Inside Sales Account Manager

Department Description

Palmetto Home 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 Charlotte, NC.

Reporting

This position will report to the Director, Channel Sales.

Summary of Role

The Inside Sales Account Manager, Comfort manages and grows an assigned portfolio of HVAC contractor and dealer partner accounts. Reporting to Director, Channel Sales, this role drives partner engagement, activates new accounts, grows financing volume, and generates NTPs (New to Program) the first funded projects that confirm a newly onboarded partner is actively selling. This is the inside channel complement to Palmetto's eight field CAM territories, covering partner markets without a dedicated field rep.

Strategic & Tactical

• Own a portfolio of HVAC contractor and dealer partner accounts across geographic markets
• 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.
• Identify upsell and cross-sell opportunities across Palmetto's product and program portfolio.
• Monitor account health and proactively re-engage dormant or underperforming partners.
• 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.

Qualifications

• 3+ years of inside sales, account management, customer success, or business development experience.
• Experience managing a book of business or customer portfolio.
• Strong consultative selling and relationship-building skills.
• Excellent verbal and written communication.
• Self-motivated with strong organizational and time-management skills.
• Experience using Salesforce or a comparable CRM platform.
• 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.