discussions, technical design reviews, and contribute to Palmetto's engineering standards.
• Identify and advocate for opportunities to improve system performance, reliability, and developer productivity.
• Partner cross-functionally with product managers, designers, and QA to deliver well-rounded user-centric solutions.

Team & Culture

• Actively participate in peer code reviews with a focus on knowledge sharing, mentorship, and maintaining high-quality code standards.
• Collaborate openly with others to help cultivate a culture of learning, innovation, and continuous improvement.
• Demonstrate an ownership mindset by anticipating future needs and contributing to long-term technical roadmap discussions.

Minimum Qualifications 

• 5+ years of professional software engineering experience.
• Strong proficiency in JavaScript (ES6+) and understanding of the JavaScript object model.
• Proficiency with Node.js, Express, and experience designing/consuming RESTful APIs.
• Experience building and maintaining Single Page Applications (SPAs) with React.js.
• Hands-on experience working with NoSQL/document-based databases (e.g., MongoDB).
• Solid understanding of core web fundamentals (HTML, CSS, security, performance).
• Strong unit and integration testing discipline; TDD experience a plus.
• Familiarity with CI/CD pipelines, code versioning (Git), and modern development workflows.
• Excellent written and verbal communication skills.
• Strong problem-solving skills, a continuous learner mentality, and a commitment to team success.

Preferred Qualifications 

• Experience with Fastify, NestJS or other Node.js frameworks beyond Express.
• Familiarity with server-side rendering concepts and isomorphic React applications.
• Knowledge of authentication and authorization patterns (e.g., OAuth, JWT).
• Experience with front-end build tools (Webpack, Vite, Babel, etc.).
• Exposure to containerization (Docker) and cloud platforms (AWS, GCP, Azure).
• Interest or experience in microservice architecture and event-driven systems.
• Practical knowledge of Agile methodologies, pair programming, and code review practices.
• Enthusiasm for building clean, scalable, and maintainable code.

Why Palmetto?

At Palmetto, you’ll have the opportunity to contribute meaningfully to the transition to renewable energy, grow your career alongside talented peers, and make a real impact on the products we deliver. Our engineering team is scaling rapidly, and we’re seeking strong, thoughtful builders to help shape our future.

This position is based in Charlotte, NC.

Summary of Role:

As a Software Development Engineer III at Palmetto, you will play a key role in designing, building, and scaling critical platform services using the MERN stack (MongoDB, Express, React.js, Node.js). You’ll work hands-on across the stack, with a stronger emphasis on server-side architecture and API development, while collaborating closely with product, design, and engineering teammates.

This role is ideal for a passionate, growth-minded engineer who thrives in an Agile environment, brings ideas to the table, and has the technical depth to contribute to platform evolution and system scalability.

You’ll work alongside, not for, other team members – contributing your ideas, code, and energy to shape solutions that drive business outcomes and customer satisfaction.

Key Responsibilities:

Strategic & Tactical 

• Design and implement scalable client- and server-side solutions, with an emphasis on APIs, backend services, and database integration.
• Write high-quality, testable, and maintainable code across the full stack.
• Develop and maintain comprehensive unit, integration, and end-to-end tests.
• Diagnose and troubleshoot production issues and propose robust solutions.
• Participate in Agile ceremonies (planning, grooming, retrospectives) and contribute to meaningful story estimations.
• Engage in architectural discussions, technical design reviews, and contribute to Palmetto's engineering standards.
• Identify and advocate for opportunities to improve system performance, reliability, and developer productivity.
• Partner cross-functionally with product managers, designers, and QA to deliver well-rounded user-centric solutions.

Team & Culture

• Actively participate in peer code reviews with a focus on knowledge sharing, mentorship, and maintaining high-quality code standards.
• Collaborate openly with others to help cultivate a culture of learning, innovation, and continuous improvement.
• Demonstrate an ownership mindset by anticipating future needs and contributing to long-term technical roadmap discussions.

Minimum Qualifications 

• 5+ years of professional software engineering experience.
• Strong proficiency in JavaScript (ES6+) and understanding of the JavaScript object model.
• Proficiency with Node.js, Express, and experience designing/consuming RESTful APIs.
• Experience building and maintaining Single Page Applications (SPAs) with React.js.
• Hands-on experience working with NoSQL/document-based databases (e.g., MongoDB).
• Solid understanding of core web fundamentals (HTML, CSS, security, performance).
• Strong unit and integration testing discipline; TDD experience a plus.
• Familiarity with CI/CD pipelines, code versioning (Git), and modern development workflows.
• Excellent written and verbal communication skills.
• Strong problem-solving skills, a continuous learner mentality, and a commitment to team success.

Preferred Qualifications 

• Experience with Fastify, NestJS or other Node.js frameworks beyond Express.
• Familiarity with server-side rendering concepts and isomorphic React applications.
• Knowledge of authentication and authorization patterns (e.g., OAuth, JWT).
• Experience with front-end build tools (Webpack, Vite, Babel, etc.).
• Exposure to containerization (Docker) and cloud platforms (AWS, GCP, Azure).
• Interest or experience in microservice architecture and event-driven systems.
• Practical knowledge of Agile methodologies, pair programming, and code review practices.
• Enthusiasm for building clean, scalable, and maintainable code.

Why Palmetto?

At Palmetto, you’ll have the opportunity to contribute meaningfully to the transition to renewable energy, grow your career alongside talented peers, and make a real impact on the products we deliver. Our engineering team is scaling rapidly, and we’re seeking strong, thoughtful builders to help shape our future.

Location: This position is based onsite at our Charlotte, NC Headquarters. 

Summary of Role 

As a Software Development Engineer III at Palmetto, you will play a key role in designing, building, and scaling critical platform services using the MERN stack (MongoDB, Express, React.js, Node.js). You’ll work hands-on across the stack, with a stronger emphasis on server-side architecture and API development, while collaborating closely with product, design, and engineering teammates.

This role is ideal for a passionate, growth-minded engineer who thrives in an Agile environment, brings ideas to the table, and has the technical depth to contribute to platform evolution and system scalability.

You’ll work alongside, not for, other team members – contributing your ideas, code, and energy to shape solutions that drive business outcomes and customer satisfaction.

Key Responsibilities:

Strategic & Tactical 

• Design and implement scalable client- and server-side solutions, with an emphasis on APIs, backend services, and database integration.
• Write high-quality, testable, and maintainable code across the full stack.
• Develop and maintain comprehensive unit, integration, and end-to-end tests.
• Diagnose and troubleshoot production issues and propose robust solutions.
• Participate in Agile ceremonies (planning, grooming, retrospectives) and contribute to meaningful story estimations.
• Engage in architectural discussions, technical design reviews, and contribute to Palmetto's engineering standards.
• Identify and advocate for opportunities to improve system performance, reliability, and developer productivity.
• Partner cross-functionally with product managers, designers, and QA to deliver well-rounded user-centric solutions.

Team & Culture

• Actively participate in peer code reviews with a focus on knowledge sharing, mentorship, and maintaining high-quality code standards.
• Collaborate openly with others to help cultivate a culture of learning, innovation, and continuous improvement.
• Demonstrate an ownership mindset by anticipating future needs and contributing to long-term technical roadmap discussions.

Minimum Qualifications 

• 5+ years of professional software engineering experience.
• Strong proficiency in JavaScript (ES6+) and understanding of the JavaScript object model.
• Proficiency with Node.js, Express, and experience designing/consuming RESTful APIs.
• Experience building and maintaining Single Page Applications (SPAs) with React.js.
• Hands-on experience working with NoSQL/document-based databases (e.g., MongoDB).
• Solid understanding of core web fundamentals (HTML, CSS, security, performance).
• Strong unit and integration testing discipline; TDD experience a plus.
• Familiarity with CI/CD pipelines, code versioning (Git), and modern development workflows.
• Excellent written and verbal communication skills.
• Strong problem-solving skills, a continuous learner mentality, and a commitment to team success.

Preferred Qualifications 

• Experience with NestJS or other Node.js frameworks beyond Express.
• Familiarity with server-side rendering concepts and isomorphic React applications.
• Knowledge of authentication and authorization patterns (e.g., OAuth, JWT).
• Experience with front-end build tools (Webpack, Vite, Babel, etc.).
• Exposure to containerization (Docker) and cloud platforms (AWS, GCP, Azure).
• Interest or experience in microservice architecture and event-driven systems.
• Practical knowledge of Agile methodologies, pair programming, and code review practices.
• Enthusiasm for building clean, scalable, and maintainable code.

Why Palmetto?

At Palmetto, you’ll have the opportunity to contribute meaningfully to the transition to renewable energy, grow your career alongside talented peers, and make a real impact on the products we deliver. Our engineering team is scaling rapidly, and we’re seeking strong, thoughtful builders to help shape our future.

Location

This position will be based remotely in the United States.

Summary of Role 

As a Software Development Engineer III at Palmetto, you will play a key role in designing, building, and scaling critical data ingestion pipelines and 3rd party integrations that connect hundreds of thousands of solar energy and HVAC systems to our platform. Working primarily with NestJS, TypeScript, MongoDB, and Google Cloud Spanner, you'll architect and maintain robust integrations with third-party manufacturer APIs that power downstream systems across the entire company.You'll work hands-on building resilient microservices, designing event-driven architectures, and solving complex problems around data consistency and data ingestion at enterprise scale. Your work will directly impact product teams, analytics, customer support, operations, and business intelligence systems that depend on reliable, mission-critical data.

This role is ideal for a passionate, growth-minded engineer who thrives in an Agile environment, brings ideas to the table, and has the technical depth to contribute to platform evolution and system scalability. You'll work alongside, not for, other team members – contributing your ideas, code, and energy to shape solutions that drive business outcomes and enable teams across Palmetto to deliver exceptional customer experiences.

Strategic & Tactical

• Design and implement scalable server-side solutions, with an emphasis on APIs, backend services, event-driven architecture, and database integration.
• Write high-quality, testable, and maintainable code across the full stack.
• Develop and maintain comprehensive unit, integration, and end-to-end tests.
• Diagnose and troubleshoot production issues and propose robust solutions.
• Participate in Agile ceremonies (planning, grooming, retrospectives) and contribute to meaningful story estimations.
• Engage in architectural discussions, technical design reviews, and contribute to Palmetto's engineering standards.
• Identify and advocate for opportunities to improve system performance, reliability, and developer productivity.
• Partner cross-functionally with product managers, designers, and QA to deliver well-rounded user-centric solutions.

Team & Culture

• Actively participate in peer code reviews with a focus on knowledge sharing, mentorship, and maintaining high-quality code standards.
• Collaborate openly with others to help cultivate a culture of learning, innovation, and continuous improvement.
• Demonstrate an ownership mindset by anticipating future needs and contributing to long-term technical roadmap discussions.

Basic Qualifications

• 5+ years of professional software engineering experience.
• Strong proficiency in JavaScript (ES6+) and understanding of the JavaScript object model.
• Proficiency with NestJS and experience designing/consuming RESTful APIs.
• Experience building and maintaining backend applications in an event-driven architecture.
• Experience with message queues and message brokers 
• Hands-on experience working with NoSQL/document-based databases (e.g., MongoDB).
• Expertise in solving complex problems related to data consistency and ingestion at enterprise scale
• Strong unit and integration testing discipline; TDD experience is a plus.
• Familiarity with CI/CD pipelines, code versioning (Git), and modern development workflows.
• Excellent written and verbal communication skills.
• Strong problem-solving skills, a continuous learner mentality, and a commitment to team success.

Preferred Qualifications:

• Experience with NestJS or other Node.js frameworks beyond Express.
• Familiarity with server-side rendering concepts and isomorphic React applications.
• Knowledge of authentication and authorization patterns (e.g., OAuth, JWT).
• Experience with front-end build tools (Webpack, Vite, Babel, etc.).
• Exposure to containerization (Docker) and cloud platforms (AWS, GCP, Azure).
• Practical knowledge of Agile methodologies, pair programming, and code review practices.
• Enthusiasm for building clean, scalable, and maintainable code.

Preferred Qualifications:

At Palmetto, you’ll have the opportunity to contribute meaningfully to the transition to renewable energy, grow your career alongside talented peers, and make a real impact on the products we deliver. Our engineering team is scaling rapidly, and we’re seeking strong, thoughtful builders to help shape our future.

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 is a remote position and based in the Western US (Colorado to Hawaii)

Reporting

This position will report into the SVP, Business & Account Development

Summary of Role 

The Director for Business & Account Development, West, will be responsible for driving sales growth, developing strategic partnerships, and expanding our EPC partner base. The Director will lead strategic initiatives across the West region and will work with Distribution, OEM and technology partners to help drive LightReach growth across the West region.

Strategic & Tactical

• Leads business development efforts for Palmetto Finance residential solar business in the West region
• Manages a team of Relationship Managers who support EPCs in the West region
• Provides training, mentorship, and coaching to Relationship Managers, fostering a high performance culture with clear expectations, accountability, and continuous development
• Focuses on account development on the Palmetto Finance platform.
• Identifies opportunities, builds relationships, and executes objectives to achieve our business objectives
• Delivers new ideas, segments, and thought leadership to discuss other opportunities to expand the platform
• Keeps informed on industry trends, regulations, technological advancements, and conducts market research and intelligence to identify opportunities for growth
• Collaborates with internal teams, including Technology, Finance, Revenue, and Operations, to ensure successful implementation and delivery of solar solutions to external customers
• Works in close partnership with the VP of Operations, Manager Account Operations, Product Managers and Accounting to drive strategic initiatives and support EPC needs across the region

Qualifications

• Bachelor’s degree in Business, Marketing, or related field; MBA a plus
• 8-10+ years of demonstrated experience in a sales and business development role, with experience in the residential solar or renewable energy sector preferred
• Deep understanding of the residential solar industry and its market dynamics
• Ability to ideate, develop and execute strategic plans, in close collaboration with internal and external partners and stakeholders
• Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
• Strong interpersonal and relationship building skills
• Ability to travel in region up to 50% of the time is required

Location

This position will be based in our Charlotte, NC office

Reporting

This position will report to the VP, FP&A

Summary of Role 

The FP&A Manager is a critical role within the Finance team at Palmetto, supporting the growing Direct-to-Consumer business segment. This individual will own all forecasting & analysis of the P&L and cash flows for the Direct-to-Consumer business segment. They will serve as a business partner with leadership of the Consumer segment and be a key partner for supporting the growth of our Direct-to-Consumer offerings, thinking through pricing, cost of customer acquisition & more. This is a unique opportunity to play a vital role in a critical future growth area at one of the fastest growing companies in the country!

Strategic & Tactical

• Manage full scope FP&A process for our Direct-to-Consumer business:
  • Annual planning process & monthly re-forecast
  • Monthly review of Actuals vs Plan
  • Cashflow forecasting & analysis
• Act as a strategic partner to leaders across the Consumer segment, delivering insights that inform decision making, pricing & cost of customer acquisition
• Build financial models to support forecasting & scenario analysis
• Partner with the business to evaluate consumer pricing, customer acquisition costs, unit economics, margin improvement opportunities, and growth initiatives
• Identify and implement process improvements that streamline reporting, increase accuracy, and reduce cycle timelines

Qualifications

• Bachelor’s degree in Finance, Economics, or related field
• 2-5 years FP&A experience, with demonstrated ownership of forecasts, models, and performance reporting
• Strong financial modeling skills with the ability to translate complex data into actionable insights and recommendations
• Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape 
• Proactively identifies improvement opportunities across systems and processes, and implements solutions and updates them
• Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
• Collaborates seamlessly with internal teams
• Strong interpersonal and communication (verbal and written) skills; can present to varying audiences and leaders
• Comfortable operating in a fast paced, dynamic environment with evolving priorities

Location

This role will be based in Pittsburgh, PA. 

Reporting

This role will reporting into the Team Lead of Service Operations. 

Summary of Role 

Palmetto believes that happy customers are not just those installed quickest, but those whose systems provide the value they expect. The Solar Field Service technician role is focused on upholding this promise to our customer, and will work with the Services team to ensure that system performance issues are resolved swiftly and professionally.

The Solar Field Service Technician is a utility player who can support Service, Installation, Job Closeout, Permitting/Inspection, etc.  They are the go-to person to help with ongoing Services needs throughout the 25+ year lifespan of a customer’s solar system, helping to build strong lifetime customer relationships.

Strategic & Tactical

• Provide onsite troubleshooting and repair of solar systems.
• Document visit and complete job close out report.
• Schedule site visits directly with the customer when required.
• Work with local field teams and central scheduling to optimize resolution times.
• Provide feedback to field team leadership, driving continuous improvement of Palmetto’s installation quality and execution.
• Assist with close out of pre-energization issues, ensuring customer projects are expertly executed and ready to generate power from Day 1 of permission to operate.
• Provide feedback to Palmetto’s Customer Experience team, working together to ensure Palmetto’s resolution of system issues provide not just satisfaction, but an experience they will brag about to their friends and family.
• Complete other tasks as needed, including but not limited to physical site surveys, inspections, and document collection.
• Be the key Palmetto field representative to deliver great quality, experience and performance of all Service and Installation work.
• Effectively communicate with homeowners on arrival times and confirmations on an as-needed basis.

Tactical Responsibilities

• Maintain SLAs for service work site visits
• Perform O&M work and monitoring support
• Perform site surveys/site visits
• Perform partner and internal field training
• Perform safety and quality site audits and JCO reviews and manage/site inspections
• Perform field installations including PV, storage, MPU or structural upgrade
• Perform damage and claims investigations

Qualifications

• Electrical License (only required in MA, a plus elsewhere)
• 3+ years of installing, repairing, and troubleshooting residential solar & storage systems.
• General knowledge of residential home maintenance and repair, ability to go the extra mile in remediating customer issues beyond the scope of solar system maintenance.
• General construction/framing experience is a plus.
• Must be willing and able to climb ladders, stairs, work on rooftops and able to work on your feet for long periods of time
• Ability to work in extreme environments (example: hot sun, cold, rain, crawl spaces, etc.)
• Electrical experience is a plus.
• 1 year of working at heights including on rooftops, climbing ladders and stairs, and performing repetitive duties such as lifting, bending and standing for long periods of time.
• Ability to lift 50 pounds of weight frequently throughout the assigned workday.
• Ability to safely handle and maintain basic hand and power tools used for installation.
• Excellent communication skills and a professional demeanor.
• Attention to detail
• Regular, reliable and predictable attendance
• Ability to work well with others in a collaborative team environment
• Must have a valid state driver's license
• Must have a clean driving record

Location
This position will be based remotely in the United States.

Summary of Role 
The Senior Salesforce Product Manager role will drive the continued development of Palmetto's Salesforce platform in alignment with Palmetto’s business needs and objectives. The Salesforce Product Manager owns the product strategy, roadmap, and weekly sprint priorities for Palmetto’s Salesforce team by serving as the primary business liaison and subject matter expert on the platform’s ever-evolving features and capabilities. The Salesforce Product Manager will also consult with other Product teams regularly to align on cross-product priorities. 

Strategic & Tactical
Key Responsibilities of the Salesforce Product Manager:

• Understand Palmetto’s business processes and organizational priorities
• Proactively engage with stakeholders regularly to understand their evolving needs
• Manages technical SFDC lead and delivery team
• Proactively builds reporting to support business operations, as well as track sprint delivery and progress of the SFDC delivery team(s)
• Develop, maintain, and communicate the Salesforce product’s vision and roadmap
• Establish and track progress against evolving business initiatives for the Salesforce team
• Manage, prioritize, and refine User Stories for the Salesforce product backlog
• Work closely with peers in your department to ensure that your projects and initiatives align with the priorities of their related systems i.e. accounting and financial systems
• Lead Salesforce product roadmap and sprint planning meetings with the Salesforce development team
• Lead solutioning conversations and technologies for products that live within or touch the Salesforce system
• Facilitate daily standups with the Salesforce development team
• Engage with business stakeholders and end-users to resolve impediments to Product development as they arise
• Manage end-user testing, communications, release management, and roll-out plan for new Product feature releases
• Align with other Palmetto Product Owners when needed to maintain cross-product alignment
• Manage MANY priorities across the org and drive the strategic vision and implementation of Salesforce enhancements to support Palmetto’s growth and business needs
• Very strong technical foundational knowledge and understanding of the Salesforce platform and various clouds (Sales, Service, Field Service Lightning, etc.) 

Qualifications

• 3+ years of experience at a technology company or consulting firm
• 5+ years of experience working in an Agile development environment and participating in Agile ceremonies
• Ability to manage many competing priorities and complex projects
• Salesforce certifications highly preferred (consultant, administrator, etc.)
• 3+ years of experience working with middleware for Salesforce (BOOMI, Tray.IO, or other) along with DevOps tools (Gearset or other)
• Experience translating business needs into strong user stories/requirements for new product features 
• Technical aptitude and expertise in the Salesforce platform as well as other applications commonly integrated with Salesforce
• Excellent organizational and project management skills; can manage priorities and dependencies across teams
• Excellent communication skills with experience translating technical concepts to non-technical audiences
• Strong leadership skills rooted in high EQ, with an ability to rally cross-functional teams towards demanding goals
• Is regarded as a subject matter expert in Salesforce; can set up working agreements with other teams on how to use, engage and request updates to their service.
• Has strong alignment to the Palmetto mission of building the green energy future, and examples of working within Palmetto core values:
• Customer Mindfulness: we are conscientious of and empathetic towards the needs of our customers.
• Inclusion & Diversity: We are steadfast in our commitment to the advancement of inclusion and diversity of our people, ideas, thoughts, and acts.
• Rituals: We create practices that keep us disciplined in the pursuit of our goals
• Longevity: We build for the future
• Happiness: We encourage employees to focus on their well being
• Openness: We provide complete transparency to our colleagues, even when it is uncomfortable.

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

Location

This role will be based in Dallas, TX. 

Reporting

This role will reporting into the Team Lead of Service Operations. 

Summary of Role 

Palmetto believes that happy customers are not just those installed quickest, but those whose systems provide the value they expect. The Solar Field Service technician role is focused on upholding this promise to our customer, and will work with the Services team to ensure that system performance issues are resolved swiftly and professionally.

The Solar Field Service Technician is a utility player who can support Service, Installation, Job Closeout, Permitting/Inspection, etc.  They are the go-to person to help with ongoing Services needs throughout the 25+ year lifespan of a customer’s solar system, helping to build strong lifetime customer relationships.

Strategic & Tactical

• Provide onsite troubleshooting and repair of solar systems.
• Document visit and complete job close out report.
• Schedule site visits directly with the customer when required.
• Work with local field teams and central scheduling to optimize resolution times.
• Provide feedback to field team leadership, driving continuous improvement of Palmetto’s installation quality and execution.
• Assist with close out of pre-energization issues, ensuring customer projects are expertly executed and ready to generate power from Day 1 of permission to operate.
• Provide feedback to Palmetto’s Customer Experience team, working together to ensure Palmetto’s resolution of system issues provide not just satisfaction, but an experience they will brag about to their friends and family.
• Complete other tasks as needed, including but not limited to physical site surveys, inspections, and document collection.
• Be the key Palmetto field representative to deliver great quality, experience and performance of all Service and Installation work.
• Effectively communicate with homeowners on arrival times and confirmations on an as-needed basis.

Tactical Responsibilities

• Maintain SLAs for service work site visits
• Perform O&M work and monitoring support
• Perform site surveys/site visits
• Perform partner and internal field training
• Perform safety and quality site audits and JCO reviews and manage/site inspections
• Perform field installations including PV, storage, MPU or structural upgrade
• Perform damage and claims investigations

Qualifications

• Electrical License (only required in MA, a plus elsewhere)
• 3+ years of installing, repairing, and troubleshooting residential solar & storage systems.
• General knowledge of residential home maintenance and repair, ability to go the extra mile in remediating customer issues beyond the scope of solar system maintenance.
• General construction/framing experience is a plus.
• Must be willing and able to climb ladders, stairs, work on rooftops and able to work on your feet for long periods of time
• Ability to work in extreme environments (example: hot sun, cold, rain, crawl spaces, etc.)
• Electrical experience is a plus.
• 1 year of working at heights including on rooftops, climbing ladders and stairs, and performing repetitive duties such as lifting, bending and standing for long periods of time.
• Ability to lift 50 pounds of weight frequently throughout the assigned workday.
• Ability to safely handle and maintain basic hand and power tools used for installation.
• Excellent communication skills and a professional demeanor.
• Attention to detail
• Regular, reliable and predictable attendance
• Ability to work well with others in a collaborative team environment
• Must have a valid state driver's license
• Must have a clean driving record

Location

This role will be based in Miami, FL.

Reporting

This role will reporting into the Team Lead of Service Operations. 

Summary of Role 

Palmetto believes that happy customers are not just those installed quickest, but those whose systems provide the value they expect. The Solar Field Service technician role is focused on upholding this promise to our customer, and will work with the Services team to ensure that system performance issues are resolved swiftly and professionally.

The Solar Field Service Technician is a utility player who can support Service, Installation, Job Closeout, Permitting/Inspection, etc.  They are the go-to person to help with ongoing Services needs throughout the 25+ year lifespan of a customer’s solar system, helping to build strong lifetime customer relationships.

Strategic & Tactical

• Provide onsite troubleshooting and repair of solar systems.
• Document visit and complete job close out report.
• Schedule site visits directly with the customer when required.
• Work with local field teams and central scheduling to optimize resolution times.
• Provide feedback to field team leadership, driving continuous improvement of Palmetto’s installation quality and execution.
• Assist with close out of pre-energization issues, ensuring customer projects are expertly executed and ready to generate power from Day 1 of permission to operate.
• Provide feedback to Palmetto’s Customer Experience team, working together to ensure Palmetto’s resolution of system issues provide not just satisfaction, but an experience they will brag about to their friends and family.
• Complete other tasks as needed, including but not limited to physical site surveys, inspections, and document collection.
• Be the key Palmetto field representative to deliver great quality, experience and performance of all Service and Installation work.
• Effectively communicate with homeowners on arrival times and confirmations on an as-needed basis.

Tactical Responsibilities

• Maintain SLAs for service work site visits
• Perform O&M work and monitoring support
• Perform site surveys/site visits
• Perform partner and internal field training
• Perform safety and quality site audits and JCO reviews and manage/site inspections
• Perform field installations including PV, storage, MPU or structural upgrade
• Perform damage and claims investigations

Qualifications

• Electrical License (only required in MA, a plus elsewhere)
• 3+ years of installing, repairing, and troubleshooting residential solar & storage systems.
• General knowledge of residential home maintenance and repair, ability to go the extra mile in remediating customer issues beyond the scope of solar system maintenance.
• General construction/framing experience is a plus.
• Must be willing and able to climb ladders, stairs, work on rooftops and able to work on your feet for long periods of time
• Ability to work in extreme environments (example: hot sun, cold, rain, crawl spaces, etc.)
• Electrical experience is a plus.
• 1 year of working at heights including on rooftops, climbing ladders and stairs, and performing repetitive duties such as lifting, bending and standing for long periods of time.
• Ability to lift 50 pounds of weight frequently throughout the assigned workday.
• Ability to safely handle and maintain basic hand and power tools used for installation.
• Excellent communication skills and a professional demeanor.
• Attention to detail
• Regular, reliable and predictable attendance
• Ability to work well with others in a collaborative team environment
• Must have a valid state driver's license
• Must have a clean driving record

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 based in the Philippines.

Reporting

This position will report into the Manager, Account Operations.

Summary of Role 

We are seeking a highly detail-oriented Account Operations Specialist to support extension request processing, queue management, and utility status review. This role will focus on execution, documentation validation, and system updates — operating within established SOPs and escalation guidelines. The ideal candidate is process-driven, comfortable working through queues, and able to maintain high accuracy and SLA adherence in a fast-paced environment.

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)
• Update extension status and decisions in system tools (Intercom, CRM, trackers)
• Maintain SLA compliance for extension review and response timelines
• Escalate non-standard or repeat-extension cases to onshore Account Ops leadership

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

• Bachelors degree preferred
• 2+ years of experience in account operations, financial management, or a similar role
• Experience in solar or utility industries strongly required
• Proficiency in Excel, and 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