Account Operations Specialist

Company Description 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 impact—without 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 package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world. 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 Employment is contingent upon the successful completion of a background check. Equal Employment Opportunity Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law. For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy