Account Operations Specialist, West Coast

Account Operations Specialist, West Coast

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impactwithout compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.

Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits packageincluding unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and moreso you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profitbacked by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.

This position will be based in the West Coast region.

Summary of Role

We are seeking a highly organized and detail-oriented Account Operations Specialist. This role will focus on managing LightReach Installers pipeline and assisting with partner accounting inquiries to ensure accurate and timely financial processing. The ideal candidate will possess strong analytical skills, problem-solving abilities, and a proactive approach to improving operational efficiency.

Strategic & Tactical

Aging Pipeline Management

• Monitor, track, and manage aging customer accounts to ensure timely resolution
• Creative problem solving that provides Palmetto with access to project's PTO status (not submitted, submitted, etc)
• Analyze aging reports and identify trends or discrepancies
• Work cross-functionally with accounting, finance, relationship management, sales, and customer success teams to address overdue accounts
• Develop and implement strategies to reduce outstanding timelines
• Prepare regular reports and updates for senior management on pipeline status
• Drive recommendations on partner offboarding and sales shutoff for problem partners

Partner Accounting Support

Qualifications