Palmetto Clean Technology
Inside Sales Account Manager, Comfort
1616 Camden Rd Charlotte, NC 28203 · Contract
Sponsorship not specifiedDetected 12 days ago
SalesforceCRMSalesAccount ManagementBusiness DevelopmentPipeline ManagementOutbound SalesForecastingCustomer SuccessCAMCollaborationMentoringRenewable Energy
About the role
- 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 prioritizes people, planet, and profit-backed by a culture that values collaboration, impact, and balance.
Responsibilities
- Own a portfolio of HVAC contractor and dealer partner accounts across geographic markets not covered by a field CAM territory.
- Build strong relationships with business owners, sales managers, and key decision-makers through regular outbound calls, emails, and virtual meetings.
- Serve as the primary point of contact for Palmetto's comfort plans, financing programs, and partner support.
- Follow up with newly onboarded partners to drive activation
- Identify barriers to adoption and build action plans to increase utilization.
- Develop strategies to grow comfort plan financing penetration within existing accounts.
- Achieve monthly and quarterly goals for NTP count, partner activation rate, application volume, funded projects, and active partner rate.
- Maintain accurate forecasting and pipeline management in Salesforce.
- Conduct virtual partner training on the Palmetto Comfort Plan financing products, and current promotional programs.
- Provide partner feedback to improve products, processes, and the overall partner experience.
Requirements
- 3+ years of inside sales, account management, customer success, or business development experience.
- Experience managing a book of business or customer portfolio.
- Experience using Salesforce or a comparable CRM platform.
- Strong consultative selling and relationship-building skills.
- Excellent verbal and written communication.
- Self-motivated with strong organizational and time-management skills.
- 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.
Nice to have
- Experience in HVAC, home services, or a related trades contractor channel is a plus.
- Familiarity with comfort plans, subscription-based home services, or recurring revenue models is a plus.
- Experience working within a dealer or contractor certification program (e.g., LightReach Certified or similar) is a plus.
- Experience selling financing, fintech, or embedded financial products to SMBs is a plus.
Benefits
- Monitor account health and proactively re-engage dormant or underperforming partners.
Equal 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.
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