Relationship Manager

📋 Description

• Become an expert in the LightReach portal and financial products, prepared to respond to any inquiries you may receive.

• Establish and maintain a consistent communication rhythm and deliverables execution with the leaders and representatives of Certified Installers (our success depends on ensuring our partners feel valued!).

• Proactively engage with key partners through onsite visits to foster robust relationships, building trust and collaboration.

• Coordinate and prioritize efforts with internal team members to resolve any issues or impediments related to milestones, platform functionality, or LightReach product knowledge.

• Drive ongoing evaluation and enhancement of external partner resources (Intercom), internal processes (Guru), and assist in developing systems that align with current and future service expansions of the company.

• Provide coaching and training to Certified Installer sales representatives on LightReach products and the portal.

• Continually seek to enhance the quality of Palmetto’s offerings and customer experience through aggregated feedback.

• Maintain a solid understanding of third-party proposal platforms integrated with LightReach (such as Solo, Aurora, Solargraf, Enerflo, etc.).

• Capable of delivering in-person sales training on LightReach processes and competitive positioning within the region.

• Engage in strategic business planning and forecasting activities alongside EPC partners.

• Possess competitive market knowledge and an understanding of LightReach's positioning.

• Assist representatives in resolving any escalations through Intercom as needed.

⛳️ Requirements

• A minimum of 4-6 years of experience in a customer service, technology, or sales support capacity.

• At least 2-4 years of experience in a sales role involving partner interactions.

• A BS/BA degree is preferred.

• Preferred experience in analyzing data reports to optimize workflows.

• Enjoyment of working in a fast-paced and rapidly evolving environment.

• Willingness to travel within the region up to 50% of the time.

• A customer service-oriented mindset.

• Strong problem-solving skills.

• Attention to detail is essential.

• Proficient computer skills.

• Ability to work autonomously as well as collaboratively in a team.

• Excellent communication skills, both written and verbal.

• Knowledge of the construction or solar industry is preferred.

• Proficiency in Spanish is a plus.

🏝️ Benefits

• Unlimited paid time off (PTO).

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Paid parental leave.

• Retirement plans.

• And more.