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

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.

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 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