Palmetto Clean Technology
clean tech
CustomerBillingEscalationSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Billing Escalation Specialist at Palmetto Clean Technology. Skills: problem solving, critical thinking, communication. reviewing escalated customer complaints related to installer or sales rep misrepresentation. communication to EPCs and customers”
What You'll Achieve.
ensure a positive customer experience; achieving success in a structured environment; focus on the overall financial health of your business
Industry & Context.
problem solving; critical thinking skills; identify and resolve gaps in the current process; Passion for problem solving; excel at finding solutions to unstructured issues
Employment is contingent upon the successful completion of a background check.
What They're Looking For.
Must Have
2-4 years experience in a role demonstrating strategic thinking and problem solving
Nice to Have
Salesforce experience preferred, BSA preferred, Knowledge of construction or solar industry preferred
What You'll Do.
reviewing escalated customer complaints related to installer or sales rep misrepresentation
communication to EPCs and customers
bringing complaints to resolution
Review escalated EPC complaints which can come in through our billing subservicer
or directly to Finance Operations and reach out to EPC to provide a background and request an investigation and response
Perform review and investigation of EPC complaints through review of EPC response
customer provided information
and review of data within our systems
Recommend resolutions based on investigation
including netfunding EPC
customer billing cancellation
or continuing collections
Address customer billing complaints related to poor reviews from CX
Bring resolution to investigations through obtaining leadership approval and collaborating with Accounting department
Flag EPC and sales rep patterns
Make process improvements as needed within department and raise potential opportunities for other groups as identified through reviews
Perform ad hoc data analysis on complaints/claims
How You'll Work.
Team & Collaboration
collaboration with other departments; collaboration with Accounting department; Work with other departments to perform reviews including CX and CAT
Communication Scope
communication skills; Good collaboration and communication skills
Full 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 position will be based in the Philippines. Summary of Role The Customer Billing Escalation Specialist role interacts daily wi
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