Incentives Specialist

at 
Palmetto
Posted on 
27 Jan

Recognized by Forbes as one of the fastest-growing private companies in the United States, Palmetto believes that choosing to source clean energy from renewable resources like solar power should be a right, not a privilege. As such, we connect homeowners with renewable energy options such as solar power and energy storage systems. Through our marketplace business model, we empower solar sales professionals and solar installation companies with access to our proprietary design platform, financing, customer management system, logistics, and project management. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our industry-leading Net Promoter Score.

Our employees are our most valuable resource. Palmetto is a VC-backed high-growth company with a promote-from-within culture for talent development. We offer excellent benefits such as unlimited vacation/PTO, medical, dental, and vision coverage, parental leave, and retirement plans.

We are a remote-first company and are proud to have great people working for us all over the United States.

Summary of Role

The Incentive Specialist role plays a critical part in the solar customer fulfillment pipeline, managing the processing of incentive applications, as well as facilitating a relationship of constant improvement with Palmetto’s counterparts at our partner incentive administrators. The Incentive Specialist will focus on daily fulfillment of customer incentive applications, timely receipt of funding, and facilitation of process improvements within the incentives group.

Strategic & Tactical
- Specialize in incentive application processes, documents, and communication preferences
- Continually evaluate and improve internal processes and initiate steps to meet current and future company service expansions and customer satisfaction goals
- Coordinate and collaborate with internal team members as required
- Ensure all queues are meeting the defined SLOs (Service Level Objectives)
- Ensure customer service levels meet or exceed Palmetto standards
- Prepare and submit documents for incentive approvals to relevant incentive
- Address issues that arise that affect a customer’s incentive payout and customer satisfaction; present supporting analytics and solutions to CAM and/or other departments to drive the clearing of recurring incentive blockers
- Track the progress of application stages from submission to approval to energize; follow up with incentive administrators, customers, and internal parties to address problems and move payouts forward to funding
- Call and email customers for documents or updates on applications; develop and maintain automated and tailored communication to decrease internal effort and set customer expectations

Qualifications
- You are obsessed with the details- ensuring 100% accuracy for all customer submittals
- You love to innovate. Bureaucracy and red tape are simply opportunities to get creative and find solutions!
- You can see the forest through the trees - individual problems are opportunities to iterate and improve our platform for the future
- 2 years of experience in a customer support or business processing environment, preferably in solar or renewable energy
- Spanish speaker required
- Strong computer skills
- Attention to detail
- Experience with Salesforce
- BS/BA in a related discipline or equivalent combination of education and experience

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

Job Description

Recognized by Forbes as one of the fastest-growing private companies in the United States, Palmetto believes that choosing to source clean energy from renewable resources like solar power should be a right, not a privilege. As such, we connect homeowners with renewable energy options such as solar power and energy storage systems. Through our marketplace business model, we empower solar sales professionals and solar installation companies with access to our proprietary design platform, financing, customer management system, logistics, and project management. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our industry-leading Net Promoter Score.

Our employees are our most valuable resource. Palmetto is a VC-backed high-growth company with a promote-from-within culture for talent development. We offer excellent benefits such as unlimited vacation/PTO, medical, dental, and vision coverage, parental leave, and retirement plans.

We are a remote-first company and are proud to have great people working for us all over the United States.

Summary of Role

The Incentive Specialist role plays a critical part in the solar customer fulfillment pipeline, managing the processing of incentive applications, as well as facilitating a relationship of constant improvement with Palmetto’s counterparts at our partner incentive administrators. The Incentive Specialist will focus on daily fulfillment of customer incentive applications, timely receipt of funding, and facilitation of process improvements within the incentives group.

Strategic & Tactical
- Specialize in incentive application processes, documents, and communication preferences
- Continually evaluate and improve internal processes and initiate steps to meet current and future company service expansions and customer satisfaction goals
- Coordinate and collaborate with internal team members as required
- Ensure all queues are meeting the defined SLOs (Service Level Objectives)
- Ensure customer service levels meet or exceed Palmetto standards
- Prepare and submit documents for incentive approvals to relevant incentive
- Address issues that arise that affect a customer’s incentive payout and customer satisfaction; present supporting analytics and solutions to CAM and/or other departments to drive the clearing of recurring incentive blockers
- Track the progress of application stages from submission to approval to energize; follow up with incentive administrators, customers, and internal parties to address problems and move payouts forward to funding
- Call and email customers for documents or updates on applications; develop and maintain automated and tailored communication to decrease internal effort and set customer expectations

Qualifications
- You are obsessed with the details- ensuring 100% accuracy for all customer submittals
- You love to innovate. Bureaucracy and red tape are simply opportunities to get creative and find solutions!
- You can see the forest through the trees - individual problems are opportunities to iterate and improve our platform for the future
- 2 years of experience in a customer support or business processing environment, preferably in solar or renewable energy
- Spanish speaker required
- Strong computer skills
- Attention to detail
- Experience with Salesforce
- BS/BA in a related discipline or equivalent combination of education and experience

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

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