We are seeking a proactive and organized Customer Service Management professional to guide client interactions, maintain service quality standards, and ensure a smooth, professional experience from initial contact through completion. In this fully remote role, you will help oversee communication flow, coordinate service processes, and maintain consistency across client touchpoints. This opportunity is ideal for someone who thrives in a client-focused environment, enjoys improving workflows, and can confidently manage multiple priorities while working independently within structured systems and mentorship support. What Youll Do: - Oversee daily client communications to ensure clarity, professionalism, and responsiveness - Monitor service workflows to maintain efficiency and high-quality standards - Ensure timely follow-ups, confirmations, and resolution of client concerns - Coordinate scheduling, documentation, and service details as needed - Maintain accurate records and ensure consistency across processes - Provide calm, solution-oriented leadership in client-facing situations - Identify opportunities to improve communication flow and service delivery What Were Looking For: - Strong written and verbal communication skills - Excellent organizational and time-management abilities - Problem-solving mindset with attention to detail - Experience in customer service, client management, or coordination (helpful but not required) - Ability to manage multiple client needs independently in a remote environment - Comfortable using digital systems and applying training effectively - Reliable, professional, and service-driven - Must be a citizen of the US, UK, Mexico, Australia, Spain, or LATAM Why This Opportunity Stands Out: - 100% remote flexibility - Structured training, mentorship, and established systems - Supportive team environment focused on quality service - Clear pathway for professional development and long-term growth

Progressive Leasing is a leading provider of in-store and e-commerce lease-to-own solutions. With more than 20 years in FinTech, we’ve grown from start-up to industry leader by innovating, simplifying, and valuing people. We are a subsidiary of PROG Holdings (NYSE: PRG), a FinTech holding company with three business segments: Progressive Leasing, Purchasing Power (a leading employee purchase program for consumer products and services using payroll deduction), and Four, a Buy Now Pay Later (BNPL) platform. We are currently hiring an Associate Partner Success Manager to help grow our company and ensure our mission is achieved! This role is a work from home position and can be performed remotely anywhere in the continental US or in our corporate location in Utah. Employee Value Proposition (EVP): PROG provides people with opportunity; opportunity for inclusive collaboration, opportunity for innovation, and opportunity for development. WE ARE: A sales organization that is dedicated to developing and executing winning sales and marketing strategies in a fun and engaging environment. We provide our employees with challenging opportunities where passion, tenacity, innovation, and diligence are rewarded. We want your passion, your creativity, and your proficiency in rallying support for the ideas that will advance our initiatives. With your broad strategic expertise, you will plan, develop, and implement highly effective sales, marketing and operational strategies, solutions, and initiatives to drive market share and sell-through for our clients. YOU ARE: A business-to-business focused professional with experience providing solutions to a variety of issues. You think outside the box and don’t shrink from crucial conversations. You are skilled at building impactful relationships with internal and external partners to help drive sales. You will support our retail partners in connecting to our web-based lease-to-own finance technology, which provides a fast, robust, and seamless customer experience for their customers, increasing their bottom line (and ours). YOUR DAY-TO-DAY: - Align sales resources for retail partners, including the recommendation of ordering of marketing materials (POP, etc.) - Execute rollout plans and activation plans for new retail partners - Coordinate the full onboarding process for new retail partners, including the distribution of welcome letters, updating retail partner information in Salesforce, application setup, ProgCentral setup and training, ordering of marketing materials (POP, etc.), and other related tasks required to enable the success of the retail partner - Investigate and troubleshoot escalated issues with lease transactions, funding, and credits for key retail partners - Report on retailer health, eCom potential, and compliance remediation to support sales teams in the field to better drive GMV performance YOU'LL BRING: - High school diploma, or equivalent, required - 3-5 years’ relevant professional experience - Exceptional organizational and time management skills - Must have superior interpersonal skills as well as oral and written communication skills - Moderate-level experience with Microsoft Office Suite - Ability to make decisions independently by referencing standard operating procedures and previous experience, properly identifying when escalation to leadership is required WE OFFER: - Competitive Compensation + Bonus Potential - Full Health Benefits; Medical/Dental/Vision/Life Insurance + Paid Parental Leave - Company Matched 401k - Paid Time Off + Paid Holidays + Paid Volunteer Time - Diversity Alliance Resource Groups - Employee Stock Purchase Program - Tuition Reimbursement - Charitable Gift Matching - Job Required Equipment & Services Will Be Provided Progressive Leasing welcomes and encourages diversity in the workplace. We do not discriminate in any aspect of employment on the basis of race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Progressive Leasing does business.

• Enterprise Portfolio Management: Oversee a portfolio of approximately 10-15 enterprise clients, ensuring comprehensive management of large-scale organizations and effectively handling a mid-size volume of accounts. • Customer Relationship Management: Foster deep and strategic relationships with our customers, acting as a trusted advisor and advocate • Customer Journey Optimization: Continuously analyze and improve the customer journey, identifying opportunities to enhance customer experience and drive product adoption • Renewal and Expansion: Drive renewal and expansion efforts, ensuring customers are maximizing the value of our products and services and identifying opportunities for upselling and cross-selling • Metrics and KPIs: Track and be driven by broader Customer Success team KPIs including NRR and GRR. • Data-Driven Decision Making: Leverage data and analytics to inform decision-making and identify areas for improvement • Collaboration: Collaborate closely with sales, marketing, product, and engineering teams to ensure a seamless customer experience and drive business growth • Account Management: Lead project and stakeholder management efforts by engaging with customers at all levels, from individual agents to executives, through regular meetings and executive business reviews (which you'll run) • Be a Builder: Build and configure the Cresta product for customers, while also enabling them to be fully enabled and self-sufficient

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. Location This role will be remote based on the West Coast. Reporting This role will report into the SVP, Business & Account Development. About You - You work well in a fast paced environment, and are nimble to adapt to new challenges. - You’ve got a passion for servant leadership, willing to support frontline sales reps and team members to successfully transact on the Palmetto financial product platform. - You enjoy building meaningful relationships and delivering a best in class partner experience Summary of Role The Relationship Specialist will be responsible for managing the support and processing ecosystem around Palmetto’s financial products for small and medium sized EPCs, providing direct support to partners, while collaborating closely with the Relationship Manager. Strategic & Tactical - Product Operations - Support EPC partner requests via email ticketing, chat support, mechanisms. - Manage all queues & action areas within the financial portal to ensure smooth transactions for partners, and remove friction and blockers to any transactions. - Provide coaching and training transactions to EPC partners & sales reps. - Assist in the continuous evaluation and improvement of internal processes and help build systems that meet current and future company service expansions. - Account & Relationship Management - Work closely with the regional Relationship Manager to understand partner needs and expectations, and begin to build relationships. - Surfacing global insights from EPC partner requests and interactions to LightReach Leadership and proactively identify opportunities to improve our product and partner experience. - Work with regional relationship managers in implementing regional strategies and initiatives to drive EPC engagement, including pipeline reviews - Foster a strong relationship with the regional Lightreach Pro Relationship manager, driving cohesive regional strategy. Qualifications - 3+ years of experience in a Product Operations, Customer Service, or Account Management Support role preferred. - Bachelor's Degree preferred. - Strong verbal and written communication skills, and a passion for building and nurturing relationships. - Excellent interpersonal and relationship building skills that improve collaboration and drives mutual success. - Enjoys working in a fast-paced rapidly changing environment. - Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly. - Strong problem solving abilities, with the ability to analyze data, spot trends, and develop creative solutions to challenges. - Proficiency in Google Suite, slack, intercom, chat support systems. - Ability to work independently and collaboratively in a team environment. - Knowledge of the construction or solar industry 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