Palmetto

General

• 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.

Service Coordinator II

Data Scientist

• Own the strategic direction of the device data and performance platform
• Define how Palmetto connects with hardware manufacturers through integration partnerships
• Shape data models for performance monitoring and alerting
• Build workflows for field service and asset management teams
• Collaborate across Asset Management, Field Service, Operations, Customer Support, Finance, and Engineering
• Drive alerting logic and performance insights
• Ensure monitoring coverage with new asset types
• Own product strategy, OKRs, roadmap, and quarterly planning
• Encourage AI use for discovery and learning
• Manage stakeholder expectations with clear communication

Senior Product Manager – Device Data, Performance

Program Manager

• 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.
• 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.
• Develop and maintain quality standards, documentation, and contractor approval requirements for HVAC, geothermal, water heater, and generator installations.
• Establish performance benchmarks and feedback loops to reduce project rejections while maintaining system quality standards.
• Conduct onboarding calls with new contractors and support ongoing training and pipeline reviews across all Comfort products.

Senior HVAC Quality Program Manager

QA Engineer

• Conduct regular quality audits of customer interactions (calls, emails, chats)
• Score interactions using established QA scorecards and SOPs
• Ensure compliance with internal processes and regulatory requirements
• Identify critical errors, knowledge gaps, and behavioral trends
• Deliver clear, actionable, and prioritized feedback to supervisors
• Partner with supervisors to ensure feedback is understood and coached effectively
• Identify recurring issues and systemic gaps impacting customer experience
• Maintain accurate QA documentation and audit records

Quality Assurance Specialist, Spanish Bilingual

Analyst

• Own monthly and quarterly reporting across Palmetto's capital markets funding structures, including tax equity funds, ABS issuances, and warehouse facilities
• Download, manage, and analyze large datasets to support fund reporting and investor requirements
• Build and maintain reporting templates for new and existing funding structures, partnering with technology teams to drive automation over time
• Develop a deep understanding of Palmetto's business, including how solar loan origination, customer relationships, and financing products connect to capital markets activity
• Support FP&A, treasury, and cash forecasting activities as they relate to Palmetto Finance
• Liaise with Corporate Finance, Treasury, Asset Management, and Accounting to ensure transparency and alignment on all things Palmetto Finance
• Identify opportunities to improve reporting workflows, data processes, and cross-functional efficiency
• Build and maintain strong working relationships with internal teams including Data Analytics, Operations, and Technology

Senior Capital Markets Analyst

Financial Planning and Analysis

• 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

Service Coordinator II

Senior Product Manager – Device Data, Performance

Senior HVAC Quality Program Manager

Quality Assurance Specialist, Spanish Bilingual

Senior Capital Markets Analyst

Capital Markets Associate, Structured Finance