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Palmetto Clean Technology

7 open positions available

1 location
1 employment type
Actively hiring
Full-time

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Director, Business & Account Development, West

Palmetto Clean TechnologyAnywhereFull-time
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Compensation$100K - 140K a year

Lead strategic initiatives and manage a team to drive sales growth and develop partnerships in the renewable energy sector. | Bachelor's degree with 8-10+ years in sales and business development, preferably in residential solar or renewable energy, with strong strategic execution skills and willingness to travel. | 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 is a remote position and based in the Western US (Colorado to Hawaii) Reporting This position will report into the SVP, Business & Account Development Summary of Role The Director for Business & Account Development, West, will be responsible for driving sales growth, developing strategic partnerships, and expanding our EPC partner base. The Director will lead strategic initiatives across the West region and will work with Distribution, OEM and technology partners to help drive LightReach growth across the West region. Strategic & Tactical Leads business development efforts for Palmetto Finance residential solar business in the West region Manages a team of Relationship Managers who support EPCs in the West region Provides training, mentorship, and coaching to Relationship Managers, fostering a high performance culture with clear expectations, accountability, and continuous development Focuses on account development on the Palmetto Finance platform. Identifies opportunities, builds relationships, and executes objectives to achieve our business objectives Delivers new ideas, segments, and thought leadership to discuss other opportunities to expand the platform Keeps informed on industry trends, regulations, technological advancements, and conducts market research and intelligence to identify opportunities for growth Collaborates with internal teams, including Technology, Finance, Revenue, and Operations, to ensure successful implementation and delivery of solar solutions to external customers Works in close partnership with the VP of Operations, Manager Account Operations, Product Managers and Accounting to drive strategic initiatives and support EPC needs across the region Qualifications Bachelor’s degree in Business, Marketing, or related field; MBA a plus 8-10+ years of demonstrated experience in a sales and business development role, with experience in the residential solar or renewable energy sector preferred Deep understanding of the residential solar industry and its market dynamics Ability to ideate, develop and execute strategic plans, in close collaboration with internal and external partners and stakeholders Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly Strong interpersonal and relationship building skills Ability to travel in region up to 50% of the time is required 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

Strategic Leadership
Market Research
Consumer Insights
Innovation
Team Management
Direct Apply
Posted 14 days ago
PC

Director, Business & Account Development, West

Palmetto Clean TechnologyAnywhereFull-time
View Job
Compensation$Not specified

Lead business development and strategic partnerships for residential solar finance in the Western US region. | 8-10+ years sales and business development experience in residential solar or renewable energy sector with strong relationship building skills. | 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 is a remote position and based in the Western US (Colorado to Hawaii) Reporting This position will report into the SVP, Business & Account Development Summary of Role The Director for Business & Account Development, West, will be responsible for driving sales growth, developing strategic partnerships, and expanding our EPC partner base. The Director will lead strategic initiatives across the West region and will work with Distribution, OEM and technology partners to help drive LightReach growth across the West region. Strategic & Tactical • Leads business development efforts for Palmetto Finance residential solar business in the West region • Manages a team of Relationship Managers who support EPCs in the West region • Provides training, mentorship, and coaching to Relationship Managers, fostering a high performance culture with clear expectations, accountability, and continuous development • Focuses on account development on the Palmetto Finance platform. • Identifies opportunities, builds relationships, and executes objectives to achieve our business objectives • Delivers new ideas, segments, and thought leadership to discuss other opportunities to expand the platform • Keeps informed on industry trends, regulations, technological advancements, and conducts market research and intelligence to identify opportunities for growth • Collaborates with internal teams, including Technology, Finance, Revenue, and Operations, to ensure successful implementation and delivery of solar solutions to external customers • Works in close partnership with the VP of Operations, Manager Account Operations, Product Managers and Accounting to drive strategic initiatives and support EPC needs across the region Qualifications • Bachelor's degree in Business, Marketing, or related field; MBA a plus • 8-10+ years of demonstrated experience in a sales and business development role, with experience in the residential solar or renewable energy sector preferred • Deep understanding of the residential solar industry and its market dynamics • Ability to ideate, develop and execute strategic plans, in close collaboration with internal and external partners and stakeholders • Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly • Strong interpersonal and relationship building skills • Ability to travel in region up to 50% of the time is required 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

Kaseya Scripting
PowerShell
Active Directory
Verified Source
Posted 14 days ago
PC

Senior Salesforce Product Manager

Palmetto Clean TechnologyAnywhereFull-time
View Job
Compensation$Not specified

Lead consumer insights and innovation initiatives to fuel new product development and strategic planning. | Extensive experience in consumer insights, innovation leadership, and managing research teams. | 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. Location This position will be based remotely in the United States. Summary of Role The Senior Salesforce Product Manager role will drive the continued development of Palmetto's Salesforce platform in alignment with Palmetto’s business needs and objectives. The Salesforce Product Manager owns the product strategy, roadmap, and weekly sprint priorities for Palmetto’s Salesforce team by serving as the primary business liaison and subject matter expert on the platform’s ever-evolving features and capabilities. The Salesforce Product Manager will also consult with other Product teams regularly to align on cross-product priorities. Strategic & Tactical Key Responsibilities of the Salesforce Product Manager: Understand Palmetto’s business processes and organizational priorities Proactively engage with stakeholders regularly to understand their evolving needs Manages technical SFDC lead and delivery team Proactively builds reporting to support business operations, as well as track sprint delivery and progress of the SFDC delivery team(s) Develop, maintain, and communicate the Salesforce product’s vision and roadmap Establish and track progress against evolving business initiatives for the Salesforce team Manage, prioritize, and refine User Stories for the Salesforce product backlog Work closely with peers in your department to ensure that your projects and initiatives align with the priorities of their related systems i.e. accounting and financial systems Lead Salesforce product roadmap and sprint planning meetings with the Salesforce development team Lead solutioning conversations and technologies for products that live within or touch the Salesforce system Facilitate daily standups with the Salesforce development team Engage with business stakeholders and end-users to resolve impediments to Product development as they arise Manage end-user testing, communications, release management, and roll-out plan for new Product feature releases Align with other Palmetto Product Owners when needed to maintain cross-product alignment Manage MANY priorities across the org and drive the strategic vision and implementation of Salesforce enhancements to support Palmetto’s growth and business needs Very strong technical foundational knowledge and understanding of the Salesforce platform and various clouds (Sales, Service, Field Service Lightning, etc.) Qualifications 3+ years of experience at a technology company or consulting firm 5+ years of experience working in an Agile development environment and participating in Agile ceremonies Ability to manage many competing priorities and complex projects Salesforce certifications highly preferred (consultant, administrator, etc.) 3+ years of experience working with middleware for Salesforce (BOOMI, Tray.IO, or other) along with DevOps tools (Gearset or other) Experience translating business needs into strong user stories/requirements for new product features Technical aptitude and expertise in the Salesforce platform as well as other applications commonly integrated with Salesforce Excellent organizational and project management skills; can manage priorities and dependencies across teams Excellent communication skills with experience translating technical concepts to non-technical audiences Strong leadership skills rooted in high EQ, with an ability to rally cross-functional teams towards demanding goals Is regarded as a subject matter expert in Salesforce; can set up working agreements with other teams on how to use, engage and request updates to their service. Has strong alignment to the Palmetto mission of building the green energy future, and examples of working within Palmetto core values: Customer Mindfulness: we are conscientious of and empathetic towards the needs of our customers. Inclusion & Diversity: We are steadfast in our commitment to the advancement of inclusion and diversity of our people, ideas, thoughts, and acts. Rituals: We create practices that keep us disciplined in the pursuit of our goals Longevity: We build for the future Happiness: We encourage employees to focus on their well being Openness: We provide complete transparency to our colleagues, even when it is uncomfortable. Employment is contingent upon the successful completion of a background check. 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

Consumer Insights
New Product Development
Market Research
Direct Apply
Posted 15 days ago
PC

Sr. Salesforce Product Manager

Palmetto Clean TechnologyAnywhereFull-time
View Job
Compensation$120K - 150K a year

Drive the development and strategic evolution of Palmetto's Salesforce platform, managing priorities, stakeholder communication, and cross-team alignment. | Requires 3+ years in a tech environment, 5+ years in Agile, Salesforce certifications, and technical knowledge of Salesforce and middleware tools. | 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. Location This position will be based remotely in the United States. Summary of Role The Senior Salesforce Product Manager role will drive the continued development of Palmetto's Salesforce platform in alignment with Palmetto’s business needs and objectives. The Salesforce Product Manager owns the product strategy, roadmap, and weekly sprint priorities for Palmetto’s Salesforce team by serving as the primary business liaison and subject matter expert on the platform’s ever-evolving features and capabilities. The Salesforce Product Manager will also consult with other Product teams regularly to align on cross-product priorities. Strategic & Tactical Key Responsibilities of the Salesforce Product Manager: Understand Palmetto’s business processes and organizational priorities Proactively engage with stakeholders regularly to understand their evolving needs Manages technical SFDC lead and delivery team Proactively builds reporting to support business operations, as well as track sprint delivery and progress of the SFDC delivery team(s) Develop, maintain, and communicate the Salesforce product’s vision and roadmap Establish and track progress against evolving business initiatives for the Salesforce team Manage, prioritize, and refine User Stories for the Salesforce product backlog Work closely with peers in your department to ensure that your projects and initiatives align with the priorities of their related systems i.e. accounting and financial systems Lead Salesforce product roadmap and sprint planning meetings with the Salesforce development team Lead solutioning conversations and technologies for products that live within or touch the Salesforce system Facilitate daily standups with the Salesforce development team Engage with business stakeholders and end-users to resolve impediments to Product development as they arise Manage end-user testing, communications, release management, and roll-out plan for new Product feature releases Align with other Palmetto Product Owners when needed to maintain cross-product alignment Manage MANY priorities across the org and drive the strategic vision and implementation of Salesforce enhancements to support Palmetto’s growth and business needs Very strong technical foundational knowledge and understanding of the Salesforce platform and various clouds (Sales, Service, Field Service Lightning, etc.) Qualifications 3+ years of experience at a technology company or consulting firm 5+ years of experience working in an Agile development environment and participating in Agile ceremonies Ability to manage many competing priorities and complex projects Salesforce certifications highly preferred (consultant, administrator, etc.) 3+ years of experience working with middleware for Salesforce (BOOMI, Tray.IO, or other) along with DevOps tools (Gearset or other) Experience translating business needs into strong user stories/requirements for new product features Technical aptitude and expertise in the Salesforce platform as well as other applications commonly integrated with Salesforce Excellent organizational and project management skills; can manage priorities and dependencies across teams Excellent communication skills with experience translating technical concepts to non-technical audiences Strong leadership skills rooted in high EQ, with an ability to rally cross-functional teams towards demanding goals Is regarded as a subject matter expert in Salesforce; can set up working agreements with other teams on how to use, engage and request updates to their service. Has strong alignment to the Palmetto mission of building the green energy future, and examples of working within Palmetto core values: Customer Mindfulness: we are conscientious of and empathetic towards the needs of our customers. Inclusion & Diversity: We are steadfast in our commitment to the advancement of inclusion and diversity of our people, ideas, thoughts, and acts. Rituals: We create practices that keep us disciplined in the pursuit of our goals Longevity: We build for the future Happiness: We encourage employees to focus on their well being Openness: We provide complete transparency to our colleagues, even when it is uncomfortable. Employment is contingent upon the successful completion of a background check. 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

Salesforce platform expertise
Agile project management
Stakeholder engagement
Direct Apply
Posted 28 days ago
PC

Sr. Account Manager, HVAC - Northeast

Palmetto Clean TechnologyAnywhereFull-time
View Job
Compensation$0K - 0K a year

Onboard and support contractor partners, lead sales trainings, and drive adoption of the LightReach program. | 3-5 years in residential in-home sales, 2-4 years in partner-facing roles, HVAC experience, ability to travel up to 75%, strong presentation and relationship skills. | 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. Location This role will be based regionally in the Central territory (CO, KS, NE SD, ND, MT, or WY Reporting This position will report to the Strategic Accounts Director, HVAC. Summary of Role The Channel Account Manager, HVAC/Heat Pump and Home Electrification is a partner-facing role focused on helping home service contractors adopt and scale Palmetto’s LightReach Finance program. You will be responsible for onboarding contractor partners, training their sales teams, and supporting successful in-home sales adoption. In the early stage, this role will focus heavily on top of funnel partner relationship building and recruitment of new partners. Over time, the role will become more focused on partner support and enablement, and is ideal for someone who has worked in residential in-home sales and understands how homeowners make decisions around major home upgrades. You should be confident leading live sales trainings, coaching front-line sales professionals, and providing ongoing field support. Strategic & Tactical Identify, recruit, and onboard new partners based on Palmetto LightReach business objectives. Serve as the primary point of contact for assigned contractor partners across residential home services trades. Lead on-site and virtual trainings for sales reps on how to position, present, and close the LightReach program in the home. Collaborate with Sales and General Managers to drive alignment and adoption at the leadership level. Support sales teams through ride-alongs, objection handling, and in-home pitch coaching. Monitor LightReach activity, adoption rates, and engagement metrics; proactively address friction points. Partner with internal teams to refine tools, resources, and partner support processes. Gather field-level feedback to inform platform improvements and partner enablement content. Ensure a high level of professionalism and partner satisfaction across every touchpoint. Required Experience 3–5 years of experience in residential in-home sales (HVAC, plumbing, electrical, generators, roofing, or similar) 2–4 years in a partner-facing or field enablement role (Sales Trainer, Territory Manager, Manufacturer Rep, etc.) Demonstrated ability to train and coach salespeople in person and virtually Experience working with or for contractor businesses in the home services industry Strong presentation, relationship-building, and problem-solving skills Willingness to travel up to 75% regionally/nationally HVAC Experience is required Success Defined New Contractor onboarding. Grow LightReach adoption and transaction volume among assigned partner accounts. Improve frontline sales team confidence and accuracy in presenting the LightReach Program. Shorten time-to-productivity for new contractor partners. Increase partner satisfaction through proactive relationship management. 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

HVAC sales
partner relationship management
sales training and coaching
Direct Apply
Posted about 1 month ago
Palmetto Clean Technology

Capital Markets Analyst

Palmetto Clean TechnologyAnywhereFull-time
View Job
Compensation$70K - 100K a year

Develop and execute financial models, lead capital funding processes, report to financial stakeholders, and improve workflows in a fast-paced environment. | Bachelor's degree in finance or related field, 1-3 years banking or capital markets experience, strong analytical and communication skills, and ability to collaborate across teams. | 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. Location This position will be based remotely in the US 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 / Senior Analyst (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+ years of experience in banking or capital markets; solar industry experience 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 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

Capital markets
Financial modeling
Tax equity and debt funding
Process improvement
Stakeholder management
Excel
Communication
Verified Source
Posted 7 months ago
PC

Manager, Capital Markets

Palmetto Clean TechnologyAnywhereFull-time
View Job
Compensation$Not specified

The Manager, Capital Markets will oversee capital markets activities including capital raising and execution. This role involves developing financial models and leading funding processes with external stakeholders. | Candidates should have a Bachelor's degree in Finance or Economics and at least 5 years of experience in banking or capital markets. Strong analytical skills and the ability to thrive in a fast-paced environment are essential. | 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 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. Location This position is based remotely in the US. Summary of Role The Manager, Capital Markets will be responsible for capital markets activities spanning across capital raising, execution, and modeling work to support the advancement of those opportunities. 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 5+ years of experience in banking or capital markets; solar industry experience 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 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

Financial Modeling
Capital Raising
Tax Equity
Debt Funding
Analytical Skills
Customer-Centric
Collaboration
Communication Skills
Process Improvement
Relationship Management
Macroeconomic Understanding
Teamwork
Problem Solving
Presentation Skills
Motivation
Adaptability
Direct Apply
Posted 7 months ago

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