Inside Sales Account Manager, Comfort

Company Description

Palmetto is a consumer energy platform that provides homeowners with a single destination to discover, purchase, finance, install, monitor and manage home energy products and services. By offering one integrated platform across solar, battery storage, HVAC, heat pumps and more, Palmetto helps homeowners make home energy more affordable, reliable and accessible. Today Palmetto serves hundreds of thousands of homeowners, across 30+ states, building the operating infrastructure for the consumer energy transition, one home at a time.

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's HVAC channel team builds and grows a national network of HVAC contractor and dealer partners who offer Palmetto comfort plans to homeowners. The team operates across five field CAM territories and an inside sales channel, driving partner activation, financing volume, and new-to-program (NTP) counts through hands-on relationship management and a performance coaching model. Inside sales is the primary channel for partner markets outside the five field territories, managing a national book of accounts remotely. Our goal is to make it simple for HVAC contractors to offer best-in-class financing that helps homeowners upgrade their systems, improve comfort, and lower energy costs.

Location

This position will be based in Charlotte, NC.

Reporting

This position will report to the SVP, Head of HVAC & Heat Pump.

Summary of Role

The Inside Sales Account Manager, Comfort manages and grows an assigned portfolio of HVAC contractor and dealer partner accounts. Reporting to SVP, Head of HVAC & Heat Pump, 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 five 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 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.
• 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.

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.

To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated. We will keep your information on file for four years from the date of your application. For detailed information about how we handle your data and our use of AI, please review our full privacy policy.

For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy