Palmetto

• 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

• 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

• Handle escalated customer issues that require advanced problem-solving. • Resolve high-touch priority cases for internal teams, ensuring timely resolution. • Serve as a technical and operational expert, assisting frontline agents with complex inquiries. • Work closely with internal departments (e.g., Engineering, Field Ops, Billing) to facilitate case resolution. • Conduct outbound follow-ups for customers with passive or negative NPS scores, identifying pain points and providing solutions. • Gather customer feedback to improve overall service quality and escalate systemic issues to leadership. • Identify trends in customer dissatisfaction and recommend process improvements. • Call customers who provided positive survey scores to ask for lead referrals for potential new customers. • Act as a backup team for frontline operations in case of BPO outages or system disruptions. • Assist in load balancing during high call volumes or staffing shortages.

Title: Relationship Manager, Northeast Location: Remote - United States Job Description: 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 is a remote position and based in New York, New Jersey or Connecticut areas About You - You work well in a fast-paced environment and are nimble to adapt to new challenges. - You are a professional communicator and able to navigate high-pressure conversations - You enjoy communicating internally and externally and can travel to visit partners onsite to build and strengthen relationships. - Ability to ruthlessly identify issues and prioritize the highest ROI/ROT - You thrive in a partner-facing role and are an advocate for solutions that drive partner successes - You are the face of the LightReach financial product with Certified Installers - You are knowledgeable in solar financing and milestone requirements in general - You’ve got a passion for servant leadership, willing to support frontline sales partners and team members to successfully transact on the Palmetto financial product platform. - Ability to identify objections to winning the business at an EPC and ability to be able to clearly articulate the needs to management Summary of Role The Relationship Manager role is critical to the success of the Palmetto Finance Platform, managing the support and processing ecosystem surrounding Palmetto’s financial products. The Relationship Manager is a servant leader, willing to work directly with stakeholders to ensure smooth processes surrounding all financial product transactions. Strategic & Tactical - Become a LightReach portal and financial product expert, ready and able to answer any question thrown your way - Establish and maintain regular cadence of communication and execution of deliverables with Certified Installer leaders and reps (we win by delivering ensuring our partners are heard!) - Proactively visit key partners onsite to build and maintain strong relationships, fostering trust and collaboration - Coordinate and prioritize with internal colleagues to smooth out any friction points or blockers relating to milestones, platform functionality, or LightReach product knowledge - Drive continuous evaluation and improvement of external partner resources (Intercom), internal processes (Guru) and help build systems that meet current and future company service expansions. - Provide coaching and training for Certified Installer sales reps on LightReach products and portal - Seek constant improvement in the quality of Palmetto’s product and customer experience through consolidated feedback - Maintain familiarity with third party proposal platforms that LightReach is integrated into (Solo, Aurora, Solargraf, Enerflo, etc) - Ability to deliver in person sales trainings on LightReach processes and competitive positioning in the region - Strategic business planning & forecasting activities with EPC partners - Competitive market knowledge and LightReach positioning - Support rep resolutions on any escalations in Intercom as necessary Qualifications - Minimum 4-6 years of experience in a customer, tech, or sales support role - Minimum 2-4 year experience in a sales-partner-facing role - BS/BA Preferred - Preferred experience with interpreting data reports to streamline workflows - Enjoys working in a fast-paced rapidly changing environment - Willingness to travel in region up to 50% - Customer service mindset - Problem solver - Attention to detail - Strong computer skills - Ability to work independently as well as in a team - Excellent communicator, both written and verbal - Knowledge of the construction or solar industry preferred - Spanish speaker is a plus 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

Title: Relationship Manager, Northeast Location: Remote - United States Job Description: 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 is a remote position and based in New York, New Jersey or Connecticut areas About You - You work well in a fast-paced environment and are nimble to adapt to new challenges. - You are a professional communicator and able to navigate high-pressure conversations - You enjoy communicating internally and externally and can travel to visit partners onsite to build and strengthen relationships. - Ability to ruthlessly identify issues and prioritize the highest ROI/ROT - You thrive in a partner-facing role and are an advocate for solutions that drive partner successes - You are the face of the LightReach financial product with Certified Installers - You are knowledgeable in solar financing and milestone requirements in general - You’ve got a passion for servant leadership, willing to support frontline sales partners and team members to successfully transact on the Palmetto financial product platform. - Ability to identify objections to winning the business at an EPC and ability to be able to clearly articulate the needs to management Summary of Role The Relationship Manager role is critical to the success of the Palmetto Finance Platform, managing the support and processing ecosystem surrounding Palmetto’s financial products. The Relationship Manager is a servant leader, willing to work directly with stakeholders to ensure smooth processes surrounding all financial product transactions. Strategic & Tactical - Become a LightReach portal and financial product expert, ready and able to answer any question thrown your way - Establish and maintain regular cadence of communication and execution of deliverables with Certified Installer leaders and reps (we win by delivering ensuring our partners are heard!) - Proactively visit key partners onsite to build and maintain strong relationships, fostering trust and collaboration - Coordinate and prioritize with internal colleagues to smooth out any friction points or blockers relating to milestones, platform functionality, or LightReach product knowledge - Drive continuous evaluation and improvement of external partner resources (Intercom), internal processes (Guru) and help build systems that meet current and future company service expansions. - Provide coaching and training for Certified Installer sales reps on LightReach products and portal - Seek constant improvement in the quality of Palmetto’s product and customer experience through consolidated feedback - Maintain familiarity with third party proposal platforms that LightReach is integrated into (Solo, Aurora, Solargraf, Enerflo, etc) - Ability to deliver in person sales trainings on LightReach processes and competitive positioning in the region - Strategic business planning & forecasting activities with EPC partners - Competitive market knowledge and LightReach positioning - Support rep resolutions on any escalations in Intercom as necessary Qualifications - Minimum 4-6 years of experience in a customer, tech, or sales support role - Minimum 2-4 year experience in a sales-partner-facing role - BS/BA Preferred - Preferred experience with interpreting data reports to streamline workflows - Enjoys working in a fast-paced rapidly changing environment - Willingness to travel in region up to 50% - Customer service mindset - Problem solver - Attention to detail - Strong computer skills - Ability to work independently as well as in a team - Excellent communicator, both written and verbal - Knowledge of the construction or solar industry preferred - Spanish speaker is a plus 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.

• Coordinate, schedule, and confirm customer site visits for Field Service Technicians across multiple regions and time zones. • Serve as the primary scheduling liaison for customers, maintaining proactive, timely, and empathetic communication. • Optimize technician routes and daily workloads to increase efficiency and minimize travel time and cost. • Review technician capacity and availability daily to construct accurate and achievable schedules. • Collaborate with Service Project Coordinators, Asset Management Specialists, and regional leaders to ensure readiness before scheduling. • Verify customer availability, access instructions, and any pre-visit requirements to ensure a successful appointment. • Monitor work order queues to ensure all site-visit–eligible cases are scheduled within defined SLA targets. • Escalate scheduling risks, technician constraints, or customer-related delays to leadership when they threaten timelines. • Maintain accurate documentation of all scheduling attempts, customer communications, and confirmations in CRM platforms such as Salesforce. • Support team reporting by flagging chronic bottlenecks, trends, and repeat issues that impact schedule adherence or customer satisfaction. • Participate in cross-functional initiatives to improve scheduling processes, tools, and communication standards. • Assist with temporary surge initiatives or special projects to ensure the Service Operations organization meets overall volume and customer satisfaction goals.

• Monitor system performance across the residential solar portfolio, proactively identifying underperforming or non-producing systems through alerting and diagnostic tools. • Triage and investigate service cases, validating issues and determining appropriate troubleshooting paths based on system data and known failure modes. • Execute remote troubleshooting steps to resolve system issues, including inverter resets, communication troubleshooting, and guiding homeowners through required actions. • Maximize remote resolution by identifying and applying effective solutions, minimizing unnecessary site visits. • Communicate clearly and empathetically with homeowners to explain issues, guide troubleshooting steps, and set expectations for resolution. • Accurately document all troubleshooting steps, findings, and outcomes within Salesforce to ensure clear case history and enable downstream coordination if needed. • Escalate unresolved or complex issues to Service Project Coordinators with clear, complete context, including validated scope and recommended next steps. • Manage and prioritize service queues to ensure all cases are addressed within defined SLA timelines. • Identify trends, recurring issues, and failure patterns across the portfolio, contributing insights to improve monitoring, processes, and product performance. • Collaborate cross-functionally with Service Operations, Product, and Engineering teams to improve alert quality, reduce false positives, and enhance troubleshooting workflows. • Participate in root cause analysis and continuous improvement initiatives to increase remote resolution rates and reduce overall service cost.

• 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.

• Own our customer lease/PPA reassignment process • Service transfers for customers who are moving from their home from previous homeowner to the new homeowner, including credit check of new customer, billing account set up, and completion of transfer contract • Prepayments by providing payment quotes, accepting payments, updating billing account, and providing documentation of prepayment to customer • Buyouts for customers who are moving (or 5 years after agreement starts), including providing buyout quote, accepting payment, updating billing account, and completion of contract • Process UCC-1 temporary termination requests and related questions • Escalate issues to management • Ensure proper documentation in Salesforce and clear communication with CX department

• 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.