• The Relationship Manager role is critical to the success of the Palmetto Finance Platform, managing the support and processing ecosystem surrounding Palmetto’s financial products. • Become a LightReach portal and financial product expert, ready and able to answer any question thrown your way • Establish and maintain regular cadence of communication and execution of deliverables with Certified Installer leaders and reps (we win by delivering ensuring our partners are heard!) • Proactively visit key partners onsite to build and maintain strong relationships, fostering trust and collaboration • Coordinate and prioritize with internal colleagues to smooth out any friction points or blockers relating to milestones, platform functionality, or LightReach product knowledge • Drive continuous evaluation and improvement of external partner resources (Intercom), internal processes (Guru) and help build systems that meet current and future company service expansions. • Provide coaching and training for Certified Installer sales reps on LightReach products and portal • Seek constant improvement in the quality of Palmetto’s product and customer experience through consolidated feedback • Maintain familiarity with third party proposal platforms that LightReach is integrated into (Solo, Aurora, Solargraf, Enerflo, etc) • Ability to deliver in person sales trainings on LightReach processes and competitive positioning in the region • Strategic business planning & forecasting activities with EPC partners • Competitive market knowledge and LightReach positioning • Support rep resolutions on any escalations in Intercom as necessary